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Colonel (CA) Martin Ledwitz Honored by the The California Air Force Association (CAFA)

by | Last updated Feb 22, 2023 | California Air Force Association, Martin Ledwitz, Press, Samuel B. Ledwitz

California Air Force Association 2014 Annual Convention: Awards to California Air National and California State Military Reserve Personnel and Units The California Air Force Association (CAFA) held its annual convention from 14 to 16 August 2014 at Vandenberg Air Force Base in California. At the luncheon awards ceremony for CAFA members on 16 August, Colonel (CA) Martin Ledwitz was awarded the new CAFA Distinguished Service Award and placed in the new CAFA Hall of Fame with other inductees. Captain (CA) Eric Van Der Heide was awarded the Meritorious Service Award. In addition, Ledwitz was re-elected the CAFA Area 3 (Southern California) President, and also named the CAFA State Vice President. Van Der Heide was elected the CAFA Area 3 Vice President. The military awards ceremony held that evening saw awards presented to the following California Air NG and Air CSMR units and personnel: Air National Guard ANG Unit of the Year: 144 Fighter Wing, Fresno ANG Airman of the Year: SSgt Carlos Puga, 146 LRS, Channel Islands ANGB ANG NCO of the Year: MSgt Robert R. Amador, 196 RS, March ARB ANG SNCO of the Year: SMSgt John W. Milor, 144 CF, Fresno ANG CGO of the Year: Capt Michael S. Yamamoto, 144 CF, Fresno ANG FGO’s of the Year: Lt Col Esther C. Sablan, 129 AMS, Moffett Federal Field, Maj Todd C. Linton, 163 FW, March ARB and Maj Todd C. Linton, 163 FW, March ARB California State Military Reserve CSMR NCO of the Year: SrA Ashli L. Morgan, 146 AWSU, Channel Islands ANGB CSMR Officer of the Year: 2Lt (CA) Patrick Leonard, 146 AWSU, Channel Islands ANGB...

Using Qualified Personal Residence Trusts To Lower Your Taxes

by | Last updated Feb 22, 2023 | Advanced Estate Planning, QPRT, Qualified Personal Residence Trusts, Taxes, Trusts

Clintons seek to avoid a tax they once supported Bill and Hillary are reportedly using tax advantaged strategies used by multimillionaires. Read More at fortune.com   Qualified Personal Residence Trusts – Bezaire, Ledwitz & Associates, APC 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. Clients benefit from a QPRT’s by transferring their principal residence into an Irrevocable Trust (meaning that the trust cannot be amended, modified, or revoked once it has been created and funded), and retaining a right to live in that residence for a period of years. The named beneficiaries of the trust will receive the residence from the trust when the term ends, should the Grantor survive until that time. Read More at Bezaire, Ledwitz & Associates, APC Video – Qualified Personal Residence Trusts, Bezaire, Ledwitz & Associates, APC [wp_lightbox_ultimate_youtube_video_embed videoid=”16BkGj4A2ls” playlist=”” width=”853″ height=”480″ hd=”1″ autoplay=”1″ display_control=”1″ fullscreen=”1″ autohide=”2″ theme=”dark” show_suggested_video=”0″ use_https=”” enable_privacy=”” show_logo=”1″ showinfo=”1″ auto_popup=”” direct_embed=”” anchor_type=”image” text=”” source=”https://smartestateplans.com/wp-content/uploads/2014/02/qprt.png”] Qualified Personal Residence Trust Viewpoints on Financial Planning A qualified personal residence trust is ideal for anyone who has a substantial estate and is expected to face future transfer taxes. One of the best tools to manage future transfer tax liability for wealthy families is a qualified personal residence trust (QPRT). Read More at http://www.bbt.com/bbtdotcom/wealth/retirement-and-planning/trusts-and-estates/qualified-personal-residence-trust.page The ABCs of QPRTs A popular estate planning technique in today’s growing real estate market is to transfer a residence to a qualified personal residence trust (QPRT) to reduce the size of the estate. This article provides a case study on the mechanics...

Estate Planning: Affordable Care Act and expanded Medi-Cal

by | Last updated Feb 26, 2020 | Advance Health Care Directive, Affordable Care Act, Estate Planning, HIPAA, Trusts, Wills

Under the Affordable Care Act (“ACA”), low income persons under age 65 may enroll in the expanded Medi-Cal in order to meet the federal requirement that everyone have health care insurance. At age 65, Medicare covers doctor visits, hospital visits and some prescription drugs. Read...