Select one of the following questionnaires to assist in the preparation of your estate planning.
- October 31, 2018: Marvin Blum at the 2018 Permian Basin CPE Expo hosted by the Permian Basin Chapter of the TSCPAs on “Tax Planning Ideas in Light of Tax Cuts and Jobs Act of 2017” CLICK HERE for content.
- October 22, 2018: Marvin E. Blum (Las Vegas) at The McGehee Group’s XIV Annual Advisors Conference on “Squeeze, Freeze, & Burn: Estate Planning with 678 Trusts” CLICK HERE for content.
- October 16, 2018: Marvin E. Blum at the Midland-Odessa Business and Estate Council on “Squeeze, Freeze, & Burn: Estate Planning with 678 Trusts” CLICK HERE for content.
- October 4, 2018: Dyann McCully with Catherine Goodman at the State Bar of Texas Estate Planning & Probate Drafting Course, “Drafting Guardianship Management Trusts: A New Look at Our Familiar Friend” (Dallas, Texas).
- September 15, 2018: Dyann McCully with Catherine Goodman at the Tarrant County Probate Bar Association – Probate Litigation Seminar, “The (Un)Contested Guardianship” (Texas A&M School of Law, Fort Worth, Texas).
- September 15, 2018: David Bakutis and Beth Hampton at the Tarrant County Probate Bar Association – Probate Litigation Seminar, “Creditor’s Claims and Allowances in Decedent’s Estates and Guardianships” (Texas A&M School of Law, Fort Worth, Texas).
- August 2, 2018: Marvin E. Blum at the 34th Annual Fort Worth CPA Tax Institute, “Tax Planning Ideas in Light of Tax Cuts and Jobs Act of 2017” CLICK HERE for content.
- July 25, 2018: Kelsey A. Brock at the Cooper Institute Life Long Learning Event, “Health and Wealth in a Digital Age” (co-presenter with Neal Wadley, Westhold Holdings Group).
- June 13, 2018: Dyann McCully at the Advanced Estate Planning and Probate 2018 Conference, “Management Trusts from Start to Finish” (Dallas, Texas).
- May 17, 2018: Kelsey A. Brock at the Wichita Falls Society of CPAs, “Estate Planning Under the New Tax Act.”
- April 24, 2018: Kelsey A. Brock at the Preston Center Rotary Club, “Estate Planning in the Digital Age.”
- March 29, 2018: Marvin E. Blum, A “FAST” Solution to Legacy Planning: The Family Advancement Sustainability Trust.
- March 2, 2018: Dyann McCully at the Texas Tech University Estate Planning & Community Property Law Journal CLE & Expo, “Suing the Bond Company When a Guardian Mismanages Estate Funds.”
- January 21, 2018>: Marvin E. Blum spoke at the Annual Meeting of “Forum 400” in New Orleans, “Marketing Opportunities Under the New Tax Act.” CLICK HERE for content.
- December 1, 2017: Dyann McCully at the 12th Annual Fiduciary Litigation Course in San Antonio, “Suing and Collecting on Bonds for Breaches by Administrators and Guardians.”
- 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 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.”
- 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
Annual Newsletters:
- 2020 Newsletter
- 2019 Newsletter
- 2018 Newsletter
- 2017 Newsletter
- 2016 Newsletter
- March 2015 Newsletter
- Summer 2014 Newsletter
- February 2014 Newsletter
- February 2013 Newsletter
- February 2012 Newsletter
Brochures:
White Papers & Charts:
- The Family Advancement Sustainability Trust (the “FAST”) (2019)
- Red File Checklist (2019)
- Who Should I Name as Beneficiary of My Retirement Assets? (2019)
- Save Income Tax Through Business Restructuring (Tax Cut & Jobs Act 2017)
- “678 Trusts”: Transaction Chart
- Squeeze, Freeze, and Burn (2017)
- Estate Freeze Chart
- G1-G2 Basis Planning to Save Taxes (2016)
- Business Succession: A Planner’s Ten-Step Guide
- The End of Valuation Discounts (2016)
- Case Study: Estate Planning When Selling a Family-Owned Company (August 2015)
- Optimal Estate Planning Chart
- Do I Need to Do More Estate Planning?
