The Blum Firm, P.C.
The Blum Firm, P.C., has been providing sophisticated, creative solutions and services for high net worth individuals since 1980. The seasoned expertise and leadership exhibited by the firm and it’s knowledgeable attorneys have earned the trust of their valued clientele, due to the assistance they offer in a variety of legal areas, including estate planning, tax planning, asset protection, business planning, probate, and tax controversy. As a specialty firm, The Blum Firm provides the ideal environment to serve the tax and estate planning needs of families, professionals, and businesses.
Founder and managing partner, Marvin E. Blum, and managing partner in the Dallas office, Steven W. Novak, and their knowledgeable staff work together to ensure each client’s asset protection and continued financial success and security. The firm is comprised of eight attorneys who are certified by the Texas Board of Legal Specialization in estate planning and probate law, two attorneys who focus on tax law, and seven team members who are CPAs.
Because they value practical resolutions in a variety of legal areas and understand the importance of customized options, The Blum Firm also offers a detailed analysis of each client’s existing documents and situation, the development of planning options, documentation drafting, and the implementation of a new strategy to help every individual move forward and reach their financial goals. The firm’s attorneys are able to help their clients achieve unparalleled, practical resolutions through clear, open channels of communication and turnkey service. Further evidence of The Blum Firm’s dedication to their clients’ satisfaction and personal success is the firm’s focus and specialization in the areas of law that directly affect and impact their clients’ estate planning needs, which helps individuals to save millions of dollars in estate, gift, and generation-skipping transfer taxes.
Additionally, the firm enjoys the pleasure and opportunity they have to aid their clients in meeting charitable goals. Many of the executives at The Blum Firm have been honored and recognized throughout the community for their own personal and professional efforts with local and national charities, including Campfire USA’s North Texas Council and the Fort Worth Symphony.