Estate Planning FAIL: Trusts Without Pour-Over Wills

Robert Sewell
Partner at Davis Miles McGuire Gardner, PLLC

  This is the first article in a new series by Probate Litigation  attorney Robert Sewell which will focus on “war stories” regarding common estate planning mistakes, as seen by a probate and trust litigator.  These stories are meant to serve as lessons for the average reader.  If you see the fact pattern below in your estate plan, […]

Legal Mistakes to Avoid When Selling Medical Practices, Businesses

SELLING PRACTICE

Many doctors and business owners across the U.S. are in the process of working on selling their practices and/or on a succession plan. Here are four common legal issues to watch out for when selling your medical practice, or any other business: 1. Failing to be independently represented Whether buying or selling a practice, it’s […]

Asset-Protection Basics You Must Understand in 2015

BUSINESS AND MEDICAL PRACTICE OWNER LAIBILITY

Here are some key conceptual issues about Asset Protection doctors and business owners should understand as we go into a new year: 1. The best medicine, just as in your profession, is prevention, not treatment. Timing is always a key concept from a legal perspective; you may be legally unable to act (fraudulent conveyance, voidable […]

D.E.A. Raid on NFL and Doctors: Opiod Prescription Risks

Dr. Zaheer Shah, MD, JD

A recent DEA operation included the surprise search and interview of players and staff including medical staff of several NFL football teams including the Washington Redskins and the Tampa Bay Buccaneers, according to news reports. This investigative action comes on the heels of a lawsuit filed on behalf of former players alleging that NFL doctors […]

Employment Review Tips for Your Medical Practice or Busienss

A new year is a logical time to a handle a variety of employment related issues. Employee reviews are a key part of the process that will help you manage liabilities and encourage continued success and performance. We’ve covered a variety of employment related issues ranging from the basic steps all business and medical practice owners and […]

What Baby Boomers Must Know About Selling Their Business

Attorney Susan Wells

We provide asset protection planning for many types of people. One of my favorite types of client is the successful business owner who is ready to sell and enjoy the fruits of their hard earned labor. Contrary to popular advice, your liability does not end at the sale and one of the things I’m always […]

Celebrity Medical Patients Require Extra Supervision, Create Higher Risks

SURGICAL CENTER AND MEDICAL PRACTICE LIABILITY

Celebrity (or just high-profile) patients present a number of unique challenges for medical practices and require additional supervision and compliance measures to protect the practice, the patients and staff.     In last week’s discussion I provided some detail on the death of Joan Rivers during her treatment at an outpatient surgery center (ASC), and […]

Joan Rivers’ Death Puts Liability Spotlight on Outpatient Surgery Centers

ASC LIABILITY ISSUES

Comedienne Joan Rivers went into cardiac arrest while being treated at an ASC, or outpatient surgery center and died a week later after lapsing into a coma. As a result, ASCs are in the media and regulatory spotlight for a variety of legal issues, including doctor referrals, standards of care and how they are run, often not […]

Asset Protection Attorney Ike Devji Featured In Wall St. Journal

Asset Protection Attorney Ike Devji

Phoenix, Arizona. Asset Protection attorney Ike Devji was recently featured in a Wall Street Journal story about Offshore Asset Protection Trusts by Norb Vonnegut. “It was pleasure to be part of Norb’s story, especially since he took the time to ask the right questions and do his homework, most reporters focus only on the sensational […]

Is Using Offshore Trusts for Asset Protection Still a Good Idea?

OFFSHORE ASSET PROTECTION TRUSTS

There are many specific methods for implementing Asset Protection planning, some work some don’t. We’ve always had a bias towards the use of offshore trust structures set up at the right time, in the right place with the right language. Why? Because they take the discretion away from plaintiffs and their attorneys and create a […]