Topic: Comprehensive Wealth Protection for Dental Professionals

Free Webinar: Attendees will receive the zoom link one day prior to the webinar.

Dentists will learn how to integrate estate planning tools with advanced tax strategies to protect their practice, family, and legacy.

Why Attend?

• Avoid costly and lengthy probate through proper trust planning.
• Protect your practice and assets from lawsuits, divorce, and creditors.
• Reduce estate, capital gains, and income tax exposure.
• Learn practical strategies for practice transition and wealth transfer.

Takeaways:

• A clear framework for combining trusts with tax mitigation.
• Real examples tailored to dental practice owners.
• Actionable steps to safeguard your wealth and family.

Speakers

Bardia Hariri, MBA
Jae B. Lindgren, Esq.