Advanced Estate Planning
Protects Your Assets & Reduces Your Estate Tax Liability
If your assets are likely to be subjected to the estate tax upon your passing, or if you or your family owns a closely-held corporation, an estate planning lawyer is especially necessary to protect your assets and your family members. Bezaire, Ledwitz & Borncamp has helped families and individuals across Southern California with substantial means achieve their estate planning goals. Our law firm is prepared to utilize any number of the more complex estate planning tools, such as:
- Grantor Retained Annuity Trusts (GRATs)
- Qualified Personal Residence Trusts (QPRTs)
- Charitable Remainder Trusts (CRTs)
- Qualified Terminable Interest Trusts (Q-TIPs)
- Limited Liability Companies (LLCs)
- Family Limited Partnerships (FLPs)
The more assets you have, the greater your need for a skilled, knowledgeable estate planning attorney. At Bezaire, Ledwitz & Borncamp, we have this knowledge in abundance. Three of our lawyers have been certified by the State Bar of California's Board of Legal Specialization in Estate Planning, Trust and Probate Law. Obtaining this certification is an intensive process that requires passing a written examination, demonstrating a high level of experience in the field, fulfilling numerous continuing education requirements, and receiving favorable evaluations from both lawyers and judges in the field.
Further, firm partner Samuel B. Ledwitz has earned an LL.M., or Master of Laws, in the field of Estate Planning. Additionally, Gary Talavera, who is of counsel to our firm, also holds an LL.M. degree in the field of Taxation. Our legal knowledge is enhanced by our wealth of professional experience. Our lawyers regularly prepare estate plans for families and individuals with substantial assets. Further, many of our firm's attorneys began their careers at some of the largest estate planning firms in Southern California. We are confident in our abilities to implement effective, creative solutions to your estate planning needs.