Estate Planning / Probate & Trusts / Business Law (858) 720-8250 info@thelegacylawyer.com
Posted in Daniel Printz on Nov 9th, 2011
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 [...]
Posted in Daniel Printz, Paralegals on Oct 5th, 2011
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 [...]
Posted in Daniel Printz, Events on Sep 29th, 2011
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 [...]
Posted in Daniel Printz, Lawyer's Corner, Paralegals, Probate, Seminars on Sep 28th, 2011
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. [...]
Posted in Daniel Printz, Estate Planning on Jul 27th, 2011
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 [...]
Posted in Daniel Printz, Events, Seminars on Jun 9th, 2011
I will be discussing key aspects of the 2010 Tax Relief Act, including exemption portability, the 2011 “gifting bubble”, modifications of the AB trust, and vital safeguards.
Posted in Daniel Printz, Estate Planning, Events, New Parents on Apr 19th, 2011
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.
Posted in Daniel Printz, Estate Planning, Planning for Incapacity, Seminars on Jan 12th, 2011
Daniel K. Printz, Esq., an estate planning attorney and adjunct faculty member at the University of San Diego, and Kristin Barron, a financial planner, will discuss how to avoid probate, how to be prepared to cover the issues of incapacity, how to secure your financial future as well as your child’s college education.
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, Probate, Trust Administration 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 [...]
