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The Estate Planning Doctor Is In: Where Are The Physicians?

By: Mark Monasky, MD, JD, FACS, FCLM.

INTRODUCTION:

Physicians are running scared. As a practicing neurosurgeon for seventeen years, I have never seen such low morale among doctors. There exists a foreboding sense of gloom and helplessness among physicians regarding the future of medicine and their personal financial future. While this is true for many other segments of society as well, the physician has a unique perspective. It is important for estate planning attorneys to understand this perspective in order to break into the physician market and provide the needed treatment.

Advancing Asset Protection in Your List of Offers

By: Kevin Quinn, J.D.

As the estate tax exemptions have increase, with the possibility of new legislation liberalizing Medicaid benefits, and the unprecedented number of bankruptcy filings, asset protection should take a new and more important role in our consciousness as planners.

Farm Succession Planning: What We’ve Learned Since San Antonio

By: Ted Gudorf, J.D. and David Beckett, J.D.

At last year’s WealthCounsel symposium in San Antonio, special emphasis was placed on the succession crisis that is looming for farmers nationwide. At the conference, we learned that over one-fourth of all farmers and half of all agricultural landlords are age sixty-five or older. Because the data suggests that only a fraction of the nation’s farmers have a succession or estate plan in place, the time to address these issues is now. It is important for all advisors to sound the alarm regarding the need for farmers to work with an estate planning team to properly manage assets and the intergenerational transfer of those assets. In this article, we will address the counseling-oriented, client-centered team approach, which, in the days since San Antonio, we have found particularly appropriate for our farm clients.

Estate Planning Considerations for the Divorcing Client

By: Alexandra S. Gadzo, J.D., LL.M.

We tell our clients during their initial estate planning consultation that incapacity, divorce and death will be discussed during our meeting. However, what happens when your prospective client is contemplating divorce, has filed for divorce or has just recently completed his/her divorce?

Planning Solutions for Families in Agriculture

By: Matthew A. Tavrides, J.D..

Estate, Business Succession and Wealth Preservation Planning are issues of immediate importance to farmers and ranchers. Not surprisingly, like most Americans the vast majority of the nation’s farmers and ranchers have no succession or estate plan in place. Although unlike other Americans, these families have much more at stake than a few mutual funds and a life insurance policy.

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Professor Beyer's Blog

First Nine Months of Washington's Death With Dignity Act: 63 Suicide Doses and 36 Confirmed Deaths
Sixty-three prescriptions were issued in Washington state to persons between age 48 and 95 during the first nine months after the state enacted the Death...
Transfer on Death Deeds Help Avoid Probate
Dennis M. Horn (attorney and partner, Washington, D.C.) and Susan N. Gary (professor of law, University of Oregon) have published their article Death Without Probate:...
Good Estate Planning Requires Time, Money, and Coordination of Professionals
A recent article posted on the Washington Post's website urges wealthy entrepreneurs who are often too busy to make an estate plan to consider doing...

Main Menu

Resources

The Estate Planning Doctor Is In: Where Are The Physicians?

Advancing Asset Protection in Your List of Offers

Farm Succession Planning: What We’ve Learned Since San Antonio

Estate Planning Considerations for the Divorcing Client

Planning Solutions for Families in Agriculture

Professor Beyer's Blog

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