Feed on
Posts
Comments

Today the California Supreme Court, acting on a request by the Ninth District Court of Appeals, held that the proponents of a ballot initiative have standing to support the measure in court when State officials decline to do so. The underlying case? A complaint filed in federal court against the constitutionality of Proposition 8, the amendment to the state constitution limiting the right to marry to opposite-sex couples. You can read a synopsis of the ruling here.

In so doing, the California Supreme Court has carved out an exception to the general rule that State officials have discretion as to whether or not they will defend a law in court. This exception applies only to the initiative process, and holds that the proponents of an initiative have standing to support in court. It has logic: Often a ballot measure is only necessary because state officials are unwilling or unable to create the legislation on their own.

My unanswered question – does an average citizen unrelated to the drafters of the petition have the same standing? If so you could have 18,000,000 parties in support and another 15,000,000 in opposition. Now that would be a class action!

Daniel K. Printz will be hosting a live teleconference providing an update on California estate planning, probate and trust law. The teleconference is sponsored by the National Business Institute, and will be held on Wednesday, September 19, 2012, from 2:00 – 3:30 pm (Eastern Time). A text manual will be provided as well.

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

According to Consumer Reports, as many as 56% of Americans don’t have a will.

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.

Estates, Wills & Trusts

Daniel K. Printz, Esq., is returning to teach at the University of San Diego Paralegal Program in October, 2011. Daniel teaches “Estates, Wills & Trusts,” the 10th of 11 classes required to complete a paralegal certification. This will be his eleventh time teaching the course, dating back to late 2007.

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.

If you are looking for continuing education credits in San Diego, attorney Daniel K. Printz will be presenting at a National Business Institute Seminar on December 5, 2011. The seminar will be held from 8:30 am to 4:40 pm at the Doubletree Hotel San Diego Downtown, located at 1646 Front Street, San Diego, CA 92101.

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.

Kudos to the late Amy Winehouse, who made a new will after her divorce, thus preventing her jailed ex-husband (who reportedly was the one who introduced her to hard drugs) from inheriting her $30M estate. Her parents and brother will apparently inherit under the most recent will. Amy’s music was beautiful, and with this money and the rights to her unpublished work, her family should be able to release more material for us to hear.

http://www.dailyfinance.com/2011/07/26/amy-winehouses-will-singer-songwriter-played-it-smart/

Posted in the San Diego Daily Transcript on June 13, 2011. Could be a good position for a new paralegal.

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.

The  University of San Diego (USD) Paralegal Program is hosting a continuing legal education program on June 27, 2011. One (1) MCLE credit will be provided.

Title:  Strike While the Iron is Hot: Why 2011 is the year to make major estate planning changes.

Speaker: Daniel K. Printz, Esq., has represented California individuals, families, and corporations for the last eleven years. His practice provides estate planning and business law services. His estate planning practice focuses on asset protection, tax minimization and wealth transfer planning. He has taught “Estates, Wills and Trusts” in the University of San Diego Paralegal Program since 2007.

Information: I will be discussing key aspects of the 2010 Tax Relief Act, and how they translate into significant changes to planning strategies and trust drafting. Specific topics include exemption portability, the 2011 “gifting bubble”, modifications of the AB trust, and vital safeguards.

The program will be on Monday, June 27, 2011 from 6:00-7:00 pm at Barcelona 222, on the USD Campus at 5998 Alcala Park, San Diego, CA 92110-2492. Cost is $19 for USD Paralegal Alumni Association members and $29 for non-members. Call (619) 260-4579 for more information.

Register online and pay by credit/debit at www.sandiego.edu/paralegal Payment can also be made by check – contact the paralegal program for more information.

I hope to see you all there!

It was my pleasure to be featured on this week’s edition of the Rocket Lawyer podcast out of San Francisco, subtitled: “A Series of Unfortunate Events.”  Here’s what the hosts had to say about our discussion:

“San Diego-based estate planning lawyer Daniel Printz tells us the myriad of things to be aware of when drawing up a Will, especially in the areas of child guardianship and business succession. Some of the case studies may highlight unfortunate situations, but fortunately for you listeners this was one of our best, most informative interviews thus far. We highly recommend sharing it with your friends and family!”

For a Rocket Lawyer podcast, this interview was fairly long; 23 of the 32-minute podcast consisted of my interview.  Rocket Lawyer is focusing on April as “Make-a-Will Month,” and I couldn’t be happier to be a part of it. 

HERE IS A LINK TO THE PODCAST: 22 Ep 20_ A Series Of Unfortunate Events – Make A Will Edition

Wills are, after all, probably the best bang for the buck in the estate planning arena.  Because of competition from online services, attorneys have dropped their prices for attorney-drafted wills to the point where it has essentially become a loss-leader.

Even so, it’s a vital piece of estate planning package, especially for parents with minor children who need to designate a guardian of the person and a guardian of the estate. While almost everyone could benefit from more sophisticated estate planning than a will allows, it is certainly true that a will is better than  no planning at all!

Wills with guardianship provisions for minor children can usually be drafted and executed in a single day. If you’re interested in finding out about our low prices for simple wills, give us a call right now at (858) 720-8250 – just ask for Daniel.

Older Posts »