Trusts and Estates Blog

How Living Trusts Avoid Probate

estate planningThe point of creating a will and planning an estate is to organize your affairs before death so that all monies and properties are transferred efficiently and quickly to the desired recipients. The more prepared you are, the easier the process will be after you are gone. Having your estate enter probate prolongs the estate settling process and costs considerable money, taking away from your beneficiaries. One way to avoid probate is by creating a living trust. (A Will does not avoid probate!)

The probate process involved inventorying and appraising assets that were in your name, paying debts/taxes, and re-appropriating the monies/properties to the estate beneficiaries. But when you create a living trust, all this can be done quickly and without probate. Usually taxes and fees are lower and your loved ones receive more of your money with a well planned and funded trust based estate plan.

    A trust avoids probate because your assets (or most of them) will be held in the name of the trust, not your individual name.

How to create a trust.

A living trust is similar to a will and begins with a document known as a declaration of trust or trust agreement. You are named as the trustee (if you create the living trust with your spouse you are both co-trustees). Next, you will transfer ownership of all (or some) of your properties to yourself as trustee of the living trust. You won’t give up any control because you are the trustee.

In the living trust, you will declare the people, organizations, or charities you wish to receive benefits from your estate after your death. Realize that you can change these beneficiaries at anytime before you pass on.

Also, when you create a living trust, it’s crucial to create a back-up will as well, commonly called a pour over will. This will ensures that any properties not named in the trust will be given to the desired beneficiaries. If you do not have a pour over will will and properties are not named in the trust, the properties could be handed over to the courts to appropriate according to the laws of the state of your residence.

If you would like more help with using trusts to avoid probate, Antelope Valley estate planning law firm Thompson Von Tungeln (TVT) offers sophisticated estate planning and administration for the successful, discriminating client. As Board Certified Specialists in Estate Planning, Trusts and Probate as certified by the State Bar of California Board of Legal Specialization, partners Mark E. Thompson and Kevin L. Von Tungeln are expertly equipped to serve these clients with the creative, effective and custom solutions they demand. For more information, contact TVT at 661-945-5868 or visit their websites at www.EstatePlanningSpecialists.com and www.Medi-CalHelp.com.

Probate: Defining Probate

Young hands tending to an elderly personEstate planning can sometimes be presented as a headache or painful task, yet the rewards of properly caring for an estate are many. Consider this fact: when you pass, everything you own must be transferred to someone else. Ideally, you will have established a trust which will clearly outline who is to receive what. But what happens if you pass without a trust? Does having a trust make that much difference?

When a person dies without a trust, the estate enters probate. This includes people who only have a will. The dictionary definition of probate is “the legal process in which a will is reviewed to determine whether it is valid and authentic. Probate also refers to the general administering of a deceased person’s will or the estate of a deceased person without a will. The court appoints either an executor named in the will (or an administrator if there is no will) to administer the process of collecting the assets of the deceased person, paying any liabilities remaining on the person’s estate and finally distributing the assets of the estate to beneficiaries named in the will or determined as such by the executor.” Simply put, the court and law of the state determines who receives the contents of the deceased’s estate. It is a primary goal of most people in California to simply avoid probate.

A probate court is not under obligation to honor any verbal or written wishes a person may have expressed as to the appropriation of their estate. Even if the deceased had told others they would receive certain items of the state, without a will proving such, the claims are invalid.

Setting up your estate properly can be a special way for you to show love and appreciation to loved ones or friends after you are gone, but if you are not proactive in creating a trust now, your estate will be handled in probate court.

If you would like more information concerning estate planning, including learning how to avoid probate, contact Antelope Valley estate planning law firm Thompson | Von Tungeln (TVT) at 661-945-5868 or visit their websites at www.EstatePlanningSpecialists.comwww.EstatePlanningSpecialists.com and www.Medi-CalHelp.com. www.EstatePlanningSpecialists.com is a comprehensive online resource for personal wealth management solutions through wills and revocable trusts. www.Medi-CalHelp.com is a comprehensive online resource for long term nursing home care for the middle class. As Board Certified Specialists in Estate Planning, Trusts and Probate as certified by the State Bar of California Board of Legal Specialization, partners Mark E. Thompson and Kevin L. Von Tungeln are expertly equipped to serve clients with the creative, effective and custom solutions they demand.

