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The Role of Litigators in a Modern Estate-Planning PracticeThe Role of Litigators in a Modern Estate-Planning Practice

Get help recognizing and diagnosing potential issues.

8 Min Read
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A healthy internal culture is a vitally important asset of a modern law practice and a key contributor to a firm’s continued success. Estate planners in particular work to create a caring and collaborative environment. Understandably, the firm is protective of that culture, especially when adding new members to the team. When an estate-planning practice decides to add a litigation component to the office, the firm must proceed carefully to ensure that the attorneys and staff continue to meld well so as to avoid disrupting that culture.

Estate planners are generally considered thoughtful and contemplative attorneys who mull over various tax and logistical aspects of a client’s estate to cultivate the best plan for the family. Litigators ar...

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About the Authors

Marvin E. Blum

C.P.A

http://www.theblumfirm.com/

 

 

The Blum Firm, P.C., established by Marvin Blum over 30-years ago, has law offices in Fort Worth, Dallas, Austin, and Houston and specializes in the areas of estate planning and probate, asset protection planning, 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. 

 

Mr. Blum 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.  Mr. Blum 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 Texas Monthly Magazine.  He is a highly sought-after speaker and lecturer among his peers, having made numerous presentations to legal and tax professionals, and has recently been named to the Editorial Advisory Committee for Trusts & Estates Magazine

 

Mr. Blum is highly dedicated to his community and currently serves as Secretary/Treasurer and one of three Board members (along with Emmitt and Pat Smith) of the Pat & Emmitt Smith Charities, a public charity devoted to creating opportunities for disadvantaged children.  Mr. Blum is in his 35th year as Treasurer of the Fort Worth Symphony, and served as Presiding Chair for numerous terms of The Multicultural Alliance, formerly The National Conference of Christians and Jews, a service organization fighting bias, bigotry and racism.  Mr. Blum has recently joined the Texas Cultural Trust Board of Directors to help raise public and legislative awareness of the importance of the arts in Texas. 

 

Mr. Blum, an attorney and Certified Public Accountant, is Board Certified in Estate Planning & Probate Law and is a Fellow of the American College of Trust and Estate Counsel.  He earned his BBA (Highest Honors) in Accounting from the University of Texas in 1974, where he graduated first in his class and was named Ernst & Ernst Outstanding Student in Accounting.  Mr. Blum received his law degree (High Honors) from the University of Texas School of Law in 1978, where he graduated second in his class and was named the Prentice-Hall Outstanding Student in Taxation.  Mr. Blum and his wife, Laurie, reside in Fort Worth, Texas.

R. Keith Morris, III

Partner, The Blum Firm, P.C

R. Keith Morris, III is a partner at The Blum Firm, P.C. in Fort Worth, Texas.