Daniel K. Printz is an experienced attorney and teaches "Estates, Wills and Trusts" at the University of San Diego.
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 [...]
Posted in Estate Planning on Oct 19th, 2010
Here is a question posed to me recently, and the answer I provided: Question: My mom passed away over 30 years ago and I have 1 sister and 1 brother and a half sister. My stepmom all of a sudden is in a hurry to adopt when we have lived with her over 30 years. Is there [...]
Posted in Estate Planning, Living Trusts on Aug 25th, 2010
Today’s question and answer came from AVVO.Com. The person, a single parent of one child, had set up her daughter as the Pay-On-Death beneficiary of her bank accounts. Now she wanted to figure out a way of transferring her homes to the daughter without making a trust. My advice to her follows. Q: if a [...]
Posted in Conservatorships, Estate Planning, Planning for Incapacity on Aug 5th, 2010
Everyone should have an Advance Health Care Directive (AHCD) that designates an agent to act on your behalf if you are unable to make your own health care decisions. The agent can then consent to surgery on your behalf or “pull the plug” or keep you alive if you are in a persistent vegetative state. [...]
Posted in Estate Planning, Guardianship, New Parents on Jun 24th, 2010
Your California will should NOT be notarized. If it is a formal will it needs to be witnessed by at least two witnesses. Despite the fact that 60% of Americans don’t have a basic will, they are very useful documents! In addition to dictating where your property is to go when you die, and nominating an [...]