- What It Means To Be a Trustee
- “White Paper: 2012 Planning Checklist – Planning in a “Perfect Storm”
- Act Now To Get The Best Valuation Discounts: How To Do It Right
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- Q & A with Warren Buffett_May 2015 Click here to read a summary and click here to read the partial transcript.
- Marvin Blum in The Dallas Morning News. Click here to read the article.
- Steve Novak Makes the 2014 D Magazine’s Best Lawyers List. Click here to read article.
- Marvin Blum quoted in The New York Times. Click here to read the article.
- The Blum Firm received the Professional Advisor of the Year Award from the Community Foundation of North Texas. Click here to read the article.
- Q & A with Warren Buffett_May 2013 Click here to read more.
- More Details about Q&A with Warren Buffet, Charlie Munger, and Marvin Blum at Berkshire Hathaway Shareholder’s Meeting (May 4, 2013)
Media Coverage: Fort Worth Business Press and The Globe and Mail
- August 11, 2015 – “Squeeze, Freeze, and Burn” – a Popular Estate Planning Technique by Marvin Blum
- August 7, 2015 – “Estate Tax Update”(Fort Worth CPA Tax Institute) by Gary Post
- August 7, 2015 – “Avoiding NII Tax For High Net Worth Individuals”(Fort Worth CPA Tax Institute) by Marvin Blum
- August 7, 2015 – “Partnership and S Corporation Differences” (Fort Worth CPA Tax Institute) by John Hunter
- June 10, 2015 – “Planning for Digital Assets” (Advanced Estate Planning & Probate Course, Dallas) by Kerri Nipp
- June 9, 2015 – “Gift Tax Reporting” (Intermediate Estate Planning & Probate Course, Dallas) by Christine Wakeman
- February 2015 – “Creating a Family Legacy” Trusts & Estates magazine by Marvin E. Blum & Anna Selby
- January 21, 2015 – “Using Life Insurance for Basis Step-Up and Estate Tax Savings” by Marvin Blum
- Fall 2014 – “Do I Need to Do More Estate Planning?” written by Marvin E. Blum
- October 24, 2014 – “Estate Planning for the Blended Family” (Houston Estate and Financial Planning Forum) written and presented by Gary V. Post
- September 17, 2014 – “Business Succession-A Planning Roadmap” – (Bank of Texas Seminar Series) written and presented by Marvin E. Blum
- August 1, 2014 – “Income Tax Planning For High Wealth Individuals” – (Fort Worth CPA Tax Institute) presented by Marvin E. Blum
- July 22, 2014 – “GRRR (Gift Return Reporting Requirements) Taming the Wild 709 Tiger” – (Metroplex Practice Management Group) presented by Christine S. Wakeman
- July 16, 2014 – “Have Your Cake and Eat It Too-Estate Freeze Planning Without Losing Access to Assets” – (Austin Asset) written and presented by Marvin Blum and Edward K. Clark
- June 17, 2014 – “Estate Planning for Mineral Assets” – (Financial Planning Association of Dallas/Fort Worth) written and presented by Marvin Blum
- May 20, 2014 – “Income Tax Planning for High Wealth Individuals” – (Wichita Falls Chapter of TSCPAs) written by John R. Hunter and Anna K. Selby, presented by John R. Hunter
- May 20, 2014 – “Estate Planning for 2014” – (The Stayton at Museum Way) written by Marvin E. Blum and Julie A. Plemons, presented by Marvin Blum
