THE LAW OFFICE OF DANIEL K. PRINTZ » cle http://thelegacylawyer.com Estate Planning / Probate & Trusts / Business Law (858) 720-8250 info@thelegacylawyer.com Thu, 17 Nov 2011 22:12:00 +0000 en hourly 1 http://wordpress.org/?v=3.2.1 Daniel Printz to Speak at Seminar on Estate Administration http://thelegacylawyer.com/2011/09/daniel-printz-to-speak-at-nbi-seminar-december-5-2011/ http://thelegacylawyer.com/2011/09/daniel-printz-to-speak-at-nbi-seminar-december-5-2011/#comments Wed, 28 Sep 2011 19:53:18 +0000 admin http://thelegacylawyer.com/?p=664 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.

The title of the seminar is Estate Administration Procedures: Why Each Step is Important. Along with Mr. Printz, faculty will include Janathan Allen of Allen Barron, sole practitioner Stuart Schechter, and Charles T. Scott of Kimball, Tirey & St. John.

The seminar will provide the following credits: California MCLE Paralegal; CFP for Financial Planners - 8.0; CLE for Attorneys- 6.75; CTEC for tax preparers- 8.0; IACET – 0.7; CPE for accountants/NASBA – 8.0; and PACE (CLU, CASL, ChFC) – 8.0

To register, call (800) 930-6182 or go to www.nbi-sems.com.

This is a basic level seminar, and provides fundamental estate administration topics for: attorneys; accountants; paralegals; trust officers; estate planners; and financial planners.

]]> http://thelegacylawyer.com/2011/09/daniel-printz-to-speak-at-nbi-seminar-december-5-2011/feed/ 0 Refining Estate Administration (an NBI seminar for Attorneys and Paralegals) http://thelegacylawyer.com/2010/02/refining-estate-administration-an-nbi-seminar-for-attorneys-and-paralegals/ http://thelegacylawyer.com/2010/02/refining-estate-administration-an-nbi-seminar-for-attorneys-and-paralegals/#comments Tue, 02 Feb 2010 19:37:10 +0000 admin http://thelegacylawyer.com/2010/02/refining-estate-administration-an-nbi-seminar-for-attorneys-and-paralegals/ 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

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