Estate Planning for ENT Physicians

An otolaryngologist's estate often includes more than a home and retirement accounts. You may own shares in an ENT group, an audiology or hearing aid business, an ASC, or a medical office building, or hold rollover equity from a private-equity deal. Each may come with an agreement that controls what happens to your share. A coordinated estate plan helps your family and partners avoid confusion. Physician Planning Partners is an introduction service. We connect ENT physicians with independent estate planning attorneys we select to partner with.

What makes ENT estate planning different

• Several business interests. Clinical practice, audiology, allergy, sleep, and ASC interests may be held in separate entities with separate buy-sell terms.
• Recent PE activity. Private equity has moved into ENT and audiology in recent years. Rollover equity often comes with transfer restrictions an attorney should review.
• Hearing aid business value. An audiology business with a strong patient base can be a meaningful asset in its own right.
• Incapacity planning. ENT surgery requires fine motor skill. Plans should address who manages your business interests if you can't practice.

Topics an estate attorney may review

1. Wills, revocable trusts, and guardianship for children.
2. How group, audiology, ASC, and real estate interests pass under each agreement.
3. Durable powers of attorney and healthcare directives.
4. Beneficiary designations on retirement plans and insurance.
5. Charitable and family legacy goals.

Only a licensed attorney can advise on your situation, and state law varies. The attorney we introduce works for you, not for Physician Planning Partners.

Bring your agreements

Gather your operating agreements, buy-sell documents, and any PE deal documents before your first meeting. Reviewing them together helps keep your estate plan and business agreements consistent.

How the introduction works

1. Tell us about your family, ownership interests, and current documents.
2. We suggest an independent estate planning attorney we partner with.
3. You meet them directly and decide whether to engage.

Frequently asked questions

Do you draft wills or trusts?

No. Physician Planning Partners isn't a law firm. The attorneys we introduce do that work under their own license.

I have rollover equity from a PE deal. Does that affect my estate plan?

It often does, because of transfer restrictions and valuation questions. An attorney can review the deal documents.

How often should I update my plan?

Common triggers include marriage, children, buying into a practice, or selling one. Ask an attorney if your documents are current.

Is there a cost for the introduction?

No. You pay the attorney directly if you engage them. We may receive compensation from partner businesses.

Physician Planning Partners is an introduction service, not a law firm, and this page is general information, not legal advice. See our disclaimer.