Proper Use of Legal Entities for Lawsuit Protection and Tax Reduction

Company Description:

Legally Mine is a legal services company designed to protect business and personal assets as well as finding

legitimate means of lowering tax liabilities. The company has been in business in its current format since 2007

and currently has more than 12,000 clients primarily coming from the medical and dental communities. Our

priorities are education of the medical and dental communities through our seminars and preparing our clients to

defeat both trial attorneys and over burdensome taxes.

Program description:

Our course will show you how to stop the threat of lawsuits before they ever get started by protecting your

assets in time tested and proven legal structures. These same structures allow us to help our tax attorneys shave

what you would normally pay in income taxes. These are little known tax helps that have significant case

history and have stood the test of time.

Program Agenda:

• The Misleading Healthcare/Business Professional Financial Crisis

o Legal Entities Defined

o Statistics related to courts

• Sources of Lawsuits in Healthcare/Business Settings

o New cases holding business/practice owners liable

o Employee action (vicarious liability)

o Joint Ownership Pitfalls

• Family Limited Partnership

o History

o Function of the limited partnership

o Structure

• Charging Order

o Concession that creditors seize not assets

o Distribution clauses

• LLC’s vs. FLP

o LLC’s modeled after FL

o LLC’s effectiveness

o

Objectives:

Upon completion of presentation, the attendees will know how to:

1. Maintain the focus of their medical practice on improved patient care rather than malpractice defense.

2. Structure their practice for lawsuits protection and prevention, improving overall operations

managements of the practice.

3. Protect practice and professional assets from lawsuits through applied risk managements techniques.

4. Understand basic practice management tools that can help decrease unnecessary loss of revenue.

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Eugene Barnett

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Dr. Jim Bridge, DVM CVA FAAO