The Blum Firm attorneys Keith Morris and Stacy Kelly have released the next episode of their “Before You Go…” podcast. In this episode, Stacy and Keith are joined by Beth Owens, Trust Officer at American National Bank & Trust.
The trio dive deep into the role of a trustee, discussing their responsibilities and how they can manage a trust effectively. Tune in to hear Beth’s insightful observations about corporate trustees and their ability to manage complex situations. The conversation also discusses the importance of keeping accurate records, the necessity of clear communication with beneficiaries, protection of beneficiaries from scammers, and the benefits of appointing a co-trustee or corporate trustee as agent.
We’re proud to announce that Anna Rose St. Martin has joined The Blum Firm as an Associate Attorney in our Fort Worth office.
Anna Rose earned her J.D. cum laude from Texas A&M University School of Law in 2022.
While in law school, Anna Rose was a Teaching Assistant for the Academic Support Program and Professor Fortney’s Legal Ethics Research Assistant. She also participated with the Alternative Dispute Resolution Competition Team in Mediation and served as Vice President of the Longhorn Law Student Association.
Anna Rose earned her undergraduate degree—a Bachelor of Science in Communication Studies with a McCombs Business Foundation Minor—from the University of Texas at Austin with High Honors. While at the University of Texas, she earned a Certificate in Ethics and Leadership in Law, Politics, and Government as part of the Bridging Disciplines Program.
Anna Rose’s contact information can be found here.
Please join us in welcoming Anna Rose to The Blum Firm team!