ESTATE AND TAX PLANNING SPECIALISTS
THE BLUM FIRM, P.C.
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.
Advanced Planning
We pride ourselves on the sophisticated, custom-tailored solutions we design to address our clients’ tax and non-tax goals. We think “outside the box” to create cutting-edge wealth transfer and preservation plans for our clients.
Trust & Estate Litigation
Our fiduciary litigators are widely recorded 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.
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.
STAY UP TO DATE
THE LATEST
The Blum Firm’s Approach to Saving Taxes
A Role Model for Philanthropy with Strings: Rest in Peace, Charlie Munger
A Role Model for Philanthropy with Strings: Rest in Peace, Charlie Munger Read More »
How My Work and Workout Communities Enrich My Life (and Maybe Will Help Propel Me to 98 Like Anna Stucker)
New Podcast: “Before You Go…”
Welcome Attorney Lynn Waller Kelly
Corporate Transparency Act
Corporate Transparency Act
678 Trusts (also called Beneficiary Defective Irrevocable Trust)
678 Trusts (also called Beneficiary Defective Irrevocable Trust) Read More »
Tax Workshop
Larry
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
I am happy to report . . . that due to your advice and guidance . . . , our family is in the 10% and thriving! 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.
Carol & Bill
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
John & Robert
HILLARY
Conor and Quyen
Kathleen
Sam
GET IN TOUCH
Let's Talk
"*" indicates required fields