Estate Planning
Comprehensive Estate PlanningEstate Planning
Estate Planning is the area of the law which deals with putting property to the best possible use for your benefit during your lifetime and for the benefit of your “beneficiaries” after your death. If the estate has been well planned, your assets should be distributed according to your wishes at a minimum of time and expense.
Estate Plans have multiple components. The components used within your Estate Plan depend on your financial and personal circumstance along with how you intend for your assets to be managed while alive and deceased.
Regardless of your personal situation, an Estate Plan should have at a minimum:
Definitions
Here is a quick definition of each of the elements of an Estate Plan:
A Living Trust
The document that states how your assets are distributed upon your passing.
Your Will
This is a “safety net” to your Trust, If something is not within your Trust, you can specify how it is distributed within your Will.
Property Agreements
If you are married, this document defines how property is characterized within your trust.
A Durable Power of Attorney for Property and Personal Affairs
This states how you wish for your property and personal affairs to be managed in the event of your incapacitation.
Your Advance Health Care Directives
This states who are your Health Care Agents and specifies instructions to an assigned Health Care Agent.
Authorization for Release of Medical Information
(HIPAA Waiver) This states who has authority to access your medical records.
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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