Top 5 Innovative Estate PlanningTechniques with Life Insurance

Distinguished Speaker Series

Top 5 Innovative Estate Planning Techniques with Life Insurance

Speaker: Marvin Blum

It’s a whole new world of estate planning: higher estate tax exemptions, higher capital gains tax rates, larger inheritances, etc. The list goes on and on. Sticking to just traditional estate planning techniques doesn’t cut it anymore. Marvin Blum will discuss the best innovative estate planning techniques using life insurance.

MARVIN E. BLUM is Founder and Managing Partner of The Blum Firm, P.C. The firm specializes in the areas of estate planning and probate, asset protection planning, planning for closely-held businesses, tax planning, tax controversy, and charitable planning.  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. 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. Mr. Blum was selected by his peers for inclusion in The Best Lawyers of America – Trusts & Estates. He twice had the honor of asking questions to Warren Buffett at Berkshire-Hathaway Annual Meetings, attracting international media attention. Mr. Blum is a highly sought-after speaker, has been quoted by The Wall Street Journal and The New York Times for his expertise on estate tax and income tax, and serves on the Editorial Advisory Committee for Trusts & Estates magazine.

*2 Continuing Educations hours pending for CFP, CTFA, CPA, Attorneys and Trust Officers

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