Experienced Healthcare Attorneys

Serving Doctors and Dentists to Start Up and Grow Your Healthcare Practice.

Legal Services

We provide legal and business services to doctors, dentists and other healthcare professionals with practice formations, partnership agreements, practice purchases and sales transactions, space sharing agreements, office leases, and estate planning.

1. Practice Formation

2. Practice Transition

3. Practice Governance

Why Hire Us?

We specialize in the legal needs of healthcare professionals, and understand the intricate details specific to physicians, dentists, veterinarians, optometrists, and other healthcare providers. Our expertise encompasses the unique legal details of healthcare practices, as well as the integration of estate planning for preserving your practice value and transition in the unforeseen event of death and incapacity.

Coming from a family of doctors, including relatives who are dentists and a husband who is an urgent care physician, Linda intimately understands the multifaceted challenges faced by practitioners in providing quality health care to their patients while also running a business.

The foundation of our specialization and expertise stems from our intimate family ties to the healthcare industry. Balancing the responsibilities of patient care and managing a healthcare business is a complex task. It's this profound understanding that fuels the mission of the Serva Law Group, igniting our passion to deliver comprehensive and efficient legal solutions to support practitioners in the healthcare field.

Dedicated to Helping You and Your Practice Succeed

Practice Formation

Dentists and other medical professionals desiring to start up a healthcare practice must adhere to specific regulations set forth by the boards of their professions. Serva Law Group works closely with healthcare providers, with an intimate understanding of these nuances.

Doctors and Dentists Are Different

Our attorneys provide specialized knowledge of health law issues that are unique to doctors and dentists, such as compliance with the Moscone-Knox Act and professional board regulations in setting up a professional corporation.

Practice Transition

The sale or acquisition of a healthcare practice necessitates more than simply settling on deal terms; it involves the drafting, evaluation, and negotiation of numerous contracts to execute the parties' intentions. In the realm of healthcare practices, navigating through nuanced issues related to the profession and adhering to federal and state regulations is imperative. These considerations encompass determining the appropriate business structure for the purchase, the transferability of the practice's name to the buyer, handling patient records and protected health information, and compliance with corporate practice of medicine regulations.

Healthcare professionals face unique considerations specific to their field and must grapple with regulatory matters when making such decisions. Mishandling these intricate matters can significantly impact the sale and result in various liabilities for the buyer or seller.

Practice Governance

Whether a doctor is the sole shareholder of a professional corporation or practices within a group practice, all healthcare businesses require strong operational contracts to mitigate and minimize your liabilities. Serva Law Group offers business counseling services to dentists, doctors, and other healthcare providers to assist them with legal counsel related to the maintenance and operations of their practices.

Regardless of whether you operate as the sole owner of a professional corporation or are part of a group practice, robust operational contracts are essential for reducing and managing liabilities in all healthcare businesses. Serva Law Group provides business advisory services tailored for dentists, physicians, and various healthcare providers, offering legal guidance concerning the day-to-day management and function of healthcare practices.

Estate Planning Is Different For Dentists

Proper estate planning for dentists is a crucial responsibility and, when done correctly, ensures your dental practice’s longevity. It preserves your legacy, safeguards your loved ones, and maintains patient care continuity. Estate planning for dentists extends beyond personal assets to include their dental practice. In California, a dental practice can only be owned by a licensed dentist (with a few minor exceptions). As a dentist, your dental practice is likely one of your most significant assets, and it needs to be properly handled after death.

Customized estate planning for dentists is necessary for the enduring success of your dental practice. It serves to safeguard your legacy, protect your family, and secure the ongoing continuum of patient care. Estate planning for dentists goes beyond personal wealth management and encompasses the seamless transition of their dental practice. As a dentist, your dental practice likely represents one of your most substantial assets, necessitating proper handling and succession planning.

Why a Customized Estate Plan is Essential for Dentists

Safeguarding Your Dental Practice

Dentists invest many years and financial resources in building their practices. These practices are not merely businesses but substantial assets that require protection. Without an estate plan, uncertainty looms over the fate of the practice following the dentist’s passing. It might be hastily sold, undervalued, mismanaged, or closed down.

Avoiding Probate of Your Dental Practice

Probate can be a prolonged and costly process. Dentists can expedite and potentially reduce the cost of transferring assets to heirs by establishing a trust for dentists within their estate plan.

Ensuring Continuity of Patient Care

Dentists have a responsibility to their patients. In case of sudden incapacitation or death, an estate plan ensures arrangements are in place for continued patient care. This might involve designating a successor to take over the practice or organizing access to patient records and files.

Tax-Savvy Estate Planning for Dentists

A well-crafted estate plan can effectively manage tax obligations. The considerable value of a dental practice can substantially increase the estate’s overall value, potentially resulting in high estate taxes. Proactive planning can help diminish these taxes and preserve more of the estate for heirs.

Protecting Your Family

Dentists seek to ensure the well-being of their loved ones after their passing. An estate plan may encompass instructions for distributing personal and business assets, life insurance policies, and ensuring financial security for family members. Moreover, if there are minor children, an estate plan allows for nominating their guardians and outlining how and when they receive their inheritance.

Peace of Mind

Having an estate plan provides peace of mind and a sense of tranquility. Dentists can rest assured knowing they have a well-devised plan in place that safeguards their practice, provides for their family, and preserves their legacy.

Your dental practice cannot simply be transferred like a personal asset. Without a proper dental estate plan, there's a risk that your practice might be sold off hastily, undervalued, or managed in a way that doesn't align with your intentions. With a well-defined dental estate plan, you control the handling of your practice and designate someone knowledgeable with dental practices to help oversee operations in a manner that preserves its value before any potential sale. This approach helps prevent forced sales, safeguards the practice's value, and provides for your family. Essentially, comprehensive estate planning for dentists is crucial for ensuring the longevity of your dental practice, safeguarding your legacy, securing your loved ones, and maintaining the continuity of patient care.

Who We Serve

Our clients include: