Advanced Estate Planning

Solutions for complex combinations of assets.

Advanced Estate Planning

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.

Upcoming Zoom Seminars Concerning Changes to Tax Laws.

We understand that face-to-face meetings is not ideal at this time. We want to make sure that you stay informed about several changes to the tax and estate laws.

We will have a series of virtual seminars held by Samuel B. Ledwitz over the next few months to keep you are aware how you can reduce your Tax Liability before changes take place in the tax code.

Please contact us at Info@ledwitzlaw.com if you are interesting in attending seminars and workshops that will help you best prepare.

COVID-19 Information

We are open for both In-Person and Virtual Meetings.

Our office and staff are well equipped  and follow all proper safety measures to have a safe in-person meeting.

We also have Zoom capabilities as well as other popular programs to have a comprehensive virtual meeting with you.

 

Need help planning for the future?

 

Call us for a free consultation at 310-316-2400,

or click the button below to email us.