REPRESENTING SAN DIEGO BUSINESSES AND FAMILIES. Tel: (858) 740-4370 —- Email: daniel@thelegacylawyer.com
Posted in Daniel Printz, Guardianship on Jun 19th, 2010
To remove a minor’s guardian, the court is going to be looking for circumstances that indicate the minor would be better off with a different guardian. When asking the court to make a change, have in mind who that guardian would be and why it’s in the child’s best interest to be with that person. The [...]
Posted in Daniel Printz, Trust Administration, probate on Jun 12th, 2010
There are six Duties and Liabilities of the personal representative (administrator or executor) under the California Probate Code. 1. Managing Trust Assets Be prudent; keep assets separate; earn income from the assets, if possible; observe legal restrictions on asset management. 2. Inventory of Estate Property Locate the property; determine its value; file inventory and appraisal [...]
Posted in Daniel Printz on Apr 13th, 2010
Do you want to network professionally with your fellow members of the Parent Connection? As a supplement to events like this week’s Business Mixer, there is now a new FREE online tool for you to use. LinkedIn is the world’s largest professional network with over 65 million members and growing rapidly. LinkedIn connects you to [...]
Posted in Daniel Printz, Estate Planning on Mar 22nd, 2010
A new baby comes home with a host of legal and financial decisions to be made. University of San Diego faculty member Daniel K. Printz and financial planner Kristin Barron will present “A Parent’s Guide to Wills, Trusts, and Financial Planning” on Saturday, April 17, at 9:00 a.m. – 11:00 a.m. Scripps Coastal Medical Group [...]
Posted in Daniel Printz, probate on Feb 2nd, 2010
Quickly resolve cases in probate while protecting your client’s legacy. Are you equipped to efficiently take estates through probate while still preserving an inheritance for beneficiaries? Join us and receive practical procedural tips shared by experienced practitioners that will assist you in handling the critical details and functions of a successful probate practice. March 23, [...]
Posted in Daniel Printz, Estate Planning, Living Trusts, New Parents, university of san diego on Jan 3rd, 2010
Come to our seminar – 1/27/2010 from 6:30 p.m. to 8:00 p.m. at Scripps Coastal Medical Center in Carlsbad.
Posted in Daniel Printz, Estate Planning on Dec 3rd, 2009
If you have guests with young children coming into town, the best thing you can do to make their trip easy and efficient is to make sure they have quality baby/toddler equipment ready for them. Don’t buy it and then have to store it or re-sell it. Instead, RENT the equipment from a top-rated baby [...]
Posted in Daniel Printz, Estate Planning, Paralegals on May 28th, 2009
The San Diego Paralegal Association (SDPA) is pleased to announce the following: MCLE EVENT – 6:00 – 7:00 p.m. “Recent Tax Legislation and Estate Planning Practices,” presented by Daniel K. Printz, Esq. Date: Wednesday, June 3, 2009 Location: San Diego County Library – North County Branch 325 S. Melrose Drive, Suite 300 Vista, CA 92081-6697 [...]
