Florida physician & medical practice planning
Protect Your Family.
Protect Your Practice.
Estate and business continuity planning for physicians.
Your personal estate plan and medical practice arrangements should be coordinated, so authority, operations, and ownership are considered before an unexpected interruption.
Designed for medical professionals
A coordinated approach to a complex set of responsibilities
The right plan considers both personal assets and the operational realities of a professional practice.
Practice Continuity
Consider who can handle authorized administrative and business functions if you are unavailable.
Business Ownership & Agreements
Align your entity documents, partner obligations, and potential ownership transitions.
Personal Estate & Asset Planning
Coordinate trusts, wills, decision-makers, and ownership with your family goals.
Income & Long-Term Value
Evaluate business and family consequences of a sudden transition, retirement, or sale.
Personalized planning
Physician planning is not just document preparation.
A physician may have professional obligations, business structures, contracts, and income sources that need separate, coordinated legal consideration.
- Understand who has authority to make business decisions
- Review practice ownership and successor arrangements
- Coordinate personal estate planning with business obligations
A clear path forward
How to get started
Begin with the right conversation, then make informed decisions about the legal structure you need.
Describe the practice
Identify whether you are a solo owner, partner, or investor and outline your existing structures.
Evaluate coordination
Discuss the potential gaps involving legal authority, succession, personal planning, and contracts.
Choose a strategy
Review the available physician strategy-session process and select the next step for your situation.
Questions & answers
Frequently asked questions
Can my spouse automatically run my medical practice?
Not necessarily. Professional ownership rules and legal authority can impose restrictions. A Florida attorney should review the specific practice structure.
Does an LLC automatically protect practice continuity?
No. An entity does not substitute for succession and authority planning, and professional ownership requirements may also apply.
Can my estate plan coordinate with practice agreements?
Yes. Documents can be reviewed together so that personal planning does not conflict with ownership or transition provisions.
Are physician strategy sessions free?
The firm’s existing physician page describes a paid, focused strategy session. Review its current booking terms before scheduling.
Meet Attorney Sonia Muñoz Gallagher
Founder of Family Wealth Law, Sonia works with Florida families, physicians, and business owners on estate planning and succession strategies. Learn more about the firm or schedule a conversation to discuss your situation.
Ready for a practice-specific review?
Explore the physician strategy session on Family Wealth Law’s existing service page.