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The Orthopreneurs Podcast with Dr. Glenn Krieger
What does it mean to become an Orthopreneur? Hi there! My name is Dr. Glenn Krieger and I believe that in today’s competitive world, the orthodontic and dental communities should be collaborative. And I've created Orthopreneurs so that we can move towards that goal together. Orthodontists are smart people. You’ve accomplished a lot to get where you are, but chances are you never got a formal education in how to run the most effective and lowest stress practice possible. Don’t sweat it! Because we’ve got your back... Being an Orthopreneur means that you’re a part of a community. A community that brings peers together to become the best clinicians and the best business owners they can be. Becoming an Orthopreneurs means you never ever need to practice alone. Join the FREE Facebook group by simply applying:https://www.facebook.com/groups/OrthoPreneurs
The Orthopreneurs Podcast with Dr. Glenn Krieger
Legal Advice for Orthodontist w/Trevor Kuresa
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This week’s episode dives into a topic most of us avoid—but absolutely can’t afford to ignore: wills, trusts, asset protection, and what happens to your family if you don’t plan ahead. My guest is Trevor Kuresa, attorney and founder of Hibiscus Legal, who also happens to be the one I personally trust with all my estate planning. Trevor breaks down the uncomfortable (and sometimes heartbreaking) realities of what happens when people die—or become incapacitated—without the right legal structures in place.
We cover everything from choosing guardians for your kids, to irrevocable vs. revocable trusts, to family LLCs and asset protection post-OSO sale. We also talk about Trevor’s new offering: fractional general counsel services—so you can finally have a lawyer on call without the big firm price tag. If you’ve ever said, “I’ll get to it eventually,” this episode might be the wake-up call that saves your family years of pain.
Quotes
“I’ve seen families torn apart because no guardians were named. It dragged through the courts for three years—and the kids paid the price.”
— Trevor Kuresa
“Even a simple trust can prevent probate, protect your assets, and make life so much easier for the people you love.”
— Trevor Kuresa
Key Takeaways
Intro (00:00)
Why this episode might make you uncomfortable—but could save your family (00:01)
Trevor’s backstory: law school, DSOs, and why he left it all behind (01:51)
Why single people still need a will (04:34)
What happens if you die with minor children and no guardians named (08:13)
The danger of boilerplate wills and online templates (09:51)
Revocable trusts vs. irrevocable trusts (12:34)
Family LLCs and passing wealth with control (17:29)
Why OSO/DSO sales require next-level asset planning (18:48)
How to store your legal documents for emergencies (24:24)
Who should have access to your estate plan? (25:00)
The 4 legal docs everyone should have (20:43)
Healthcare directives and medical power of attorney (22:02)
Trevor’s “Fractional General Counsel” model for orthodontists (30:21)
A real-life story of getting dropped by insurance—and how a lawyer could’ve stopped it (34:56)
How often should you revisit your documents? (38:44)
Trevor’s offer to review your existing documents—free of charge (39:38)
Additional Resources
If you’ve got a practice, a spouse, a house, or especially kids—and you don’t have a proper estate plan—you’re rolling the dice every day. Whether it’s a power of attorney, a trust, or a plan for what happens after a DSO sale, Trevor has seen the worst-case scenarios up close. Don’t be one of them.
👉 Reach out to HibiscusLegal.com and set up a consult. You’ll sleep better. Your family will thank you.
Register for Ortho Vanguard: https://www.opvanguard.com
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