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Asset Protection for Physicians and their Practices: The Doctor is In---But Where is the Tax and Estate Planning?



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Asset Protection for Physicians and their Practices: The Doctor is In---But Where is the Tax and Estate Planning? 


Doctors and their practices are common targets for terrible and aggressive lawsuits which are commonly based upon bad results from treatment or procedures that have nothing to do with the doctor's skills or actions, and everything to do with the litigation system. Many advisors are not aware of the ways that physician can personally, and medical as well as their other health care practices, be much better protected than they commonly are from both malpractice and other liabilities. Many practitioners are also not aware of medical law violations that can often arise, how professionals advising practices need to spot such issues, and how to protect the practice and its physicians against possible whistleblowers, health care plans, and governmental exposures. 
 
In their LISI Webinar, Marty Shenkman and Alan Gassman will discuss the structuring of malpractice in insurance and group medical practices, how planning for medical, dental and other professional practices and their owners is different than for other businesses and professions, and also touch on some Section 199A planning techniques where tax savings can go hand in hand with better protecting a physician and her family. 
 

FREE
  • Checklists and charts that can be used to explain strategies will be made available to all participants. 
  • Also, a copy of Mr. Gassman's book, Grow Your Medical Practice and Get Your Life Back which was published in 2018 and co-authored with Wall Street Journal best selling author David Finkel and Pariksith Singh, MD will be offered to attendees as a download.  The book covers asset protection and practical planning for medical practices.      


There will be no CE for this webinar


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Alan S. Gassman is a lawyer practicing in Clearwater, Florida with the law firm of Gassman, Crotty & Denicolo, P.A. Alan has a Post-Master's Degree (LL.M.) in taxation from the University of Florida, and is a board-certified trust and estate lawyer. Alan will speak on Creative Planning Using IRC Sections 199A and 1202 at the 44th Annual Notre Dame Tax & Estate Planning Institute in South Bend, Indiana on October 11th and 12th. The brochure on this year's Notre Dame Tax & Estate Planning Institute can be viewed at this link: 44th Annual Notre Dame Tax & Estate Planning Institute.



Martin M. Shenkman, CPA, MBA, PFS, AEP, JD is an attorney in private practice in Fort Lee, New Jersey and New York City who concentrates on estate and closely held business planning, tax planning, and estate administration. He is the author of 42 books and more than 1,000 articles. Marty is the Recipient of the 1994 Probate and Property Excellence in Writing Award, the Alfred C. Clapp Award presented by the 2007 New Jersey Bar Association and the Institute for Continuing Legal Education; Worth Magazine’s Top 100 Attorneys (2008); CPA Magazine Top 50 IRS Tax Practitioners, CPA Magazine, (April/May 2008). His article “Estate Planning for Clients with Parkinson’s,” received “Editors Choice Award.” In 2008 from Practical Estate Planning Magazine his “Integrating Religious Considerations into Estate and Real Estate Planning,” was awarded the 2008 “The Best Articles Published by the ABA,” award; he was named to New Jersey Super Lawyers (2010-15); his book “Estate Planning for People with a Chronic Condition or Disability,” was nominated for the 2009 Foreword Magazine Book of the Year Award; he was the 2012 recipient of the AICPA Sidney Kess Award for Excellence in Continuing Education; he was a 2012 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels; and he was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. In June of 2015 he delivered the Hess Memorial Lecture for the New York City Bar Association. His firm's website is www.shenkmanlaw.com where he posts a regular blog and where you can subscribe to his free quarterly newsletter Practical Planner. He sponsors a free website designed to help advisers better serve those living with chronic disease or disability www.chronicillnessplanning.org which is in the process of being rebuilt. American Bar Association's The ABA Practical Guide to Estate Planning.


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