"Safeguarding Wealth: Asset Protection & Tax Strategies"
Location: SACDS Office
Address: 405 Boulder Ct, Pleasanton, CA
Email: info@sacds.org
Phone: Do you have any questions? Please call our office at: (510) 782-5316.
We warmly invite you to join us in person at our SACDS Office in
Pleasanton on March 25, 2026, for an insightful educational lecture
featuring Monique Johnson. This is a
unique opportunity that aligns perfectly with our commitment to
professional development and community engagement within the dental
field. By attending this event, you will not only expand your knowledge
but also connect with fellow practitioners in a supportive learning
environment. Don’t miss out on this chance to enhance your practice and
ultimately improve patient care. Reserve your spot today and take an
important step towards staying informed and connected in our vibrant
dental community!
Program Description:
Learn how to structure your practice to prevent lawsuits, safeguard your professional and personal assets, and reduce malpractice insurance costs. Discover proven strategies to protect retirement plans from judgments and seizures, minimize vicarious liability for the actions of other professionals and staff, and implement effective tax-saving strategies to maximize financial security and long-term wealth preservation.
Program Agenda:
- The Misleading Healthcare/Business Professional Financial Crisis
- Legal Entities Defined
- Statistics related to courts
- Sources of Lawsuits in Healthcare/Business Settings
- New cases holding business/practice owners liable
- Employee action (Vicarious liability)
- Joint Ownership Pitfalls
- Family Limited Partnership
- History
- Function of a limited partnership
- Structure
- Charging Order
- Concession that creditors seize no assets
- Distribution clauses
- LLC vs. FLP
- LLC modeled after FLP
- 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.

Speaker: Monique Johnson, For over 6 years now, Monique has been a noteworthy educator and leader in the business space. Driven by her love for teaching and helping others attain their highest potential, she takes pride in being approachable and honest. She attended Brigham Young University - Idaho focusing on International Studies which included studying various languages including English, French, Russian, and Mandarin Chinese. In addition to Public Speaking, Monique's favorite job is being a mother to her son who was born at the end of 2022 and is extraordinarily committed to her husband and family. She currently resides in Albuquerque, New Mexico running two businesses of her own and traveling for Legally Mine.
Legally Mine: Protecting your business and personal assets.
Legally Mine is one of the largest, most experienced, and best respected comprehensive lawsuit protection companies in America. We provide specialized consulting, packages and tools to help businesses and practices manage risk.
Today, the average business faces an average of five lawsuits in its lifetime; meaning that lawsuit prevention and protection are essential topics for every business owner. To protect against this inevitability–and the loss, injury, disadvantage, or destruction associated with it–professionals must be proactive in their approach to lawsuit protection; becoming smarter, safer, and, ultimately, more resilient.
Running a business gives you enough to worry about. Let Legally Mine reduce your anxiety and business risk by providing streamlined, effective, and easy-to-use products, backed by expert customer service and a reputation built by longevity and client satisfaction
Fees:
CDA Members - $15.00 - Non CDA Members - $35.00 - Dinner will be provided.
Date: Wednesday, March 25, 2026 - Time: 6:00PM
Location: SACDS Office - 405 Boulder Ct. Ste. #600 Pleasanton, CA 94566
*Cancellation Policy: If you need to cancel please call our office at (510) 782-5316. Cancellations MUST be received 72 hours' prior to (March 25th) to receive a refund. *Refunds are subject to a $10.00 service fee. *No Refunds for No-Shows.