Estate Planning for Professionals

When we are engaged by clients who are professionals, such as doctors, lawyers, teachers, architects, etc., there are often special estate planning issues that must be addressed. Given their busy lifestyles, and often lack of interest in and attention to financial and legal matters, clients who are professionals sometimes leave a mess following incapacity and/or death. Among the issues we often encounter with this type of client are:

  • Proper disposition of professional practices
  • Idiosyncrasies of Section 403(b) plans
  • Asset protection trusts and techniques
  • Estate planning for intellectual property