Useful Information

Select one of the following questionnaires to assist in the preparation of your estate planning.

  • 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.”
  • October 26, 2016: Marvin E. Blum at the Women’s Center Financial Advisor Seminar (Fort Worth, Texas) Helping Your Clients Achieve Their Philanthropic Goals.”
  • October 25, 2016: Marvin E. Blum at the Landowner’s Forum (Dallas, Texas) Call For Action: Valuation Discounts For Family-Owned Entities.”
  • August 4, 2016: John R. Hunter at the Fort Worth Tax Institute (FW Chapter of TSCPA) on “Choice of Entity.”
  • August 5, 2016: Marvin E. Blum at the Fort Worth Tax Institute (FW Chapter of TSCPA) on “Business Succession Planning.”
  • August 5, 2016: Gary V. Post at the Fort Worth Tax Institute (FW Chapter of TSCPA) on “Estate Tax Update.”
  • May 13, 2016: The Estate Planning World Changed – Did You Get The Memo?by Gary V. Post, J.D.
  • May 13, 2016: Marvin E. Blum at the 2016 Annual Meeting of The Nautilus Group of New York Life Insurance Company in Plano on “Business Succession Planning Roadmap: A Planner’s Ten-Step Guide.”
  • June 9, 2016: Marvin E. Blum at Lion Street, Inc.’s Trusted Advisor Conference in Las Vegas on “Using Life Insurance for Basis Planning with Generational Loans.”
  • Spring 2016 – “Section 2036 of the Internal Revenue Code: A Practitioner’s Guide” by Leslie M. Levy, J.D., LL.M