Advanced Estate Planning
Solutions for complex combinations of assets.We offer a comprehensive range of Advanced Estate Planning solutions for high net-worth clients, and clients with a complex combination of assets.
Irrevocable Life Insurance Trusts, frequently referenced as ILITs, are Advanced Estate Planning tools that allow clients to avoid a common mistake: the inclusion of life insurance proceeds in their taxable estate upon death.
Qualified Terminable Interest Property Trusts, or QTIPs, are a specialized type of Advanced Estate Planning tools that allow clients to increase the flexibility of their Estate Plans while maintaining the all-important marital deduction.
Qualified Personal Residence Trusts, or QPRTs (pronounced “cue-pert”), are Advanced Estate Planning instruments that help clients transfer their principal residence at a lower Estate/Gift Tax value.
Many times, clients will have Estate Planning goals that can be achieved through Corporate Entity Planning.
Bezaire, Ledwitz & Associates offers comprehensive Corporate Entity Planning, including creation of LLCs, S-Corporations, and Family Partnerships
A Grantor Retained Annuity Trust, or GRAT, is an Advanced Estate Planning tool that allows high net worth clients to avoid estate tax liability for assets which are likely to appreciate, in certain situations.
IRA Trusts should be considered by clients who have $200,000 (or more) of value in an IRA account. An IRA Trust is a special kind of revocable trust (meaning that it can be modified, revoked, or amended by the client after they create and fund it) that serves as the beneficiary of your IRA funds.
Practice Areas
Estate Planning
Estate planning is the process of establishing a Trust, Will, Durable Power of Attorney, and other related documents during your lifetime.
Estate Administration
Probate
Probate is the legal proceeding supervised by the Superior Court used to transfer title to assets when a person is deceased.
Estate Litigation

Advanced Estate Planning
Families with substantial estates require additional strategies beyond a typical Estate Plan to reduce and offset Estate Tax liabilities.

Conservatorship
Our Locations
The quickest way to get assistance is to contact us directly at 310-316-2400 or by emailing us at info@ledwitzlaw.com.
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Recent Blogs
Samuel Ledwitz Article in the Fontana Herald News
Let’s face it: Most of the general public is not what would be considered rich. But have you ever wondered how you would manage your money and your estate if you were a gazillionaire? Longtime estate planning attorney Samuel B. Ledwitz has. And he has some good financial tips in case the net worth of your estate grows quickly and excessively.
New Office Location in Palos Verdes
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The Estate of the Musician Known as Prince
In December 2021, the estate of the musician known as Prince, The Internal Revenue Service (IRS) and the Minnesota Department of Revenue (MDR), settled the valuation of Prince’s estate. Prince’s music rights were the main point of contention –what is the day of death value of all of his songs and music rights?
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