Who we help · Physicians & medical professionals
Protect what you have built, at work and at home.
Doctors, dentists and practice owners face planning questions most families do not: liability exposure, ownership of a practice and large retirement accounts. We help you plan for all three, well before you need to.
How we help
The questions that come up at this stage of life
Our practice focuses on California families with U.S.-based assets.
- Liability and creditorsCoordinated entity and trust planning can help separate certain liabilities. Protection varies by asset and claim, no structure guarantees it, and an entity does not eliminate liability for your own professional negligence.
- Your practice interestYour trust should say what happens to your share of a medical or dental practice, and work with any agreements you have with partners.
- Retirement accountsLarge retirement balances pass by beneficiary designation. We coordinate them with your trust and your family's needs.
- IncapacityPowers of attorney let someone you trust keep your practice and finances running if you cannot.
Asset Protection PlanningCoordinated entity and trust planning to help separate certain liabilities and protect what you leave to heirs.Revocable Living TrustsSet out who receives what, with a path that generally avoids formal probate for trust assets.Estate & Gift Tax PlanningSLATs and lifetime gifting for estates that may exceed the federal exemption.Powers of Attorney & Health Care DirectivesChoose the people who make financial and medical decisions if you can't.
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Request an appointmentLet's talk about your plan.
Meetings are by appointment, weekdays 9:30 AM – 5:00 PM, by Zoom or at our offices. Call 888.380.2288 or 415.693.8882, or request a time online. Consultations in English, Cantonese or Mandarin.