How Securities Are Valued At Death

U.S. tax forms with glasses, pen, and calculatorEstate plans containing securities have specific rules that are best negotiated by a certified estate planning specialist. The federal government has specific rules for the valuation of securities and financial instruments included inside or outside of estate plans. Since there are a vast number of financial instruments available in the market, this article will focus on the more common instruments included in estate plans which include stocks, bonds, mutual funds, Treasury securities, cash and cash-equivalent accounts and retirement accounts.

The federal rules for valuation are:
Stocks, bonds and mutual funds – for stocks, it is the average of the trading range on the date of death, or in the event of a weekend or holiday, the average of the preceding and following trading days. Bonds are priced by averaging the closing price on the date of death and the preceding trading day, and must include any accrued interest. U.S. Savings Bonds are valued at their redemption value at the end of the month, according to the redemption value published by the U.S. government. U.S. Treasury notes and bonds are valued the same as commercial bonds. U.S. Treasury bills are valued at their redemption price, since interest in included in their price.
Cash, bank, and credit union accounts – All cash and cash-equivalent accounts must report the exact value on the date of death. Any uncleared checks must be listed separately so their value can be deducted from the account.
Retirement accounts – including IRA’s, pension, 401(k) and similar retirement accounts must account for the value on the date of death. Any stock, bonds or mutual funds will be valued using the rules mentioned above.

Proper recordkeeping of all of the investments in your estate plan will make the valuation process much easier for your estate planning attorney and loved ones. Keeping meticulous records with your estate planning documents will enable them to efficiently value your assets and avoid any unnecessary investigation that will be subtracted from your estate value.

Antelope Valley estate planning law firm Thompson Von Tungeln (TVT) offers sophisticated estate planning and administration for the affluent, discriminating client. As Board Certified Specialists in Estate Planning, Trusts and Probate as certified by the State Bar of California Board of Legal Specialization, partners Mark E. Thompson and Kevin L. Von Tungeln are expertly equipped to serve these clients with the creative, effective and custom solutions they demand. For more information, contact TVT at 661-945-5868 or visit their websites at www.EstatePlanningSpecialists.com and www.Medi-CalHelp.com.

Planning for the Worst (Why does your car have air bags?)

familywithdogNo one wants to think of the “what-ifs” in life. Worrying about the future never helped anyone, but planning for the future is something every person should think about. Especially as an elderly person, planning becomes a vital preface to assure you and your loved ones will be taken care of in the case of any medical emergency.

Consider this situation: Betty, a 70-year-old lady was stuck with the task of caring for her family’s finances when her husband, the long-time financier, suffered a stroke that left him impaired. She was confused, frustrated, and fearful. She had never been taught how to care for their finances and suddenly found herself in uncharted waters.

Those circumstances happen all too often. Rather than waiting for a medical emergency to begin preparations, take time now to make arrangements for the day when you can’t handle your own financial or legal matters. Here are a few ways to plan for that time of your life:

Gather important documents. While it’s nearly impossible to prepare for every emergency situation, gathering vital documents and keeping them in a secure location will help you point people to them if you are impaired. Documents like your birth certificate, Social Security card, bank statements, tax records, and a document of passwords and account numbers. Here are some other documents you should consider gathering:

• birthplace and birth date
• education and military records
• names of employers and dates of employment
• full legal name
• legal residence
• location of living will
• location(s) of birth, death, marriage, divorce, and citizenship, and adoption certificates
• prescribed medications and other regularly taken vitamins, medications, and supplements
• group memberships and awards received
• names and phone numbers of close friends, spouse, children, relatives, attorney, financial advisor, doctors, and religious contacts
• Social Security number
• Financial Records
• copy of most recent tax return
• credit and debit card names and numbers
• insurance information (life, health, long-term care, home, car) with policy numbers and agents’ names and phone numbers
• investment income (stocks, bonds, property) and stockbrokers’ names and phone numbers
• liabilities, including property tax (what is owed, to whom, when payments are due)
• location of most recently updated will with an original signature
• location of original deed of trust for home and car title and registration
• location of safe deposit box and key
• mortgages and debts (when and how they’re paid)
• names of your bank(s) and account number(s) (checking, savings, credit union)
• Social Security and Medicare information; sources of income and assets (retirement funds, IRAs, 401(k)s, interest, etc.)

Keep these items in a home safe, bank deposit box, or let your lawyer store them for you.

