Families with infants, young children & parents with a baby on the way will find something special at The Family Swap Meet.  I usually have a booth myself, stop by and say ‘hi’ where you see the Daniel K. Printz, Esq. banner.

Sunday, June 24, 2012
9:00am – 1:00pm

Canyon Crest Academy in Carmel Valley
5951 E Village Center Loop Rd
San Diego, CA 92130-2499

Admission is $2 per person (under 12 years old free). No pre-registration is required for attendees. For info, call 858-626-6944.

Families with infants, young children & parents with a baby on the way will find something special at The Family Swap Meet.

Stop by our booth (G-209/210) and receive special discount offers on estate planning services!

Sunday, March 25
9:00am - 1:00pm

Canyon Crest Academy in Carmel Valley 

5951 E Village Center Loop Rd
San Diego, CA 92130-2499

Recently there have been allegations of mismanagement, lawsuits, etc., and the trustees want to sell off the land to the renters as a settlement. This would change a trust which held real property to a trust which holds cash that can be invested.

Here’s a brief excerpt from the article:

“BOSTON (AP) — With only eight days to live, a wealthy, ailing Massachusetts merchant wrote in his will 351 years ago that he was leaving a spectacular 35-acre seafront property for the benefit of public school children, decreeing the land should never be sold or wasted.

The dying wish of William Payne, one of the state’s earliest settlers, created the nation’s oldest charitable trust and eventually led tenants to build 167 cottages — most of them used by summer vacationers — on the land he left for the seaside city of Ipswich. The rent money has generated some $2.4 million to help fund public schools over the last 25 years.

Now, the trustees want to tear up the will, convert the property into condominiums and sell them to the tenants to settle a 2006 lawsuit filed by the tenants over rent increases. But hundreds of Ipswich residents have gone to court to block the settlement, saying it violates the sacred intent of Payne’s will and shortchanges the schools.

The Massachusetts Appeals Court is considering whether to nullify the settlement and is scheduled to hear arguments in the case March 2.”

Do I have an opinion on this? You bet I do!

Generally I agree with the public administrators. A revenue stream based on a diversified portfolio is less risky, and easier to manage, than a revenue stream based only on income from real property. If a fair price is paid, they should make the deal.

This is a much different case than the one raging in San Diego’s tawny neighborhood of La Jolla, where a public benefit trust set aside a tidal basin for a children’s pool. The basin has been taken over by a pod of harbor seals, much to the consternation of some local divers. In the Children’s Pool matter, the land was used for a particular purpose. In Massachusetts, it was just used to gain revenue.

It will serve the beneficiaries much better if the Massachusetts trust property was converted to liquid assets.

For cost and registration information, contact:
Jonathan Cook
National Business Institute
1218 McCann Drive
Altoona, WI 54720
(800) 909-7689
jonathan.cook@nbi-sems.com

Among the notables who died either without a valid will or no will at all are Ross Alexander, Fatty Arbuckle, Anura Bandaranaike, Madhav Prasad Birla, Sonny Bono, George Brent, Lenny Bruce, Jacob A. Cantor, Kurt Cobain, Russ Columbo, Sam Cooke, James Dean, Sandy Dennis, John Denver, Divine, Duke Ellington, Cass Elliot, Chris Farley, Bobby Fischer, Redd Foxx, Mary Frann, James A. Garfield, Marvin Gaye, Ulysses S. Grant, Billie Holiday, Buddy Holly, Shemp Howard, Howard Hughes, Andrew Johnson, Florence Griffith-Joyner, Martin Luther King, Jr., Ernie Kovacs, Harry Langdon, Bruce Lee, Abraham Lincoln, Peter Lorre, Jayne Mansfield, Rocky Marciano, Karl Marx, Steve McNair, Sal Mineo, Carmen Miranda, Keith Moon, Rosa Parks, Pablo Picasso, Mihajlo Idvorski Pupin, Tupac Shakur, Don Simpson, Anna Nicole Smith, William Desmond Taylor, Sharon Tate, Tiny Tim, Ritchie Valens, Hervé Villechaize, Barry White, and Jimmy Witherspoon.

A 33-hour course, Estates, Wills & Trusts covers such topics as the use of various estate planning methods and devices, including wills, trusts, durable powers of attorney, health care directives and beneficiary designations. The rules of intestate succession will be covered. Emphasis will be placed on planning tools and administration of estates.

The course is also designed to introduce the procedures and court proceedings required to manage probate and non-probate transfers in California. Students are required asked to prepare forms that are ordinarily required in formal California probate proceedings.

