Marvin Blum, Attorney/CPA

Scott Bishop, Executive Vice President of Financial Planning for Avidian Wealth Management hosts a special edition of STA Money Hour with estate planning attorney Marvin Blum, the Founder of The Blum Law Firm – which has offices throughout Texas.  Mr. Blum started his firm over over 35 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.

During this edition of the STA Money Hour, Scott and Marvin discuss Estate Planning Strategies During Times of Uncertainty – and with the possibility of the Trump Tax Reform.  They discussed many topics on Estate Planning including an article recently written by Marvin Blum called “Filling in the Gaps” for which Mr. Blum was nominated as a “thought leader” article in Trust and Estates Magazine.

Reviewed By:

Shaheen Ladhani

Managing Partner

Avidian's wealth planning articles are reviewed for accuracy and alignment with current industry standards by Shaheen Ladhani, Head of Avidian's Endowment and Foundation practice, who brings over a decade of experience managing portfolios for private clients, endowments, and foundations.

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