Keep a trusted person involved. Having the documents gathered and in one place is step one, but it does not good if no one knows where the items are. Find a trustworthy friend, family member, or even your lawyer to tell of the location of the items should anything happen. You don’t have to divulge your private information to them; simply let them know the location and how to retrieve the documents.

Make legal preparations. Certain legal documents can help you allocate power of your estate, medical decisions, and legal issues to a trusted person before you lose the ability to make such decisions yourself. Talk to your lawyer about setting up a living will (make arrangements for yourself ahead of time) or a durable power of attorney (appoint someone to make the decisions for you).

While medical emergencies can be a fearful time, make sure that your loved ones aren’t burdened with caring for your estate without direction. Begin planning for such a situation today.

If you would like more information concerning Veterans Benefits, Medi-Cal, or estate planning, visit www.EstatePlanningSpecialists.com today. www.EstatePlanningSpecialists.com is a comprehensive online resource for VA benefits, elder law, estate planning and related issues. As Board Certified Specialists in Estate Planning, Trusts and Probate as certified by the State Bar of California Board of Legal Specialization, Mark E. Thompson and Kevin L. Von Tungeln are expertly equipped to serve clients with the creative, effective and custom solutions they demand.

The Andrew Carnegie Example

Andrew Carnegie - Gospel of Wealth“The problem of our age is the proper administration of wealth, that the ties of brotherhood may still bind together the rich and poor in harmonious relationship.” The opening line of Andrew Carnegie’s book The Gospel of Wealth paints an accurate picture of Carnegie’s life and gives us an example of how to treat our wealth.

Carnegie became one of the first millionaires in America when he built his Carnegie Steel Company into one of the richest companies in the late 1800s. His story isn’t steeped in wealth, though, as he originally immigrated to the United States from Scotland with his parents. He began his career as a factory worker and worked his way to business owner.

Despite the wealth Carnegie amassed from his profitable business, he is most well-remembered as one of the world’s most benevolent philanthropists. In 1901, he sold Carnegie Steel Company to JP Morgan for $225 million, thus entering retirement. But his life was only just beginning as he focused his efforts and monies on giving to others.

Andrew spent the next eighteen years of his life establishing libraries, universities, places of learning, and scientific endeavors across the United States, United Kingdom, and other English-speaking countries of the world. Although he freely donated his money, Carnegie didn’t believe in handouts. He specified that if a city or town wanted him to fund a library, they must be willing to match his gift. He wanted the libraries to be a joint endeavor.

Carnegie didn’t believe in passing wealth on to posterity as he cited the British aristocracy as a model of the spoiling of generations, “I would as soon leave my son a curse as the almighty dollar.” By his death in 1919, Carnegie had given away roughly $350 million of his wealth in philanthropic endeavors, and the remaining $30 million was given to foundations and charities.

“Surplus wealth is a sacred trust which its possessor is bound to administer in his lifetime for the good of the community.” Andrew Carnegie certainly lived out his philosophy and inspired many of his wealthy friends to follow his pattern of giving. His greatest legacy isn’t that he amassed such great wealth, but that he willingly gave away what he had.

When you sit down to plan your legacy and designate your monies in your will or trust, remember that philanthropic giving allows you to leave a legacy beyond your family. Whether you have much wealth or little, take time to look into giving to a local school, church, library, arts program, or university. Ask your attorney about foundations or charities to which you can designate a portion of your estate. Follow the Carnegie example, “I resolved to stop accumulating and begin the infinitely more serious and difficult task of wise distribution.”

When to create a Will – The Jimi Hendrix Legacy

Electric_GuitarThe landscape of American music was changing. Out with the swing, jazz, rhythm, and blues of the early 1900s, and in with the rock that captivated the nation’s young people. One man who was struck by the change, and some would say led the revolution was known for his retro dress, on-stage antics, and reckless lifestyle. To his mother he was known as Johnny Allen, but across the world he was known as Jimi Hendrix.

To understand the unexpected and sudden fame Jimi experienced, one must realize the poverty into which he was born. His mother, seventeen at the time of his birth, battled alcoholism her entire life and died when Jimi was sixteen years old. His father, a retired Army officer, did little to provide support for Jimi and his four siblings. Of the Hendrix children, Jimi was the only one to live in the care of a family member. His sisters Kathy and Pamela were given up for adoption early in life due to physical deformities. His brother Joseph also suffered physical deformities and was given to state care at age three. His other brother Leon was in and out of welfare care during his childhood.

