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, 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 [...]
Posted in Estate Planning, Living Trusts on Mar 30th, 2009
Here’s a call I’ve started to get recently: My aging parent has a trust but she hasn’t transferred her home into it – what can I do? Most estate planning attorneys these days prepare a grant deed or quitclaim deed and transfer their clients’ primary residence into trust as part of their flat fee performance. [...]
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 [...]
Posted in Living Trusts on Mar 17th, 2009
You should review your estate planning documents periodically. If it is not up to date when you die, your estate may not be distributed as you wish. Your Trust can be changed through an Amendment, a legal document that must be drafted and executed with the same procedure that applies to Trusts. Do not change [...]
