Marvin Blum joined the Dallas Estate Planning Council on March 2, 2023, to discuss “Life Insurance Planning Opportunities.” In this new world of estate planning, planners think “outside the box”

After putting all the elements of the estate plan in place, what’s next? The final, and almost always overlooked step, is a Red File. A Red File is a roadmap

Marvin Blum delivered the keynote address on “Business Succession Planning” for a symposium sponsored by the Purposeful Planning Institute on February 9,2023. Business succession planning is often described as the

Paper here and Slide Deck here: Marvin Blum at TXCPA East Texas CPE Expo on May 18, 2022, for “Last Chance Tax Planning – The Golden Age of Estate Planning

Marvin Blum joined the Midland-Odessa Business and Estate Council on March 8, 2022, to discuss “I Do Round Two – Second Marriage Estate Planning.” Paper: I Do Round Two –