Our firm has been helping physicians for decades. We understand the medical practice and all the benefits, risks, and fulfillment it can bring.
From selling your practice to shielding assets, we help our physician clients protect the legacy they’ve built while practicing medicine.
Estate planning is simply setting up the framework to ensure your wishes are upheld if you were to pass away or become incapacitated.
There are elements to consider like avoiding the probate process, maintaining privacy, and shielding the estate from estate taxes.
Physicians often also require counsel for business planning. We help look at the practice’s operations and the desired outcome for ownership. From there, we can help craft an exit strategy that maximizes your time, money, and energy invested into the practice.
Our team of seasoned estate planning attorneys have seen just about every situation imaginable for physicians.
This practice area is unique both for the amount of liability incurred, but also size of assets requiring diligent oversight.
The many legal tools our team can utilize include:
Over the years, physicians develop special bonds with their patients. If you’re in the same location long enough, you will likely even see multiple generations from the same family. That relationship is built on trust.
Our relationship with our physician clients too is built entirely on trust. We help you envision what their ideal tomorrow looks like. Those hopes and dreams can take many different forms.
With the utmost discretion and professionalism, we then work to formulate the legal framework that protects that vision long-term.
From initially drawing up legal documents to revisiting the estate plan to ensure ideals continue to line up, we’re here to support you every step of your journey.
With many years spent counseling those in the medical fields, we have the foresight to develop the most cost-effective plans to safeguard your plans for the future.
Best of all, we help make the process easy and straightforward for busy physicians.
Our creative and highly-customized solutions look first to your goals and needs in order to develop and implement an estate plan that captures every detail.
Practicing medicine, it can be so easy to get enveloped in the day-to-day and completely forget about what happens next.
Some of the top situations to avoid include: