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Physician estate & liability strategy

Physician Strategy Session Application 

ESTATE PLANNING AND LIABLITY PROTECTION FOR PHYSICIANS: 

PROTECT YOUR PERSONAL ASSETS BEFORE EXPOSURE BECOMES A PROBLEM

For physicians purchasing, growing, or restructuring a medical or dental practice, this 90-minute strategy session identifies legal gaps in your estate plan and exposure to liability before they become costly problems. 

Schedule My Strategy Session

where physicians are exposed without realizing it

Most physicians assume that income, insurance, and basic estate documents are enough to protect what they have built. In reality, gaps between personal assets, practice ownership, and legal structure can recreate significant exposure. 
​These issues are often not identified until there is a triggering event, such as a lawsuit, creditor issue, or internal business dispute. 

  • Personal assets are not aligned with business liability
  • Estate plans do not reflect current practice ownership or income level
  • Legal structures are incomplete and improperly coordinated
  • Insurance is treated as the primary solution instead of part of a broader legal framework
  • No clear strategy exists for limiting exposure as income and assets grow

This is not a documentation issue. This is a structural issue.

What happens in the strategy session​

  • Review of your current personal assets and exposure to liability
  • Analysis of your practice structure and ownership
  • Identification of gaps in your estate plan
  • Evaluation of how your legal structure aligns with your risk profile
  • Clear recommendations based on your current stage of practice and income

By the end of this session, you will have a clear understanding of where you are exposed, what needs to be corrected, and what structure should be put in place.

Following the session, you will be placed into one of three planning structures based on complexity, asset level, and exposure:

  • Foundational Planning
  • Integrated Planning
  • Advanced Planning

You will receive a clear recommendation and a fee structure before any implementation begins.

Schedule My Strategy Session

This is a structured legal process, not a general consultation

This session is designed for physicians who are actively building, acquiring, or managing a medical or dental practice and want to ensure their personal assets and legal structure are properly aligned.

If you are increasing income, taking on ownership, or expanding your practice, this is the point where gaps in legal structure create unnecessary exposure.

This process is focused, direct, and designed to identify what needs to be addressed now, not later.

THIS IS NOT INTENDED FOR GENERAL QUESTIONS OR BASIC DOCUMENT REVIEW

 

Schedule My Strategy Session

the feit law firm
​Debra L. Feit, Esq.

2255 Glades Road, Suite 324a, Boca Raton, FL 33431
​954-995-5400
www.thefeitlawfirm.com
debra@thefeitlawfirm.com
​

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