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Case Conclusion Date: 11.14.2007
Practice Area: Estate planning
Outcome: Estate and incapacity plan
Description: 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 professional 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.