Why Get a Will?
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.
Tag Archive 'attorney'
Estates, Wills & Trusts
Posted in Daniel Printz, Paralegals on Oct 5th, 2011
Daniel K. Printz, Esq., is returning to teach at the University of San Diego Paralegal Program in October, 2011. Daniel teaches “Estates, Wills & Trusts,” the 10th of 11 classes required to complete a paralegal certification. This will be his eleventh time teaching the course, dating back to late 2007. A 33-hour course, Estates, Wills [...]
Daniel Printz to Speak at Seminar on Estate Administration
Posted in Daniel Printz, Lawyer's Corner, Paralegals, Probate, Seminars on Sep 28th, 2011
If you are looking for continuing education credits in San Diego, attorney Daniel K. Printz will be presenting at a National Business Institute Seminar on December 5, 2011. The seminar will be held from 8:30 am to 4:40 pm at the Doubletree Hotel San Diego Downtown, located at 1646 Front Street, San Diego, CA 92101. [...]
Living Trusts and Estate Planning Basics for Parents
Posted in Daniel Printz, Estate Planning, Living Trusts, New Parents, University of San Diego on Jan 3rd, 2010
Come to our seminar – 1/27/2010 from 6:30 p.m. to 8:00 p.m. at Scripps Coastal Medical Center in Carlsbad.
“Seniors & the Law”
Posted in Conservatorships, Estate Planning, Planning for Incapacity on May 12th, 2009
The California State Bar has updated its publication: Seniors & the Law. With more than 4 Million citizens aged 65 or older, California leads the nation in seniors, and their concerns are a top priority for the Bar. For your copy, send an email to me at daniel@thelegacylawyer.com if you live in San Diego County, or [...]
Simple Gift Taxing as a Tool to Reduce Estate Taxes
Posted in Estate Planning on Apr 9th, 2009
Let’s talk about gift taxes! Under IRC Section 2503(b), the first $13,000 (plus cost of living adjustments) of gifts to any person, other than gifts of future interests in property, made during a calendar year are not included in the total amount of gifts made during the year. There is no limit to the number [...]
Estate Tax Exemption Likely to Remain at $3.5M
Posted in Estate Planning, High Net Worth Clients, Living Trusts on Apr 8th, 2009
The Wall Street Journal and other sources have reported that President Obama wants to freeze the estate tax credit at its current level. This means that estates with less than $3.5 million in value can be transferred free of the estate tax at death. In other words, the vast majority of us (98%) won’t have [...]
Letter of Last Instructions
Posted in Estate Planning, Living Trusts, Same-Sex Couples on Apr 2nd, 2009
Here’s a good idea: Give guidance to your heirs, expected personal representative (executor or trustee) and loved ones by creating a Letter of Last Instructions. Tell your estate planning attorney, and proposed Excecutor or Trustee where it can be found, and leave it in that trusted place (safe deposit box or fire-proof safe – you [...]
Considering a Special Needs Trust?
Posted in Conservatorships, Estate Planning, Living Trusts, special needs on Mar 26th, 2009
Concerned about a disabled child or parent? Considering a Special Needs Trust (SNT)? These can be powerful tools if drafted carefully. They can also be restrictive monsters if created by attorneys who work from pre-made templates or without thought to all contingencies. Special Needs Trusts are often prepared for disabled adults with disabling conditions, such [...]
Do I need a revocable living trust?
Posted in Estate Planning, Living Trusts, New Parents, Planning for Incapacity, Probate on Mar 17th, 2009
You should strongly consider a revocable living trust if any of the following are true: You own real property; you have over $100,000 in gross assets; you want to maintain your privacy; or you want to protect your children from squandering their inheritance.
Daniel K. Printz, Esq.
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