The course is taught Tuesday and Thursday evenings from October 6 through September 10th.

For more information, contact Mr. Printz at (858) 720-8250 or the University of San Diego Paralegal Program at (619) 260-4579.

Sunday, October 9, 2011
9:00am – 1:00pm

Canyon Crest Academy
5951 Village Center Loop Road
San Diego, CA 92130

Parent Connection Family Swap Meet – this is a can’t miss regarding great deals on children’s gear…at amazing prices!

Families with infants, young children & parents with a baby on the way will find something special at The Family Swap Meet.

Admission is $2 per person (under 12 years old free). No pre-registration is required for attendees.

Vendors – Sorry, all selling space for this event has been sold out.

For any questions, please send an email to info@sandiegoparent.com or call The Parent Connection at 858-626-6944.

The title of the seminar is Estate Administration Procedures: Why Each Step is Important. Along with Mr. Printz, faculty will include Janathan Allen of Allen Barron, sole practitioner Stuart Schechter, and Charles T. Scott of Kimball, Tirey & St. John.

The seminar will provide the following credits: California MCLE Paralegal; CFP for Financial Planners - 8.0; CLE for Attorneys- 6.75; CTEC for tax preparers- 8.0; IACET – 0.7; CPE for accountants/NASBA – 8.0; and PACE (CLU, CASL, ChFC) – 8.0

To register, call (800) 930-6182 or go to www.nbi-sems.com.

This is a basic level seminar, and provides fundamental estate administration topics for: attorneys; accountants; paralegals; trust officers; estate planners; and financial planners.

Sempra Energy seeks a Paralegal- Litigation and Corporate Compliance in San Diego. Under the direction of an attorney, conduct legal and factual research, collect, analyze and organize documents, prepare discovery responses, and maintain legal files. For additional details go to: www.sempra.com/careers and refer to Paralegal- Litigation and Corporate Compliance req# 11-363. Sempra Energy has a competitive compensation and benefits package, and is an EOE.

Today I came across a well-written article that deals with these questions, and provides some practical tips for lawyers who tweet. It’s by Gina Rubel and was published online in the Legal Intelligencer Blog.  Here it is, reproduced in full:

Monday, March 14, 2011

There are many benefits of lawyers using Twitter. In fact, I know many lawyers who have met both referral sources and new business contacts using Twitter.

As far as having a plan to engage in Twitter communications, I recommend taking the following approach: Define Purpose > Follow > Listen > Create > Engage. Here’s how:

1. Define your purpose in using Twitter. Identify what you want to accomplish by using Twitter as a vehicle for communication.

2. Follow: Identify the target audiences you want to reach: business and community leaders, referral sources, colleagues, experts, media, prospective clients and other thought leaders. Research those within your target audience who are using Twitter. Search for them by name, company name, topic, hashtag, etc. Start by following those people who are thought leaders in your industry.

3. Listen: Pay attention to what others are saying online. Add each person you follow to a defined list. Keep the lists private. For example, you can have lists for colleagues, legal media, experts, etc. Be careful, however, how you name your lists, as nothing is every truly “private” online. For example, I don’t recommend naming a list “clients” or “referral sources.” Consider that T.M.I. (too much information).

4. Create: Create and or share content and information of value, such as breaking news, important news stories, upcoming events, resources, interesting observations, industry trends, articles, blogs posts, valuable website content (articles, practice area information), etc.

5. Engage: Engage in two-way conversation by direct messaging, mentioning others and retweeting information of value to your target audiences.

Twitter is an excellent tool to add to the mix of communication vehicles that you are using to build or reinforce your brand, increase referrals, build community relations, share information and build your network. Other benefits include crisis management, issue advocacy, marketing, public relations, media relations, reputation management and thought leadership. Just be smart about using social media, encourage the implementation of a social media policy in your firm and always be sure to adhere to the rules of ethics proscribed by the states within which you practice law. 

Gina F. Rubel is the owner of Furia Rubel Communications Inc., a public relations and marketing agency with a niche in legal communications. A former Philadelphia trial attorney and public relations expert, Rubel is the author of “Everyday Public Relations for Lawyers.” Rubel and her agency have won numerous awards for legal communications, public relations, media relations, strategic planning, corporate philanthropy and leadership. She maintains a blog at www.ThePRLawyer.com and is a regular contributor to The Legal Intelligencer blog. You can find her on LinkedIn at www.linkedin.com/in/ginafuriarubel or follow her on Twitter at http://twitter.com/ginarubel.  For more information, go to www.FuriaRubel.com.