In Episode 10 of the Di Pietro Partners Podcast, Kevin from Borealis Digital Marketing sits down with Florida trust litigation attorney David Di Pietro to discuss trustee misconduct, breach of fiduciary duty, and the legal rights of trust beneficiaries.

David explains the responsibilities trustees have when administering a trust, how much discretion they may have, and when poor decisions or self-dealing can lead to liability. The episode also covers important warning signs for beneficiaries, including failures to provide accountings, lack of communication, and actions that conflict with the terms of the trust.

The discussion also explores how trustees can be removed, when trustees may face personal liability, common disputes involving blended families, and why beneficiaries who suspect misconduct should document their concerns and seek legal advice early.

Topics Covered:

• What fiduciary duties does a trustee owe beneficiaries?
• How much discretion does a trustee have?
• What constitutes trustee misconduct?
• Self-dealing and conflicts of interest
• Trustee accounting requirements
• Warning signs beneficiaries should watch for
• Failure to communicate with beneficiaries
• Removing a trustee in Florida
• Trustee negligence and failure to act
• When a trustee can be personally liable
• Trust disputes involving blended families

In Episode 9 of the Di Pietro Partners Podcast, Kevin sits down with healthcare attorney David Di Pietro to discuss one of the most significant financial decisions many physicians and healthcare entrepreneurs will ever make: buying or selling a medical practice.

Whether you're preparing for retirement, expanding your organization, acquiring your first practice, or evaluating an offer from another physician or healthcare company, this episode explores the legal, financial, and operational issues that can determine whether a transaction succeeds or falls apart.

David explains how medical practices are valued, what buyers look for during due diligence, common deal killers, transition planning after a sale, and why healthcare transactions require specialized legal guidance. The discussion also highlights the unique regulatory issues healthcare providers face, including compliance, Medicare participation, employment agreements, and practice structure.

Topics covered include:

• Preparing a medical practice for sale
• What buyers evaluate during due diligence
• How medical practices are valued
• EBITDA and other valuation considerations
• Common deal killers during acquisitions
• Employment agreements and post-sale transition planning
• Healthcare-specific legal and regulatory issues
• Mistakes buyers and sellers commonly make
• How experienced healthcare transaction counsel can help protect both parties

This episode is essential listening for physicians, dentists, healthcare entrepreneurs, and practice owners considering the purchase, sale, or transition of a healthcare practice.

In Episode 8 of the Di Pietro Partners Podcast, Kevin sits down with healthcare attorney David Di Pietro to discuss DEA investigations, prescribing compliance, and the growing scrutiny healthcare providers face when prescribing controlled substances.

David explains how DEA investigations often begin long before physicians believe they have done anything wrong. From prescribing patterns and pharmacy reports to audits, inventory discrepancies, and staff misconduct, this episode explores the real-world issues that can trigger DEA scrutiny and place both a medical license and DEA registration at risk.

The discussion also covers what typically happens when the DEA contacts a physician, how investigations can escalate from administrative matters into criminal exposure, and the compliance mistakes providers commonly make when dispensing or prescribing controlled substances.

Topics covered include:

• What triggers a DEA investigation
• High-risk prescribing patterns and red flags
• Surprise DEA visits, audits, and subpoenas
• How DEA investigations can become criminal matters
• Risks involving staff misuse of DEA credentials
• Pain management and controlled substance scrutiny
• Inventory and documentation requirements for dispensing physicians
• How DEA issues can affect medical licenses and hospital privileges
• Common compliance mistakes healthcare providers make
• Risk reduction strategies and proactive compliance measures
• How Di Pietro Partners helps physicians facing DEA investigations

This episode is essential listening for physicians, practice owners, pain management providers, and healthcare professionals who prescribe or dispense controlled substances and want to better understand DEA compliance and regulatory risk.