THE LAW OFFICE OF DANIEL K. PRINTZ » Daniel Printz

How can you Remove a Minor’s Guardian?

admin — Sat, 19 Jun 2010 04:58:05 +0000

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 court might be more willing to modify the existing order first, and then look further to see if a change needs to be made.

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.

Six Duties and Liabilities of the Executor or Administrator in California Probate Administration

Daniel Printz — Sat, 12 Jun 2010 21:59:31 +0000

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 (within 4 months); change owernship from decedent to yourself as personal representative.

3. Notice to Creditors

Send Notice of Administration and negotiate with known creditors; send notice to State Director of Health Services.

4. Insurance

Obtain and maintain insurance on all assets, even if decedent had not insured during their lifetime – YOU are responsible for the assets now.

5. Record Keeping

Maintain records on all transactions, including receipts for any estate expenses. The court will review the accountings for the estate, and may request the receipts!

6. Consulting an Attorney

It is not mandatory to hire an attorney to represent the estate. However, if you do, it is necessary to maintain good communication and heed the attorney’s advice.

Need more help? Call the Law Office of Daniel K. Printz at (858) 740-4370 for a free consultation.

The Parent Connection now on LinkedIn.

admin — Tue, 13 Apr 2010 17:12:28 +0000

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 your trusted contacts and helps you exchange knowledge, ideas, and opportunities with a broader network of professionals.

Within LinkedIn is a Group designed exclusively for members of The Parent Connection to network professionally. In order to be accepted to the group, you must be a current member of The Parent Connection.

Joining is as easy as 1-2-3!

1. Create a professional profile at LinkedIn.Com.
2. Search under Groups for The Parent Connection.
3. Apply for membership.

Confused? Contact me directly at daniel@TheLegacyLawyer.com or Ann Carey-Scott at anncareyscott@san.rr.com for help.

See you online!
Daniel K. Printz, Esq.

Parenting Group hosts Informational Seminar on Estate Planning for New Parents

admin — Mon, 22 Mar 2010 21:35:25 +0000

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 (Eastlake), 971 Lane Avenue, Chula Vista, CA 91914. The seminar is hosted by The Parent Connection, a non-profit parenting support network of more than 3,500 San Diego families. The seminar is free, but seating is limited twenty attendees. Register online at http://tinyurl.com/sdparent.

In her article on MSN.com’s MoneyCentral, Karen Hube cites postponing estate planning as one of “New Parents’ Top 10 Money Mistakes.” In her online “Wills and Trusts Special”, financial guru Suze Orman states: “If you cannot agree on guardianship for your child, you will be leaving that decision to the state. The state will assign someone to care for your child. Be smart and make that decision before it is too late.”

Advice on how to choose and nominate guardians for your children will be just part of Mr. Printz and Ms. Barron’s 2-hour seminar and workshop. Mr. Printz will discuss the questions most often raised by new parents: Who do I nominate as my child’s guardian? Should that person also control her money? Can my children stay in the family home, or will they be relocated? Ms. Barron will discuss educational financing, 529’s, and UTMA accounts.

Mr. Printz has been an attorney for the past ten years, since graduating in 1999 from San Diego’s Thomas Jefferson School of Law in Old Town. The Law Office of Daniel K. Printz is located at 5631 Palmer Way, Ste. C, Carlsbad, CA 92010. Mr. Printz specializes in estate planning and probate, and for the past three years he has taught “Estates, Wills and Trusts” in the University of San Diego’s intensive paralegal program. Mr. Printz, his wife Erica, and their 2 ½ year old son Samuel live in the Old Creek neighborhood of San Marcos, just west of San Elijo Hills. Mr. Printz can be contacted at (858) 740-4370 or by email at daniel@TheLegacyLawyer.com.

Refining Estate Administration (an NBI seminar for Attorneys and Paralegals)

admin — Tue, 02 Feb 2010 19:37:10 +0000

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, 2010 at the Hilton San Diego Gaslamp Quarter: 401 K Street, San Diego, CA 92101. (619) 231-4040.

9:00 A.M. – 4:30 P.M.

This is an intermediate level seminar designed for those specializing in estate planning and administration. Seminar led by: Meredith G. Alcock, Esq.; Audrey J. Grossman, Esq.; David P. Jones II, Esq.; and, Daniel K. Printz, Esq.

6.0 units of CLE for Attorneys and Paralegals. 6.0 units of specialization in the area of estate planning for the California Board of Legal Specialization.

Cost: $339 first attendee; $329 each additional. Audio Recording: $339. Manual only: $99. CD and Manual only: $199.

Enroll at: http://www.thelegacylawyer.com/first

Living Trusts and Estate Planning Basics for Parents

admin — Sun, 03 Jan 2010 19:30:23 +0000

Parents with young children need a formal estate plan – even inexpensive simple wills can prevent substantial harm. But making the necessary decisions can be daunting: Who do I nominate as my child’s guardian? Should that person also control her money? Can my children stay in the family home, or will they be relocated? Will my child’s property be lost to probate fees or taxes? What financial decisions can I make now to protect my money for my children?

Speaker Daniel K. Printz, Esq., teaches “Estates, Wills and Trusts’ in the University of San Diego’s intensive paralegal program. He will speak on the essentials of estate planning for young families at this seminar – free for Parent Connection members and $10 for non-members.

Wednesday, January 27, 2010. 6:30 p.m. to 8:00 p.m. Scripps Coastal Medical Center. 2176 Salk Avenue, Carlsbad, CA 92008. South Entrance.

To register, use this link and find our seminar “Wills and Trusts” through the pull-down menu: http://www.sandiegoparent.com/TPC/event/signup.html

Grand Opening – Travel Babees of San Diego

admin — Fri, 04 Dec 2009 03:58:31 +0000

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 equipment supply source.

Please be our guest at the Grand Opening of Travel BaBees of San Diego. At last this nationally recognized provider of baby and toddler supplies has come to San Diego County. We’re celebrating with coffee and desserts here in North County, and would love for you to join us!

Travel BaBees of San Diego Quality

Baby equipment rentals and supplies delivered wherever life

takes you and baby.

Genevieve Koesling and Tracy Chin, owners of Travel BaBees of San Diego, will speak about how baby equipment rentals will ease your holidays, as well as what the new and recommended equipment is! Don’t know your Bugaboo from your Britax? We’ll show you the way!

Law Office of Daniel K. Printz

Representing San Diego’s Parents and Children

Daniel K. Printz, Esq., is adjunct faculty at the University of San Diego, where he teaches “Estates, Wills & Trusts.” Mr. Printz will speak briefly on why it’s so important to nominate a guardian for your minor child, and some of the pitfalls an experienced estate planner will help you avoid.

December 10, 2009 7:00 p.m.

Camden Old Creek Clubhouse

1935 Northstar Way San Marcos, CA 92078

(just off San Elijo Road at Rancho Santa Fe Road)

Please R.S.V.P. to (858) 740-4370 or daniel@TheLegacyLawyer.com

San Diego Paralegal Association MCLE

admin — Thu, 28 May 2009 22:10:06 +0000

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

Cost: $15.00, SDPA Members; $20.00, Non-SDPA Members

DINNER IS INCLUDED IN THE COST OF THE EVENT.

THIS IS FOR 1.0 MCLE HOURS.

The Compliance Period for California Paralegals to earn 4.0 hours of general education and 4.0 hours of ethics is from 01/01/2009 – 12/31/2010. Start earning those hours early!!! For more information and to enroll, please go to www.sdparalegals.org