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Philadelphia Area Physician Protection Planning

Serving King of Prussia, Springfield and Bala Cynwyd Areas

Doctors are unique in their need for both estate planning and asset protection planning. Over their lifetime, doctors are faced with three challenges to their financial portfolio: medical malpractice suits, taxes, and probate. At The Robinson Law Firm, we believe in comprehensive planning to mitigate all three challenges. Attorney Dahlia Robinson-Ocken is uniquely suited to understand the challenges that physicians face because she is married to a doctor in training.

Estate and Legacy Planning

Estate Planning, if done correctly, can reduce or eliminate the estate tax burden on a doctor’s estate. Click here for more information on estate planning fundamentals.

Asset protection

Asset Protection is not about hiding or concealing assets. It is about using the existing laws appropriately to obtain the best possible level of protection for the client’s assets in case an attack comes along. We cannot make the client’s assets appear not to exist, but we can create a structure that will make it much less attractive for a potential plaintiff to go after our client. Our preferred strategy is to allow the doctor to maintain control or at least oversight over the assets. The foundational step of every plan is adequate malpractice insurance.

Caution is needed here, however, because only a trained technician can appropriately utilize planning techniques to make them effective. As any doctor can understand, a patient would not go to a neurosurgeon to have a heart valve replaced. All surgeons are not equipped to handle all types of surgery properly. So too, a properly trained estate and legacy planning attorney, namely Dahlia Robinson-Ocken, is needed to create the best estate and asset protection plan.

Clients ask if an asset protection plan will make them invulnerable to lawsuits. The simple answer is that there may be circumstances that nobody can effectively control. Asset protection is time consuming, but worthwhile and the end result is considerably better than if no planning had been done at all. Note: the best time to plan is before the claim arises.

Philadelphia area Estate Planning and Elder Law attorney Dahlia Robinson-Ocken offers creative planning in the areas of estate planning, elder law planning, wills, revocable living trusts, long-term care asset protection planning, powers of attorney, medical powers of attorney, guardianships, irrevocable trusts, living wills, estate, probate and trust administration, probate avoidance, asset protection and planning for physicians, tax planning, lawsuit protection planning (including professional malpractice lawsuit protection planning), planning for minor children, faith-based planning, Medicaid planning, Veterans benefits planning and resources, charitable planning and gifting, special needs and disability planning, estate tax planning, business law and succession planning, and Medicaid applications and long-term care crisis planning. Dahlia serves the entire southeastern Pennsylvania and southern and central New Jersey region, including Philadelphia, Montgomery County, Delaware County, Bucks County, Chester County, King of Prussia, Springfield, and Conshohocken in Pennsylvania, as well as Camden County, Gloucester County, Burlington County, and Mercer County in New Jersey.