Estate of Physician couple
Nov 14, 2007OUTCOME: Estate and incapacity plan
Both husband and wife are successful physicians with their own practices and concerns growing out of those practices. The practices are both organized as Subchapter-S corporations. They required prof ... essional practice provisions that address both their practices, which would include ancillary trustee provisions and subchapter-S provisions. Their retirement programs require stretch-out provisions. Included in the overall planning was asset protection, which is a major concern.
