Expert Insights on Asset Protection with Bo Loeffler, Esq.

Wealth Planning for the Modern Physician

Sep 30 2021 • 44 mins

Listen in as David chats with author and nationally recognized asset protection attorney Bo Loeffler. David and Bo discuss Bo’s background as a litigator and U.S. Bankruptcy Trustee and how that has helped him as an asset protection attorney. Bo also chats about his experience in representing lottery winners.

David and Bo then dive into a few specific tools often used in asset protection planning, including insurance and exempt assets. They also cover limited liability companies (LLCs) and trusts—discussing the key success factors for each and pitfalls to avoid.

You can find show notes and more information by visiting