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.
Life Events
New Families
Nearing Retirement
Recent Loss
Recent Blogs
Common Estate Planning Mistakes
There are two common estate planning technique mistakes that we see in our office all the time.
They are Payable on Death (POD) and Joint Tenancy with Right of Survivorship (JTWROS).
Three Real Estate Mistakes that can Trigger Probate in California
Every year, during our free 3-year reviews, without fail, we find that a few of our clients have inadvertently placed a piece of real estate in danger of going through Probate
California Estate Planning Laws and your Family – Fourth in a Series: How To Initiate a California Probate
The DE-111 California Probate form is an important document that initiates the probate process in California. Probate is the legal process in which a court supervises the distribution of a deceased person’s assets to their heirs.
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