Needless to say, Jimi faced many difficulties early in life. From run-ins with the law to a dishonorable discharge from the Army and difficulty selling himself as a bona-fide musician, some thought he’d never make it in show business. But despite the many setbacks he faced, Jimi struck gold when he took his music overseas to England.

Between 1966–1970, Jimi Hendrix became one of the leading rock guitarists in both England and America. But his sudden, overwhelming fame didn’t bode well for his personal life. Hendrix entertained many different girlfriends wherever he went, reportedly used elicit drugs, and even fathered a daughter.

In the midst of his fame, tragedy struck. Jimi Hendrix was found dead in a London apartment on September 18, 1970. Fans were crushed, the music industry shocked, and loved ones heart broken. But that wasn’t the end of their struggles, as it was soon discovered that Hendrix had left no will.

Hendrix’s estranged father, Al, took control of Jimi’s estate, and set Al’s adopted daughter from his second marriage in control of “Experience Hendrix”—Jimie’s estate. Al also cut out Jimi’s brother from the Hendrix legacy, sparking a court battle that lasted thirty years! Amidst the family struggle for Jimi’s estate, Jimi’s daughter, Tamika, came forward to claim her father’s estate. But since Tamika’s mother was a runaway teenager, the courts did not honor Tamika’s claim to the Hendrix estate, stating that no other US court had recognized her as his daughter.

In the end, the story of Jimi Hendrix’s legacy is marred by the continuous estate battles and fighting amongst his family, perhaps best displayed by his long-time unfinished tombstone in Washington. But all this turmoil could have been avoided had Hendrix taken time to create a will.

At the time of his success, Hendrix didn’t think twice about creating a will. His reckless living leads observers to believe his lack of planning was out of lack of concern about his future. But despite his youth, Hendrix should have planned for the care of his estate.

Here are three situations in which people should take time to create a personal estate plan:

1. After marriage. Marriage is a wonderful event that is preceded by many tasks. From planning the wedding to arranging a living situation and obtaining the wedding certificate, some minor details can get overlooked. One of those details is creating a will.

Once you and your new spouse are settled, take time to seek out an estate lawyer and plan for the care of your possessions should you pass unexpectedly. If you don’t create a will after marriage, definitely do so after having children.

2. After children. The birth of a child brings a couple into a completely different world of responsibility. Not only must they care for themselves, but their child is dependent upon their actions as well. What a wonderful yet overwhelming time!

Should the parents of a child under 18 years of age pass away, the care of their child is designated in their will. But if no will is present, the care of the child falls to the state who will place the child in foster care or other homes. The better transition for a child is if the parents designate a family member or close friend to care for their child.

3. After inheritance or success. Here is where Jimi Hendrix went wrong. Rather than recognizing the fame and monetary gain he was experiencing, he lived for the moment and failed to plan his estate. Of course he didn’t anticipate dying at a young age, but few people do so.

If you’ve come met financial success through your own efforts, come into a large amount of money or inherited possessions lately, take time to either create an estate plan or update your estate plan. The easiest way to assure a simple transition is to carefully plan for the care of your estate.

Posthumous court battles and family arguments can be avoided if you will take the time now to plan your estate. Learn from Jimi Hendrix’s mistake. Even though you might not think you possess much, take the time to create a will and allow an estate lawyer to help you plan for your future and the future of your family.

If you would like more information concerning your estate planning options, www.EstatePlanningSpecialists.com is a comprehensive online resource for personal wealth management solutions through wills and revocable trusts. Whether your estate planning goals are immediate or long-term, a California certified estate planning specialist will be able to counsel you on the best options available to you to meet your individual needs.

Estate Tax Deal Crumbles as Democrats Balk at Tax Decreases for Wealthy Payers

From the Daily Tax Report:

Estate Tax Deal Crumbles as Democrats Balk at Tax Decreases for Wealthy Payers

Senate negotiators said May 18 that a deal to cut estate taxes is on the verge of collapse after a majority of the Democratic caucus expressed concerns about voting for an expensive tax cut for wealthy families.

“There is no agreement on the estate tax in either substance or process. None whatsoever,” Senate Finance Committee Chairman Max Baucus (D-Mont.) told reporters, countering news reports that a deal was imminent.

