Estate Planning / Probate & Trusts / Business Law (858) 720-8250 info@thelegacylawyer.com
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.
Posted in Estate Planning, High Net Worth Clients, Living Trusts, Probate on Mar 8th, 2011
To an estate planning attorney what is astonishing is not that Tony Curtis disinherited his children, which frankly happens often enough not to produce comment, but that he did so publicly when he could have easily done it privately.
Posted in Estate Planning, Lawyer's Corner, Living Trusts on Mar 8th, 2011
Your father, as a settlor and trustee, has a right to a copy of the trust that he and your mother hired the attorney to draft, assuming the attorney still retains a copy in the file. The request does not have to be notarized; in fact, he should simply be able to pick up the phone and call.
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 Estate Planning, Living Trusts, Trust Administration on Nov 8th, 2010
Typically, a trust won’t specify how much a trustee should be paid for their effort. And yet, unless wavied by settlor, or specifically established by settlor, successor trustee’s have a right to ‘reasonable compensation’. What is reasonable?
Posted in Estate Planning, High Net Worth Clients, Living Trusts on Oct 29th, 2010
There are two main purposes of an international trust for U.S. citizens. The first is to combine domestic and offshore assets into a unified estate plan with a common trustee and set of instructions. The second use of interantional trusts is for asset protection.
Posted in Estate Planning, Living Trusts on Oct 20th, 2010
Here is a question posed recently on avvo.com. My answer was chosen as “Best Answer” by the questioner. Question: How can my parents change their revocable trust without an attorney? My parents reside in Wisconsin and have a revocable trust with 3 of 8 children designated to administer the trust. If they wish to delete [...]
