The Firm

The Blum Firm was established over 38 years ago and has grown to be one of the largest groups of estate planning attorneys in the U.S. The firm specializes in estate and tax planning and the related specialties of asset protection, business planning, business succession planning, charitable planning, family legacy planning, fiduciary litigation, guardianships, and estate administration.

As a specialty firm, we strive to provide the ideal environment to advise high net-worth families, professionals, and businesses. We place special emphasis on truly understanding our clients’ goals, both tax and non-tax related, and designing creative plans to achieve those goals. Maintaining our clients’ confidentiality is also a high priority. Each situation is unique, and we take pride in providing customized solutions that meet our clients’ needs.

When working with clients, we dive deeper than most, thinking “outside the box” to create solutions for our clients to save taxes, protect assets, and design an inheritance to help future generations succeed. We take an active approach to planning, aspiring to help you solve problems before they happen. Our mission is to provide clients with the planning and the tools to keep their families and wealth strong for generations.

Most special about us is our people. We hire the best and brightest and then train them to become the nation’s top advisors. The depth of our team insures that we will be here for you now and we will be here for your family in the future. Our attorneys have distinguished themselves through expertise, knowledge, and service to our clients. Each member of our team is carefully selected based on strong academic credentials and technical skills. Our team includes attorneys who are Board Certified in Estate Planning and Probate Law, Board Certified in Tax Law, Certified Public Accountants, a National Registered Guardian, a Certified Mediator, and Fellows of the American College of Trust and Estate Counsel. Read more about our team here.

We take a team approach and work together with our clients to design creative and customized plans to accomplish our clients’ goals. We take pride in providing sophisticated tax planning and strive to stay apprised of new tax developments, enabling us to assist our clients in each of our practice areas. The combined expertise of our attorneys enables the firm to stay on the cutting edge of new developments and take a proactive approach to tax planning. After all, success is in the planning.