Senate Minority Whip Jon Kyl (R-Ariz.) had previously announced that talks with a bipartisan group of negotiators on the estate tax had brought them close to an agreement that would eliminate the chances of a retroactive estate tax increase and eventually cut the estate tax rate while raising the exemption levels. Lobbyists said they believed the deal would result in a top tax rate of 35 percent with a $5 million exemption level for individuals ($10 million for couples), with both figures indexed for inflation. The Joint Committee on Taxation has estimated that the tax cut would cost the federal government $332 billion over the first 10 years, while extending the 45 percent tax rate and $3.5 million exemption level of 2009 would cost $253 billion. The pay-as-you-go budget law exempts an extension of the 2009 estate tax levels from a requirement that the tax cuts be paid for, but the Senate would need to find an additional $80 billion in offsets if it chooses to adopt the lower 35 percent tax rate and $5 million exemption level.

‘Animated’ Talks in Democratic Caucus

Sen. Bob Casey (D-Pa.) described a May 18 caucus discussion about the estate tax as “animated,” calling the group of 59 Democrats and independents “split” on how to move forward.

“I think it would be a big mistake when everybody is yelling about spending and deficits to have very wealthy people get off the hook,” Casey said. “We did a lot of that in the eight years prior to [2009]. A lot of wealthy people did really well and others paid the freight.”
Kyl said even though the agreement—reached with Baucus, Finance Committee member Blanche Lincoln (D-Ark.), and ranking member Charles Grassley (R-Iowa)—would have garnered the support of more than 60 senators, he was told the estate tax deal would not proceed because it lacked enough support from Senate Democrats.

The requirement to get at least half of Democrats to sign on to a bill before it can proceed “is a standard we haven’t seen yet,” Kyl said, expressing disappointment.
“We had an agreement on the substance of the proposal, subject only to certain offset limitations; other than that, we were in agreement,” Kyl said before the Senate Republicans’ weekly luncheon. “I’m not sure that that agreement still exists.”

Asked May 18 about whether he prefers a retroactive proposal, or one with a choice for 2010, or an option to prepay, Kyl would only say that he believed there was an agreement one week ago and “that may not be the case anymore.”

Vehicle, Timing Up in the Air

Kyl also said a legislative vehicle and the timing for consideration are still up in the air and negotiations are continuing.

Casey said most of the Democratic caucus is concerned about what will happen with the estate tax and “there are some who would probably agree with Sen. Kyl, but I think it’s a small number.” While Casey said lawmakers are not yet at a point where they are “drawing lines” over the estate tax issue, he said he has a problem with providing a significant tax cut to the roughly 2,000 estates per year that pay the estate tax. “The idea that we’re going to give an incredible economic advantage to less than 1 percent of the population is really offensive to me, to understate it dramatically,” Casey said.

The Problems with Hiring a Jack of All Trades for your Estate Planning Needs

4 year old embracing her Mother's neckMany people mistakenly assume that any lawyer can handle any and all of their legal needs. In the same sense that you would not depend on your general practice physician to consult you on a neurological problem, or a autoimmune blood disorder, depending on a generalist attorney to handle your estate planning needs is risky. There are specialists in any field, and in the field of law, estate planning lawyers who are specialists know best how to help you determine the future of your assets and the care of your family in the event of your death.

While a generalist attorney may know how to cover the basics of your estate planning (such as creating a Will or a revocable trust), he or she will most likely not be well-versed in the complicated estate taxes and loopholes that are a large part of estate and tax law. Estate taxes can reduce your assets by as much as 45% or more, and what your lawyer doesn’t know could hurt both you and your family. On the contrary, a qualified estate planning attorney will know ways in which you can avoid hefty taxes, as well as loopholes you can navigate to keep more money in your estate.

Hiring a specialist in estate planning law versus a generalist has other benefits:

• An estate planning attorney has had experience in handling both large and small estates.

• An estate planning attorney can help you find the best exemptions available to you under Federal and state law.

• An estate planning attorney will know how to handle the estate planning process through multiple stages – from drawing up documents such as Wills and trusts to what actions to take after a death and litigation regarding estate planning documents.

• You can rest assured that the most recent estate laws and tax codes will be taken into consideration when your lawyer suggests your best options for the allocation and designation of your assets.

• In an increasingly unstable economy, an estate planning lawyer will know the most recent limits and statutes relating to your investment accounts, savings, and IRAs.

