Dan McNeff

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Safeguarding Wealth: Asset Protection & Tax Strategies

Dan McNeff, Owner & CEO, Legally Mine

Description:  

Learn how to structure your practice for lawsuit protection and prevention, how to protect your professional and personal assets from lawsuits, reduce your malpractice insurance costs, how to protect your retirement plans from judgements and seizures, and how to minimize vicarious liability for the acts of other professionals and staff.  

Topics:  

• 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 a limited partnership  

  o Structure  

• Charging Order  

  o Concession that creditors seize no assets  

  o Distribution clauses  

• LLC vs. FLP  

  o LLC modeled after FLP  

  o LLC effectiveness  

Objectives:  

Upon completion of this 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 practices for lawsuit protection and prevention, improving overall operations management 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.

Dan McNeff is the CEO of Legally Mine and a nationally recognized speaker and asset protection strategist. With over 20 years of experience running his own businesses and 15 years as Senior Vice President of one of the nation’s largest financial services companies, he brings deep expertise in legal risk management, tax strategies, and wealth preservation for healthcare professionals and business owners.    A published author, Mr. McNeff has written one book and contributed numerous articles to magazines and newspapers, sharing practical guidance on protecting assets and minimizing tax liability. He has conducted hundreds of seminars and educational sessions, helping thousands of professionals safeguard their personal and business wealth while optimizing their financial strategies.    His presentations focus on proactive planning, legal structuring, and actionable strategies tailored to medical and professional audiences. Mr. McNeff emphasizes education and prevention, equipping attendees with the tools and knowledge to make informed decisions that reduce risk, protect assets, and support long-term financial stability and practice growth.