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.

Real Estate

The Blum Firm, P.C.

Marvin E. Blum

Stacy Kelly

Son N.

Amanda Jones

Matthew Rittmayer

Frank L. Leffingwell J.d., Ll.m. (Taxation)

Lani Payne Sandu

Keith Morris

Julie Plemons

Julie Harris

Edward A. Copley

Dyann McCully

Doug Harvey

Christopher Beck

Caroline Shivers Watson

Annie B. Counts

Amanda Holliday

Eric P. Evans Phr, 🟢

The Legal Team at The Blum Firm, P.C. specializes in providing comprehensive legal counsel on estate and tax planning, asset protection, charitable planning, probate, guardianship, fiduciary litigation, business planning, and family legacy planning. This team works closely with high net-worth clients to understand their unique goals and develop customized strategies to achieve them, ensuring minimal tax liabilities and robust asset protection. By offering expert legal services, they help secure the financial future and legacy of families and businesses.

Legal Team

Legal Team

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