The Blum Firm, P.C.
Emily Carlos, MBA, serves as a Legal Assistant at The Blum Firm, P.C. since July 2023, providing administrative and legal support to four attorneys and handling communication with clients and court personnel. In addition to current responsibilities, Emily has been a Notary Public for the American Association of Notaries since 2020, specializing in verifying the authenticity of various legal documents. Previous experience includes the role of Treasurer for the Student Government Association at Dallas Baptist University from October 2020 to May 2023, where budget planning and financial reporting were key duties. An Attorney's Assistant at the Law Office of Jasmit Dhaliwal and the Law Office of Amanda Gallegos, Emily has demonstrated proficiency in client communication, document drafting, and administrative law processes. Emily is pursuing a Bachelor's and Master's degree in Business Administration and Management at Dallas Baptist University, anticipated to graduate in 2024.
The Blum Firm, P.C.
Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate, guardianship, fiduciary litigation, business planning, succession planning, and family legacy planning. As a specialty firm, we strive to provide the ideal environment to advise high net-worth families, professionals, and businesses on tax, estate planning, and related matters. We place special emphasis on truly understanding our clients’ goals, both tax and non-tax related, and designing creative plans to achieve those goals. Each situation is unique, and we take pride in providing customized solutions that meet our clients’ needs. In addition to our traditional lines of practice, we also advise businesses on ways to minimize taxes, protect the business and its owners from liability exposure, and plan for business succession at death or retirement. In the current environment, individuals are seeking the firm’s services more and more for asset protection purposes, including protecting their children’s inheritance from creditors, divorce, and taxes. Foresight and advance planning significantly impact your ability to provide security for future generations.