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.
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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