About THE FIRM
WHAT MAKES US UNIQUE
Specialized experience
As one of the premier estate and tax firms in the nation, we think “outside the box” to create customized, cutting-edge solutions for our clients.
Deep bench of attorneys will be here for generations
The depth of our bench and the age-range of our team ensures that we will be here for you now and we will be here for your family in the future.
"Head and heart" approach to planning
We take a “head and heart” approach to planning to help you save tax, protect assets, and build a meaningful legacy to pass on to future generations.
What we do
LEGAL SERVICES
Estate Planning
A thorough estate plan provides peace of mind that your wealth will be safeguarded during life and tax-efficiently transferred to future generations upon death, consistent with the overall family goals and values.
Trust & Estate Litigation
Our fiduciary litigators are widely regarded as among the top in the state. We have an established record of successfully representing individuals, entities, and institutional clients on both sides of fiduciary relationships.
Probate/Estate Administration
We represent clients in all aspects of estate administration, striving to make the probate process as streamlined as possible.
Guardianships
We stand ready to assist should you have a loved one that may need help or protection.
Mediation
Our attorneys serve as Mediators in a variety of cases.
Corporate
Our attorneys provide comprehensive services in all areas of business and corporate law. We have the expertise to assist our clients with virtually any type of corporate transaction and serve as outside general counsel for many clients.
Tax-Exempt Organizations
We routinely assist with the formation and ongoing legal services for private and publicly supported charitable organizations.
Tax Controversy
We represent clients in all stages of state and federal tax controversy. While our goal is typically to resolve disputes without litigation, we have the experience necessary to competently dominate the courtroom.
International Tax
Our attorneys provide wide-ranging services in the area of international tax planning and compliance, including representing clients on cross-border transactions, compliance issues related to foreign assets, and varied tax audits.
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BLUM'S BLOG
NEWS
PUBLICATIONS
BLUM'S BLOG
October 21, 2025
Where Do You Want to Be Buried?
Where do you want to be buried? Sounds morbid, but it’s an important question to address. As Ecclesiastes teaches, “To everything there is a season…. A time to be born, and a time to die.” Estate planning requires us to face that reality. Selecting a burial plot has many implications. It’s not only a final resting place. It also […]
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October 14, 2025
An End to Israel’s Two-Year Nightmare
We are living in historic times. It’s been two years since the horrific events of October 7, when Hamas terrorists committed the worst atrocities against Jews since the Holocaust. My family was there when Hamas attacked, hiding in a bomb shelter in Jerusalem’s King David Hotel. And here we are today, seeing the first signs of hope in […]
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October 7, 2025
My 250th Post: “Write to Make Music”
When I was in high school, my senior English teacher considered me a terrible writer, and I believed her. It’s not that I didn’t try. I labored over my essays more than anyone. They were dripping with sweat and tears. That was the problem. I was trying too hard. I was trying to write the […]
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October 9, 2025
Welcome Attorneys Stuart Bumpas and Rachelle Stapley to The Blum Firm!
Join Us in Welcoming Our New Attorneys! We’re excited to announce that Stuart Bumpas and Rachelle Stapley have joined The Blum Firm! We’re thrilled to welcome them to the team and look forward to the expertise, passion, and dedication they bring. Stuart joins as Senior Counsel in our Dallas office, and Rachelle joins as Associate […]
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June 19, 2025
The Blum Firm Earns Tier 1 Ranking in 2025 Best Law Firms®
We are proud to share that The Blum Firm has been ranked Tier 1 in Trusts & Estates Law in the Dallas/Fort Worth metro area in the 2025 edition of Best Law Firms®, published by Best Lawyers®. The Best Law Firms rankings are determined through a rigorous evaluation process and reflect the high level of […]
MoreJune 12, 2025
Two Attorneys from The Blum Firm Recognized in 2025 Best Lawyers®
Please join us on congratulating Marvin E. Blum and David C. Bakutis for being recognized in the 2025 edition of Best Lawyers® for Trusts and Estates. This recognition is based entirely on peer review, with attorneys nominated and evaluated by fellow legal professionals for their skill, integrity, and professional excellence. With more than 4 million […]
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May 23, 2024
Creative Income Tax Strategies
Marvin Blum spoke to the Midland-Odessa Business & Estate Council on “Creative Income Tax Strategies” on May 23, 2024. Some of the tools in his speech take advantage of opportunities in the law to avoid income tax, such as Roth IRAs, Qualified Small Business Stock, and Private Placement Life Insurance. Other tools, such as Mixing […]
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May 2, 2024
Estate Planning To Do Before the Clock Strikes Midnight on 12/31/25
On May 2, 2024, Marvin spoke to the Tarrant County Probate Bar on the topic of “Estate Planning To Do Before the Clock Strikes Midnight on 12/31/25.” Marvin describes this topic as “Cinderella Estate Planning,” because when the clock strikes midnight on 12/31/25, the coach turns back into a pumpkin. You go to bed on […]
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March 1, 2024
The Blum Firm Annual Newsletter
Check out our annual newsletter to stay up-to-date and for the latest Tips and Tricks! 2024 The Blum Firm Newsletter 2023 The Blum Firm Newsletter 2022 The Blum Firm Newsletter 2021 The Blum Firm Newsletter 2020 The Blum Firm Newsletter
More 5/5
Jacqueline
Lynn Kelly is an exceptional lawyer who truly delivers on her promises. I required leadership and guidance for an ongoing lawsuit, and she stepped in with expertise and dedication. Her honesty and dependability were evident throughout the entire process…. Her attention to detail and consistent communication kept me well-informed at all times.
5/5
Shawn
5/5
Larry
5/5
I am happy to report, that due to your advice and guidance during the early years after Bill's death and Andy’s wise counsel since, our family is in the 10% and thriving! I am so proud of our children and how they have developed in so many positive ways, and our grandchildren are all enjoying careers and those with children are incredible parents. We are expecting #9 of our great grandchildren in a few weeks, who with their Mama, will be the only ones of our family of 34 who won't be part of our annual June vacation. So far so good, but we continue to work at making family a top priority. I am most grateful and thank you for your guidance and ongoing support.
Jane
5/5
Carol & Bill
5/5
I want to send a heartfelt thank you for the incredible work your team delivered over the past few months. John and Emily both moved heaven and Earth to get our assets in place at breakneck speed, and for that I am very grateful. You clearly have built an incredible team, and I’m looking forward to our ongoing work together.
James
5/5
John & Robert
5/5
HILLARY
5/5
Conor and Quyen
5/5
Kathleen
5/5
Sam
