Executive & Physician Planning

Executives often need advice on how to structure their compensation packages, including stock options and other corporate benefits, in ways that dovetail with their overall estate plan. Through a collaborative effort with our Business Services attorneys, we counsel executives on strategies for optimizing their compensation and minimizing their estate tax liability.

We routinely advise physicians on ways to structure their estate plans in light of the challenges posed by a heavy concentration of retirement accounts. We also work with our Trust & Wealth Management Group on wealth management and with our Bankruptcy & Insolvency Practice Area on asset protection. We strive to tailor each representation to our client’s needs and we work closely with physicians to meet their individual estate planning goals.