Daniel K. Printz is an experienced attorney and teaches "Estates, Wills and Trusts" at the University of San Diego.
Posted in Estate Planning, Living Trusts, Trust Administration on May 18th, 2012
The trust document covers only things that are put into the trust. The will covers anything that is not in trust, and not in a designated-beneficiary account like life insurance or retirement accounts.
Posted in Estate Planning, Life Insurance, Living Trusts, New Parents, San Diego on Apr 24th, 2012
A Living Estate is what we own while we are alive. All of those things that go into your financial junk drawer: your cash, real property, vehicles, jewelery, 401K accounts, etc., are part of your living estate.
Posted in Estate Planning on Apr 15th, 2012
Sometimes people ask me, “Why should I get a will?” Here are some answers to common questions about that most basic estate planning document, the last will and testament.
Posted in Estate Planning, Same-Sex Couples on Apr 3rd, 2012
It’s very important that non-married persons, either same-sex or opposite-sex couples, do basic estate planning! Here is a question recently posed by someone who was promised the world but left with nothing, along with my answer: Question: If I share a home with my partner for over 20 years, and helped pay for upkeep and [...]
Posted in Estate Planning on Mar 30th, 2012
Let’s say wife (W) has a child from a previous marriage, and the marries husband (H). W and H want to create a new living trust. This situation is quite common these days, with multiple marriages and blended families. Luckily there are ways to address the competing interests of the spouses. We will establish either [...]
Posted in Estate Planning, Trust Administration on Feb 28th, 2012
The Associated Press recently ran an article by Rodrique Ngowi about a charitable trust fight in Massachusetts. It seems that a gentleman in the 17th Century donated his property for the benefit of local schoolchildren. Homes were built on the property and the rents, generally, went to local schools. This appears to have worked well for 351 [...]
Posted in Estate Planning on Oct 25th, 2011
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 [...]
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, 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 Estate Planning, High Net Worth Clients on Mar 10th, 2011
Often, young people and couples are turning to parents for assistance in making that home purchase. From an estate planning perspective, the devil is in the details; the success of the transaction will lie in making the proper choices given the facts.
