Firm News

Marvin E. Blum and David C. Bakutis were listed in The Best Lawyers in America© 2017.

Welcome our newest Associate, Brandye L. Brown, and our newest Senior Associate, Jeffrey S. Hamilton, to our Dallas office!

Marvin E. Blum was interviewed on the STA Wealth Management Money Hour radio show discussing estate planning ideas and the coming tax reform. Click here to listen to the interview.

R. Dyann McCully was interviewed by the Star Telegram in an article titled, “What to do When an Elderly Neighbor Needs a Guardian.” Click Here to Read the Article.


Recent White Papers & Publications

“Filling in the Gaps: Create a “Red File” for Clients to Cover Issues Beyond Traditional Estate Planning” by Marvin E. Blum, Trusts & Estates magazine (February 2017)

“The End of Valuation Discounts for Family-Owned Discounts” (2016)

“Squeeze, Freeze, and Burn: Estate Planning With 678 Trusts” by Marvin E. Blum (2016).

“Hit by the Bus – Who’s Next if the Business Owner Dies?” by Marvin E. Blum, FW Inc. magazine, July-August, 2016.

“Using Trusts to Hand Down Retirement Assets” by Amy E. Ott, FW Inc. magazine, February, 2016.

“Changing the Playbook-How to Prepare Heirs for What’s Coming” by Marvin E. Blum, Trusts & Estates magazine, February, 2016.

“I enjoyed your article in the latest edition of Trusts & Estates. It should be required reading for anyone who is wealthy and in the process of planning their estate. If it were, we could have probably avoided a number of unpleasant family squabbles.” Wm. J. Hudspeth, Jr., Austin Trust Company

Upcoming and Recent Speeches

June 23, 2017: Emily R. Franco at the National Business Institute, “The Probate Process From Start to Finish.”

May 11, 2017: Dyann McCully in Frisco at the National Business Institute, “The Probate Process From Start to Finish.”

April 22, 2017: Dyann McCully and Beth Hampton recently spoke at the “People’s Law School,” at Texas A & M School of Law.

April 4, 2017: Emily R. Franco at the Texas Association of Royalty Owners “Planning Opportunities for Mineral Interests.”