Roetzel Healthcare Hotspot

Author: Roetzel

The Roetzel HealthLaw HotSpot is a podcast for physicians and health professionals that covers the legal issues and trends that affect the health care industry. The Roetzel HealthLaw HotSpot Podcast is made available by the Firm and its attorneys for educational purposes and to provide general information, not to provide specific legal advice. Use of the Roetzel HealthLaw HotSpot Podcast does not create an attorney-client relationship between you and the Firm or any of its attorneys. The Roetzel HealthLaw HotSpot Podcast should not be used as a substitute for competent legal advice and you should contact an attorney in your state about any legal needs or questions you may have.
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Language: en

Genres: Business, Management

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Estate Planning Essentials for Healthcare Professionals
Episode 15
Thursday, 2 October, 2025

In this episode of the #HealthLawHotSpot, host Ericka Adler is joined by Donna Hartl from the firm's Tax Group to discuss why estate planning is essential for healthcare providers. Donna explains the basics of wills, trusts, and powers of attorney, highlighting how these tools help you avoid probate, protect your assets, and ensure your wishes are honored if you become incapacitated. The conversation also covers unique considerations for healthcare professionals, such as practice ownership, asset protection strategies, and the importance of keeping your plan up to date as your circumstances change. Topics include why estate planning matters for healthcare providers, avoiding probate and protecting your assets, planning for practice succession and disability, asset protection strategies including trusts and MSOs, and the importance of powers of attorney for property, healthcare, and business. Don't let another year go by without reviewing your estate plan, tune in now!