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
California Estate Planning Laws and your Family – Third in a Series: Gun Trusts
A California gun trust is a legal document that allows individuals to own and possess firearms in accordance with California state laws. It is designed to allow the owner to designate another person, or group of people, to have access to and be able to use the firearms owned by the trust.
California Estate Planning Laws and your Family – Second in a Series: California Probate Law Basics
In California, probate is the legal process of administering the estate of a deceased person. The purpose of probate is to ensure that the deceased person’s assets are distributed according to their will or, if they did not have a will, according to the laws of the state.
If the deceased person had a will, the will must be filed with the probate court in the county where the deceased person lived at the time of their death
California Estate Planning Laws and your Family – First in a Series: Bicycle Laws – California Vehicle Codes
When parents plan their estate distribution, it is almost always centered around the idea that they are going to make their children’s lives better.
All the parents’ hard work, legacy, morals, beliefs, and visions are for the benefit of the child to pass it along generation to generation.
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