REGISTRATION FOR THIS EVENT IS CLOSED

WALK-INS WILL NOT BE GUARANTEED A MEAL

CASH OR CHECK ONLY AT THE DOOR

JOIN US FOR FOR OUR GENERAL MEETING

MARCH 14, 2023

11:30 - 1:00 p.m.

Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas

(Box Lunch Will Be Provided)

RSVP DEADLINE:

Tuesday, March 7 (5:00 p.m.)

 IN SEARCH OF 'FAMILY GLUE':

IMPROVING THE ODDS OF

MULTI-GENERATIONAL SUCCESS

Speaker:

Marvin Blum

While the process of estate planning continues to focus on technical factors (tax, asset protection, etc.), there is an evolving call to add to that planning model a focus on clients’ qualitative goals and the need to not only prepare the estate for the heirs but to also prepare the heirs. We will examine tools and best practices for preparing heirs to responsibly receive, manage, maintain, and pass on generational wealth. 

MARVIN E. BLUM is an attorney and CPA based in Fort Worth. 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 40 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 Texas Cultural Trust. 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.

TO MAKE YOUR RESERVATION:

Click on the above "Register" Button

or

Go to the Website:

www.dallascharitablegiftplanners.org

SPONSORED BY:

The Dallas Foundation and C3 Financial Partners

We Would Like to Thank All of Our 2023 Sponsors:

Communities Foundation of Texas

C3 Financial Partners

The Dallas Foundation

Dallas Jewish Community Foundation

Farmers National Company

Heritage Auctions

HighGround Advisors

PNC Institutional Asset Management

Southern Methodist University

Southwestern Medical Foundation

Holland & Knight

Texas Presbyterian Foundation

DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com