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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Nearing Retirement

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Recent Blogs
Keeping Track of Trust Assets
When someone passes away, one of the first things a Trustee need to do is to find out what assets are in the trust, which need to be put into the trust, and which have direct beneficiary designations. Most estate plans have an inventory sheet where all the trust assets are listed, but most people ignore it, or the inventory in it gets outdated over time.
The best place to start is by collecting the deceased person’s mail.
Estate Planning Lessons We Can Learn From Elvis’ Mistakes
Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate.
How the ERC can help keep businesses on track financially
It’s no secret that the past few years have been rough for most business owners. But just because the pandemic is just about in the rear-view mirror, that doesn’t mean financial help for businesses is no longer available.
Longtime estate planning attorney Samuel B. Ledwitz, who also works with dozens of small business owners, said the employee retention credit — or ERC — can still help businesses get back — or stay — on fiscal track.
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