- May 20, 2014 – “Estate Planning for the Blended Family” – (Wichita Falls Chapter of TSCPAs) written and presented by Gary V. Post
- February 28, 2014 – “The Estate Planner’s Role in Business Succession Planning: A Ten Step Guide” – (American Bankers Association) written and presented by Marvin E. Blum
- January 24, 2014 – “Estate Planning for the Blended Family” – (American Association of Attorney-Certified Public Accountants) written by Gary V. Post
- “2013 Estate Planning Update: Post-Fiscal Cliff Planning” – written and presented by Marvin E. Blum
- November 15, 2013 – “Income Tax Planning For High Wealth Individuals” – (FW Chapter of TSCPA) written by John R. Hunter and Anna K. Selby
- July 17, 2013 – “Advanced Estate Planning” – (2013 Texas School of Trust Banking) written by Steven Novak
- August 9, 2012 – “2012 Estate Planning Update: Planning in a Perfect Storm” – (FW Chapter TSCPA Tax Institute) presented by Marvin E. Blum
- November 3, 2011 – “Estate Planning Teams – Lessons in Collaboration From the Navy Seals” – (Dallas Estate Planning Council) presented by Marvin Blum
- September 9, 2011 – “Making the Most of the 2011-2012 Window of Opportunity: Two Cutting Edge Techniques” – (Tiger 21, Group Dallas 02) presented by Marvin Blum and Steven Novak
- August 25, 2011 – “The Gift Tax Return: Gift and GST Reporting in the Twilight Zone” – (TSCPA 2011 Advanced Estate Planning Conference) presented by Gary V. Post
- June 23, 2011 – “The Substance of Economic Substance: What Does New Section 7701(O) Really Do?” – (2011 DFK/USA Multidiscipline Conference) presented by John R. Hunter
- February 10, 2011 – “ESTATE PLANNING UPDATE-WHAT’S HAPPENING IN WASHINGTON?” – (Parker County Estate Planning Council) presented by Marvin E. Blum
- February 8, 2011 – “BREAKING UP IS HARD TO DO: ESTATE PLANNING THROUGH A DIVORCE” – (Midland-Odessa Business and Estates Council – Midland, Texas) presented by Gary V. Post
- August 19, 2010 – “BREAKING UP IS HARD TO DO: ESTATE PLANNING THROUGH A DIVORCE” – (2010 TSCPA Advanced Estate Planning Conference – San Antonio, Texas) presented by Gary V. Post
- August 6, 2010 – “ESTATE PLANNING: WHAT’S NEXT?” – (2010 Fort Worth Chapter TSCPA Tax Institute) presented by Marvin E. Blum
- August 6, 2010 – “LIFE INSURANCE TRUSTS: FAILED ASSUMPTIONS, FIDUCIARY LIABILITIES” – (2010 Fort Worth Chapter TSCPA Tax Institute) presented by Gary V. Post
- May 6, 2010 – “ESTATE PLANNING FOR THE BLENDED FAMILY” – presented by Gary V. Post
- April 2010 – “SO THEY WANT TO DISSOLVE THE FAMILY LIMITED PARTNERSHIP-IS IT THAT SIMPLE?” – presented by Gary V. Post
- February 26, 2010 – “UNDERSTANDING LIFE INSURANCE POLICIES AND TRUSTEE LIABILITY” – presented by Gary V. Post
- October 27, 2009 – “ESTATE PLANNING FOR BLENDED FAMILIES” – (AICPA National Tax Conference Washington, D.C.) presented by Gary V. Post
- October 27, 2009 – “WINDING UP AND DISSOLUTION OF ENTITIES IN TROUBLED TIMES” – (AICPA National Tax Conference Washington, D.C.) presented by Gary V. Post
- August 21, 2008 – “ESTATE PLANNING FOR BLENDED FAMILIES” – Texas Society of CPA’s (San Antonio, TX)
presented by Gary V. Post - July 31, 2008 – “ESTATE PLANNING UPDATE” – (Fort Worth, TX) presented by Gary V. Post
