Estate Planning Provides
Smooth Transitioning of Your Assets
Every adult should have an estate plan to designate who will receive their assets, durable powers of attorney to authorize who will act on their behalf during incapacity and an advance health care directive or “Living Will” to ensure that sure their wishes are carried out in case of illness or accident. Our attorneys and staff at Bezaire, Ledwitz & Borncamp offer comprehensive estate planning services and can help you develop any or all of the following estate planning instruments:
- Trusts and Living trusts to hold and/or manage your assets.
- Wills, which can serve as a "back-up" document to living trusts.
- Durable powers of attorney.
- Advance health care directives (living wills).
- Healthcare Document-on-Demand system.
- HIPAA/CMIA medical record release and authorizations.
- Guardianship designations.
Many people believe that having a will is sufficient to prevent their surviving family members and other heirs from dealing with probate. This is not true—a will must be probated. Families with significant assets will benefit from the careful use of different kinds of trusts to hold title to those assets, make sure they are properly managed for the beneficiaries, keep those assets out of Probate Court and reduce taxes.
What Sets us Apart
Firm partners Samuel Ledwitz and Caroline Borncamp, as well as two of our "of counsel" attorneys have been certified by the State Bar of California's Board of Legal Specialization in the area of Estate Planning. Samuel Ledwitz holds an advanced post-doctorate LL.M. degree in Estate Planning, and two of our of counsel attorneys have also earned LL.M. degrees in Taxation. Our attorneys' credentials and proven track record demonstrate our firm's understanding of the complex estate planning issues.
These credentials, and our vast experience, make our firm exceptionally qualified to advise you and your family on complex and high net worth estate planning. Further, we are aware of the many unique issues facing blended families and same-sex families.Free Consultation! Get Started >