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Hosted by The Tampa Bay Estate Planning Council

Top 5 Innovative Estate Planning Techniques with Life Insurance

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.

Join us on November 18th for a webinar with Marvin E. Blum, JD, CPA. From SLATs to FASTs, he'll share insights on the Top Five Innovative Estate Planning Techniques with Life Insurance.

Wednesday, November 18, 2020
5:00 PM - 6:15 PM


ZOOM Virtual Event

Speaker Profiles


Marvin E. Blum, JD, CPA
The Blum Firm, PC

Marvin E. Blum is an attorney and CPA based in Fort Worth, Texas. He is Board Certified in Estate Planning and Probate Law and is a Fellow of the American College of Trust and Estate Counsel.

Mr. Blum founded The Blum Firm, P.C. over 38 years ago. The firm specializes in estate and tax planning and the related specialties of asset protection, business planning, business succession planning, charitable planning, family legacy planning, fiduciary litigation, and guardianship. The Blum Firm has grown to be one of the premier estate planning firms in the nation, known for creating customized, cutting-edge estate plans for high-net-worth individuals.

Mr. Blum serves on the Editorial Advisory Committee for Trusts & Estates magazine. He is Treasurer for the Fort Worth Symphony and the Texas Cultural Trust. He is Secretary/ Treasurer of the Pat & Emmitt Smith Charities and a member of the Boards of Directors of the Multicultural Alliance and B Sharp Youth Music Program.

Mr. Blum earned his BBA (Highest Honors) in Accounting from The University of Texas and received his law degree (High Honors) from The University of Texas School of Law.

Event ID  246