The Blum Firm has extensive experience assisting clients in developing comprehensive estate plans to ensure that their wealth is held in a way that will maximize estate tax savings and will provide an efficient vehicle for transferring wealth to future generations. Our attorneys utilize a variety of sophisticated estate planning techniques to help clients achieve their goals, and we pride ourselves in thinking outside of the box to develop creative solutions for our clients.
We strive to provide the ideal environment to advise high net-worth families, professionals, and businesses on tax, estate planning, and related matters. We place special emphasis on truly understanding our clients’ goals, both tax and non-tax related, and designing creative plans to achieve those goals.