We are living in a golden age of estate planning, with low interest rates and a huge lifetime exclusion from estate and gift taxes.
Please join us as Attorney Marvin Blum, a Co-Founder of the Family Legacy Council and a nationally-prominent estate planning lawyer, shows us ho to take advantage of today’s unique planning opportunities:
– Ideal strategies for low interest rates
– Leveraging your lifetime exclusion
– The importance of taking action now
– The impact of the 2020 election
About The Speaker
Attorney/CPA and Founder of the Blum Firm, P.C.
Marvin, an attorney and CPA, founded The Blum Firm, P.C. over 38 years ago. The firm has law offices in Fort Worth, Dallas, Austin, and Houston and specializes in the areas of estate planning and probate, asset protection, planning for closely-held businesses, tax planning, tax controversy, and charitable planning. The company has grown to be the largest group of estate planning attorneys in the State of Texas.
Marvin is known for creating customized, cutting-edge estate plans, now serving hundreds of high-net-worth families, several with a net worth exceeding $1 billion. He was chosen as one of the “Nation’s Top 100 Attorneys” by New York’s Worth magazine and was also named one of the Top 100 Super Lawyers in Texas by Thomson Reuters. Marvin is Board Certified in Estate Planning and Probate Law and is a Fellow of the American College of Trust and Estate Counsel. He twice had the honor of asking questions to Warren Buffett at Berkshire-Hathaway Annual Meetings, attracting international media attention. Marvin is a highly sought-after speaker, has been quoted by The Wall Street Journal and The New York Times for his expertise on the estate tax and income tax, and also serves on the Editorial Advisory Committee for Trusts & Estates magazine.