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July 30, 2025 32 mins
In this episode, hosts Brad and Michael dive into the story of a successful plastic surgeon who used estate planning strategies to transfer wealth and ownership to his family. What was originally intended to protect his assets ultimately backfired when a personal scandal gave his family the power to remove him from his role as CEO. Tune in to learn the importance of proper business governance, corporate formalities, and the fiduciary duty in protecting your practice.   

Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  

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