Estate Planning For Physicians

How to Attract Physician Clients and What to Do When You Get Them

About the Program
Physicians accumulate significant assets over the course of their career and have high liability. Special protections and strategies are needed to pass on and preserve those assets while minimizing estate taxes. Attend this webcast and learn the secrets of attracting physicians as clients and planning strategies to protect their assets.

Take Away

Secrets to obtaining and retaining physician clients
What not to do with physician clients
Selecting the proper practice entity
Strategies to protect the assets of the practice entity
Personal asset protection planning for physicians

Continuing Education Credits
Approved for 0.5 hour CLE in AR, CA, NY (1.0 in FL). Approved for 1.0 hour CPE (NASBA). Approved for 1.0 hour of CFP. (CLE forms linked above.)

Estate Planning for Physicians

Our “Thought Leader Series Webcasts” are complimentary and are offered once each quarter to forward-thinking practitioners who want to stay on the leading edge of knowledge. Please check the Education Calendar for upcoming webcasts.

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