Useful Information

Estate Planning Questionnaires

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

Speeches/Publications

  • 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
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