Estate Planning
Estate planning is the process of establishing a Trust, Will, Durable Power of Attorney, and other related documents during your lifetime.
Regardless of the size of your estate, you and your heirs will benefit from a smart estate plan. Even with estates below tax thresholds, an estate plan can establish who will receive your assets after your death and who will be in charge of managing your estate. For larger or more complex estates, we will also discuss methods to preserve your assets for beneficiaries and minimize or postpone the amount of estate tax which otherwise might be payable at your death.
Advanced Estate Planning
Families with substantial estates require additional strategies beyond a typical Estate Plan to reduce and offset Estate Tax liabilities.
Estate Litigation
When the need arises to challenge, defend, or enforce a Will or Trust, our Lawyers will represent you in all legal proceedings. Do not let a sour relationship ruin you or your loved one’s legacy.
Estate Administration
Our firm helps Trustees and Executors comply with the many duties associated with the administration of an Estate Plan. We will help bring clarity and direction during this time of overwhelming and sometimes difficult responsibility.
Probate
Probate is the legal proceeding supervised by the Superior Court used to transfer title to assets when a person is deceased. While we often find ways to avoid probate, our firm has a wealth of experience resolving complex Probate proceedings.
Conservatorship
When a person becomes incapable of managing their affairs, the court can appoint a Conservator. Our Attorneys will assist you with this process.
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
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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