- July 31, 2008 – “TAX INSTITUTE” – (Fort Worth, TX) presented by John R. Hunter
- July 30, 2008 – “STRUCTURING CHARITABLE GIFTS” – (Fort Worth, TX) presented by Amanda L. Holliday
- August 23, 2007 – “THE GENERATION-SKIPPING TRANSFER TAX: PLANNING, IMPLEMENTING AND FIXING” – Texas Society of CPA’s (San Antonio, TX) presented by Gary V. Post
- August 23, 2007 – “THE BANKRUPTCY ABUSE PREVENTION AND CONSUMER PROTECTION ACT OF 2005” – Fort Worth Chapter CPA’s (Fort Worth, TX) presented by Steven W. Novak
- August 24, 2007 – “ESTATE AND GIFT TAX TRAPS IN THE SALE AND PURCHASE OF PRIVATE BUSINESSES” – Fort Worth Chapter of CPA’s (Fort Worth, TX) presented by Marvin E. Blum
- June 12, 2007 – “BACK TO SCHOOL IN TERMS OF PLANNED GIVING” – Independent Schools Association of the Southwest (Colorado) presented by Marvin E. Blum
- May 3, 2007 – “MARITAL PROPERTY ISSUES IN ESTATE PLANNING” – TCPBA (Fort Worth, TX) presented by Steven W. Novak
- February 25, 2007 – “TOP TEN MISTAKES IN THE NEW AGE OF ESTATE PLANNING” – Partners Financial Spring Conference (Dallas, TX) presented by Marvin E. Blum
- February 15-16, 2007 – “THE GENERATION-SKIPPING TRANSFER TAX: A USER’S MANUAL”– San Antonio Estate Planner’s Council (San Antonio, TX) presented by Gary V. Post
- November 14, 2006 – “PLANNING UNDER THE NEW MARGIN TAX” – Texas Society of CPA’s (Fort Worth, TX) presented by John Hunter
- November 9, 2006 – “CHOICE OF ENTITY WITH THE NEW MARGIN TAX” – North Texas Estate & Financial Planning Council (Wichita Falls, TX) presented by John Hunter and Dan McCarthy
- November 6, 2006 – “THEY SET IT UP, BUT YOU HAVE TO RUN IT: THE CARE AND HANDLING OF FAMILY LIMITED PARTNERSHIPS” – AICPA National Conference (Washington, DC) presented by Gary Post
- October 26 – 27th, 2006 – “YOGA FOR ESTATE PLANNERS: DRAFTING FLEXIBLE DOCUMENTS THAT CAN BEND AND STRETCH”– State Bar of Texas – Advanced Drafting: Estate Planning & Probate Course (Dallas, TX) presented by Marvin Blum
- August 24-25th, 2006 – “CUTTING EDGE OF ESTATE PLANNING IN THE CURRENT TAX ENVIRONMENT: TOP 10 MISTAKES TO AVOID” – TSCPA – Estate Planning Conference (San Antonio, TX) presented by Marvin Blum
- August 24-25th, 2006 – “PREPARING THE 709 AND ALLOCATING THE GST EXEMPTION”– TSCPA – Estate Planning Conference (San Antonio, TX) presented by Gary Post
- August 17-18th, 2006 – “PLANNING WITHIN THE FROZEN GIFT TAX EXEMPTION”– Fort Worth CPA’s Tax Institute (Fort Worth, TX) presented by Gary Post
- August 17-18th, 2006 – “TAX PLANNING FOR CLIENTS WITH SHORTENED LIFE EXPECTANCIES” – Fort Worth CPA’s Tax Institute (Fort Worth, TX) presented by Marvin Blum
- July 11, 2006 – “ESTATE PLANNING OVERVIEW”– Texas School of Trust Banking – (Fort Worth, TX) presented by Marvin Blum
- May 31, 2006 – “TOP 10 ESTATE PLANNING MISTAKES”– Young President’s Organization (Fort Worth, TX)presented by Marvin Blum
- Value Shifting Techniques
- Advanced Planning Opportunities That Can’t Wait
- How Much Does Proposition 12 Really Protect Texas Physicians?
- Act now to protect assets from creditors.
- Tax Alert – December 2002 – Read This Before You Take A Year-End Bonus!