Protect What You've Earned: A Physician's Guide to Asset Protection, Estate Planning & Wealth Strategy

Physicians face unique financial risks, from malpractice exposure to the high tax burdens that come with a high income, yet most have no formal plan to protect the wealth they've worked so hard to build. This session cuts through the complexity to deliver a practical, plain-English roadmap for comprehensive asset protection. Led by renowned healthcare attorney Ali Oromchian, J.D., LL.M., this presentation goes beyond basic estate planning to address the full picture of financial defense for employed physicians: how to legally shield personal assets from creditors, how to use trusts strategically, and how these legal tools work hand-in-hand with smart wealth management, tax planning, and insurance strategies.

Whether you're just starting to build wealth, approaching retirement, or simply realizing your current plan has gaps, this session will give you the framework to build a truly bulletproof financial life.

Attendees will leave with the ability to:

·       Understand the essentials — Know what probate, wills, and powers of attorney do and why skipping them is costly.

·       Choose the right trust — Distinguish between Revocable Living, Testamentary, Irrevocable Asset Protection, and ILIT trusts, and know when each applies.

·       Use trusts to transfer wealth efficiently — Reduce estate taxes and move assets to heirs with minimal friction.

·       Build an integrated protection plan — See how estate planning connects with taxes, retirement accounts, insurance, and investments.

·       Protect outside assets with the right entities — Use LLCs and similar structures to shield rental properties, side income, and outside investments from liability.