If you would like more information concerning your estate planning options, www.EstatePlanningSpecialists.com is a comprehensive online resource for personal wealth management solutions through wills and revocable trusts. Whether your estate planning goals are immediate or long-term, a qualified California estate planning attorney will be able to counsel you on the best options available to you to meet your individual needs.

Basic Estate Planning

Typically, there are numerous goals of estate planning. Three of those goals include:

(1) To reap the maximum benefit from the use and possession of property during the client’s lifetime, (2) to minimize transfer costs and to minimize income, gift, estate and inheritance tax costs during the client’s lifetime and at death; and (3) to ensure the transfer of that property upon death without fighting among beneficiaries while minimizing estate taxes, income taxes, and other transfer costs.

Estate planning cannot be reduced to a purely mechanical process if it is to be successful. In planning an estate, the client should define the results he or she is seeking to accomplish. Any plan developed should reflect the client’s values, philosophy, and attitude toward risk, and especially the needs of intended beneficiaries.

The development of a comprehensive estate plan is complex. Because of the diverse tax, investment, and conservation techniques involved, we cannot over emphasize the use of outside advisors. At a minimum, you need an estate planning lawyer because the implementation of a plan requires compliance with many complex and technical legal requirements and knowledge of the effects of state and federal law. In addition, the use of an accountant, life insurance agent, investment advisor, and a financial planner are virtually always beneficial. In no event should an individual, couple or family with a sizable estate undertake the estate planning process without the use of outside advisors.

Thompson Von Tungeln Advises California Business Owners To Check Their Business Succession Plan For Blind Spots

Antelope Valley estate planning law firm Thompson Von Tungeln advises California business owners to review their business succession plans and estate plans to ensure that the plans provide for a smooth transition.

Lancaster, California (PRWEB) January 19, 2010 — Antelope Valley estate planning law firm Thompson Von Tungeln is advising California business owners to review their succession plans to ensure that their estate plan and their business succession plan work well together to ensure a smooth transition.

“Handing down a family business isn’t just a matter of changing titles,” said Kevin Von Tungeln, partner at Thompson Von Tungeln. “An effective succession plan needs to be integrated into an estate plan. That is where a certified estate planning specialist, working in conjunction with your accountant, financial advisor and business attorney, can ensure that your estate plan not only provides for your family after your death, but protects the assets of your business from wealth transfer taxes.”

An estate planning attorney can create an estate plan that minimizes the taxes that, if not properly planned for, can force your heirs to sell some or all of your business to pay the wealth transfer taxes.

“California estate plans can contain sophisticated measures for this such as estate freezes and discounts, or they can use more simple techniques such as life insurance outside of the estate to pay estate and wealth transfer taxes,” said Von Tungeln. “One question to ask is whether their business has outgrown its advisors. The advisor who served them well at $1 million in revenue may not be capable of handling their affairs properly at $50 million. Often the business owner sees the accountant, business attorney, estate planning attorney, business coach and other advisors as separate functions, which may lead to them inadvertently working against each other, instead of working in tandem.”

Business owners should sit down with their estate planning attorney and review their business succession plan and estate plan together. Allow him or her suggest ways to marry the two plans to accomplish their goal of succession without a major tax bite. Their estate planning attorney can create an estate plan that minimizes the taxes that, if not properly planned for, can force their heirs to sell some or all of their business to pay the wealth transfer taxes.

About Kevin Von Tungeln
With more than 18 years’ legal experience, Kevin L. Von Tungeln serves Thompson Von Tungeln in the areas of estate planning, probate, trusts, wills, trust administration, conservatorships, guardianships and elder law. He is certified by the State Bar of California Board of Legal Specialists as a Board Certified Specialist in Estate Planning. Get to know more about Kevin’s approach to estate planning by viewing his informational videos at: http://www.youtube.com/user/EstateLawyers. Kevin can also be found at LinkedIn by going to: (www.linkedin.com/in/kevinvontungeln)

About Thompson Von Tungeln
Antelope Valley estate planning law firm Thompson Von Tungeln (TVT) offers sophisticated estate planning and administration for the affluent, discriminating client. As Board Certified Specialists in Estate Planning, Trusts and Probate as certified by the State Bar of California Board of Legal Specialization, partners Mark E. Thompson and Kevin L. Von Tungeln are expertly equipped to serve these clients with the creative, effective and custom solutions they demand. For more information, contact TVT at 661-945-5868 or visit their website at www.EstatePlanningSpecialists.com.

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