Video Library: Estate Planning

We have an extensive video library covering numerous topics regarding Estate Planning:

  • Estate Planning Overview
  • Estate Planning Data Section
  • Special Instruction for your trust
  • Benefits of a Living Trust
  • Generation Skipping Trusts
  • Qualified Personal Residence Trust
  • Special Needs Trust
  • Spendthrift Trust
  • Trust Certification
  • Pourover Will
  • General Assignment
  • Community Property Agreements
  • Guardianship
  • Same sex marriage
  • HIPAA

Browse and enjoy! If you have further questions, feel free to set up a free consultation with us through our Contact form, or by calling us at (310) 316-2400.

Estate Planning Overview

Estate Planning Data Section

Special Instruction for Your Trust

Benefits of a Living Trust

Generation Skipping Trusts

Qualified Personal Residence Trust

Special Needs Trust

Spendthrift Trust

Trust Certification

Pourover Will

General Assignment

Community Property Agreements

Guardianship

Same Sex Marriage

Medical Aspects of Estate Planning

HIPAA

Without a California compliant HIPAA waiver, there is a high likelihood that your successor trustee will be unable to get the required two doctors’ letters, and a court-appointed conservatorship may be necessary to transition control of your assets to your successor trustee.

Upcoming Zoom Seminars Concerning Changes to Tax Laws.

We understand that face-to-face meetings is not ideal at this time. We want to make sure that you stay informed about several changes to the tax and estate laws.

We will have a series of virtual seminars held by Samuel B. Ledwitz over the next few months to keep you are aware how you can reduce your Tax Liability before changes take place in the tax code.

Please contact us at Info@ledwitzlaw.com if you are interesting in attending seminars and workshops that will help you best prepare.

COVID-19 Information

We are open for both In-Person and Virtual Meetings.

Our office and staff are well equipped  and follow all proper safety measures to have a safe in-person meeting.

We also have Zoom capabilities as well as other popular programs to have a comprehensive virtual meeting with you.

 

Need help planning for the future?

 

Call us for a free consultation at 310-316-2400,

or click the button below to email us.