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A Primer of Estate and Wealth Preservation Planning for Surgeons (IC31) - 2012 Annual Meeting
Faculty: Frank C. Hui, MD, JD, LLM
Keyword(s)
practice management, wealth, estate planning, planned giving
Moderator: Frank C. Hui, MD, JD, LLM
LEARNING OBJECTIVES:
- Understand the unique position of surgeons that require special Wealth Preservation and Wealth Transfer Planning strategies.
- Distinguish legitimate Asset Protection techniques from fraudulent transfers, tax evasions and asset concealments.
- Understand the legal basis of using Trusts, Entities and Valuation Discounts for Estate, Business and Wealth Preservation.
- Planning, including the potential legal challenges. Recognize the indications of using some of the widely used Wealth Preservation strategies without learning all the legal details.
Description
The course is designed to give a synopsis to busy surgeons who have a desire to consider, but have not pursued Business or Wealth Preservation planning, because of their busy schedule. The goal is to help surgeons to overcome the inherent distrust of attorneys and fear of the legal process. It will be presented in a power point format and in a manner that can easily be understood by an audience without extensive legal training. Principals will be explained with real life and hypothetical scenarios commonly encountered by surgeons. The ultimate goal of the course is to allow the audience to understand Wealth Preservation issues unique to surgeons and give them enough basic knowledge to actively participate in the planning process with their attorneys, if and when they desire to do so.
Courses in package:
| Title | Credit(s) | |
|---|---|---|
| 1 |
Faculty: Frank C. Hui, MD, JD, LLM
|
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| 2 |
Faculty: Frank C. Hui, MD, JD, LLM
|