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TAX-EXEMPT ORGANIZATIONS • TAX PLANNING • TAX CONTROVERSY • BUSINESS SUCCESSION PLANNING
FAMILY LEGACY PLANNING • FIDUCIARY LITIGATION • GUARDIANSHIPS • MEDIATION
Firm News
Matthew Rittmayer is promoted to Partner, and Lani Payne Sandu is promoted to Senior Associate! More here.
Marvin Blum, Kandice Damiano, John Hunter, Dyann McCully, and Len Woodard are recognized by 360 West Magazine as Top Attorneys for 2022! More here.
Doug W. Harvey joins The Blum Firm! More here.
We’re proud to welcome Stacy L. Kelly to The Blum Firm! Read about it here.
R. Keith Morris, III joins The Blum Firm! Read about it here.
Edward A. Copley is the recipient of the Distinguished Probate Attorney Lifetime Achievement Award (2019), an award given by the Real Estate, Probate, & Trust Law Section of the Dallas Bar Association.
Kandice R. Damiano, Beth Hampton, Amanda L. Holliday, Amy E. Ott, Rachel W. Saltsman, Jeffrey S. Hamilton, and Jennifer Sibley have been named by Thomson Reuters as 2019 Texas Rising Stars.
Recent White Papers & Publications
The Blum Firm launched a new series on Family Legacy Planning. To read the series, click here.
Click here for a copy of The Blum Firm’s Red File Checklist.
“Focusing on the Long Game” by Marvin E. Blum and Kelsey A. Brock, Trusts & Estates magazine, December, 2018.
“New Tax Act: Save Income Taxes Through Business Restructuring” by Marvin Blum. CLICK HERE to read about the “pass-through deduction” and if it is right for you.
“Filling in the Gaps: Create a “Red File” for Clients to Cover Issues Beyond Traditional Estate Planning” by Marvin E. Blum, Trusts & Estates magazine (February 2017).
“The End of Valuation Discounts for Family-Owned Discounts” (2016).
Upcoming and Recent Speeches
June 21 & 23, 2022: Marvin Blum on Planning in a Perfect Storm for Business Owners at Bank of America’s Business Owner’s Conference.
CLICK HERE for handout
May 18, 2022: Marvin Blum on Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever (If You’re Not Doing Estate Planning Now, What Are You Waiting For?) at the TXCPA East Texas CPE Expo.
CLICK HERE for handout
May 12, 2022: Marvin Blum on Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever (If You’re Not Doing Estate Planning Now, What Are You Waiting For?) for UT School of Law.
March 15, 2022: Marvin Blum on Family Wealth: Keeping “It” in the Family for Morgan Stanley.
March 8, 2022: Marvin Blum on I Do, Round Two: Second Marriage Estate Planning for the Midland-Odessa Business and Estate Planning Council.
CLICK HERE for handout
December 8, 2021: Marvin Blum on Estate Tax Update for Whitley Penn.
CLICK HERE for handout
November 3, 2021: Marvin Blum on “Last Chance” Tax Planning: The Golden Age of Estate Planning Won’t Last Forever for the TXCPA Permian Basin’s Annual CPE Expo.
CLICK HERE for handout
October 21, 2021: Marvin Blum on Estate Planning Checkup: Top 10 Questions to Ask Your Client at the Midland College Estate Planning Seminar.
CLICK HERE for handout
October 13, 2021: Marvin Blum on Financial Planning & Wealth Management with Erin Lee for the Colonial Country Club Speaker Series.
CLICK HERE for handout
October 7, 2021: Marvin Blum on Pending Tax Laws: What’s the Latest? for the Tarrant County Probate Bar.
CLICK HERE for handout
August 26, 2021: Marvin Blum on Estate Planning Checkup: Top 10 Questions to Ask Your Client for the FWCPA Members’ CPE Day.
CLICK HERE for handout
July 13, 2021: Marvin Blum on The Final Wrap Up: A Red File (Putting a Bow on Top of Your Estate Plan) at the Lion Street Trusted Advisors Conference.
CLICK HERE for handout