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Top 5 Innovative Estate PlanningTechniques with Life Insurance

  • Tuesday, September 10, 2019
  • 3:15 PM - 7:00 PM
  • Community Foundation

Distinguished Speaker Series

Top 5 Innovative Estate Planning Techniques with Life Insurance

Speaker: Marvin Blum

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.

Guest fee is $55.00. Please submit payment to
SWFEPC for all guests.

Event Location:
2635 Fruitville Road
Sarasota, FL 34237

Event Time:
Registration & Social 3:15pm  SPECIAL TIME (sharp)
                                           for special SWFEPC photo

Speaker 4:00pm to 6:00pm

Buffet Dinner and Cocktails to Follow  

MARVIN E. BLUM is Founder and Managing Partner of The Blum Firm, P.C. The firm specializes in the areas of estate planning and probate, asset protection planning, planning for closely-held businesses, tax planning, tax controversy, and charitable planning.  Mr. Blum is known for creating customized, cutting-edge estate plans, now serving hundreds of high-net-worth families, several with a net worth exceeding $1 billion. He was chosen as one of the “Nation’s Top 100 Attorneys” by New York’s Worth magazine and was also named one of the Top 100 Super Lawyers in Texas by Thomson Reuters. Mr. Blum was selected by his peers for inclusion in The Best Lawyers of America – Trusts & Estates. He twice had the honor of asking questions to Warren Buffett at Berkshire-Hathaway Annual Meetings, attracting international media attention. Mr. Blum is a highly sought-after speaker, has been quoted by The Wall Street Journal and The New York Times for his expertise on estate tax and income tax, and serves on the Editorial Advisory Committee for Trusts & Estates magazine.

*2 Continuing Educations hours pending for CFP, CTFA, CPA, Attorneys and Trust Officers

Sponsored by:



Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

Email Us:

PO Box 2098
Sarasota, FL 34230