“As I enter a new chapter, I see a vital need for the political center in order for our democracy to flourish and to find solutions that unite rather than divide us. It is time for change in the way we govern, and I believe there are unique opportunities to build support for that change from outside the United States Senate. I intend to help give voice to my fellow citizens who believe, as I do, that we must return to an era of civility in government driven by a common purpose to fulfill the promise that is unique to America.”

I am saddened to see another Republican moderate leave the U.S. Congress. We need more Olympia Snowes, not fewer. The Democrats will certainly pick up this seat in Congress, and I urge the Maine Democratic party to select a moderate who can appeal to independents and Republicans – not because they have to, but because it’s in the best interest of the United States of America.

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

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.

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

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!

“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.

“What would happen to my children if something happened to me and my spouse? How do I protect my children as a new parent?” With simple estate planning, you can easily ensure that your children would be raised by the person you choose and that your children would not inherit everything at age 18, but at the ages and stages you want them to inherit. 

San Diego’s “The Parent Connection,” a non-profit sponsored by Scripps Hospitals, is hosting a seminar with guidance for new parents.

Estate planning and early financial decisions are  important for every new parent.  Making plans for your possible death or incapacity is an important part of your new responsibilities.  It may not be an pleasant task, but that doesn’t mean that you can just cross your fingers and hope that the worst won’t happen to you.  A well-versed estate planning lawyer can walk you through the maze of choices you need to make as a responsible parent.

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. You’ll have the opportunity to learn about 529 plans, education and Roth IRAs, UTMA accounts and alternative investments.

Date: Saturday, January 22, 2011          **** Activities will be available for children ****

Time: 9:30 am to 11:30 am

Location: Scripps Coastal Medical Center, Eastlake — 971 Lane Avenue, Chula Vista, 91914 

This event is free for Parent Connection members, $10 for nonmembers. Registration for nonmembers will be reimbursed; provide receipt at the event.  Register by calling the Law Office of Daniel K. Printz at (858) 720-8250 OR online at http://www.sandiegoparent.com/TPC/event/signup.html.

If it’s absolutely essential, a guardian can be removed by the Court for any of the following reasons, per the probate code:

(a) Failure to use ordinary care and diligence in the management of the estate.
(b) Failure to file an inventory or an account within the time allowed by law or by court order.
(c) Continued failure to perform duties or incapacity to perform duties suitably.
(d) Conviction of a felony, whether before or after appointment as guardian or conservator.
(e) Gross immorality.
(f) Having such an interest adverse to the faithful performance of duties that there is an unreasonable risk that the guardian or conservator will fail faithfully to perform duties.
(g) In the case of a guardian of the person or a conservator of the person, acting in violation of any provision of Probate Code Section 2356 (placing the minor in a mental health ward against their will, sterilizing them, etc.).

To request the removal, you will need to file a petition in the proper probate court. While an attorney is not a requirement, it is strongly recommended.  Call the Law Office of Daniel K. Printz at (858) 740-4370 for more information.