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Firm News

August 15, 2017: Trusts & Estates magazine announced that Marvin E. Blum has been named the winner of the Trusts & Estates 2017 Distinguished Author award in the Thought Leadership category.

On October 11, 2017, Blum will be honored at the WealthManagement.com 2017 Executive Forum and Industry Awards gala at The Plaza hotel in New York City. The Wealth Management.com Industry Awards recognize outstanding achievement in the wealth management industry. Read the complete press release here.

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

August 16, 2017: Amy E. Ott will be speaking at the Advanced Estate Planning Conference in San Antonio. Click here for a conference brochure.

August 4, 2017: Gary V. Post at the FWCPA conference at Southwestern Baptist Theological Seminary, “What Condition My Condition Was In.”

August 3, 2017: Marvin E. Blum at the FWCPA conference at Southwestern Baptist Theological Seminary, “Estate Planning Topics Most Planners Overlook.”

June 23, 2017: Emily R. Franco 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.”