REPRESENTING SAN DIEGO BUSINESSES AND FAMILIES. Tel: (858) 740-4370 —- Email: daniel@thelegacylawyer.com
Posted in Daniel Printz, Guardianship on Jun 19th, 2010
To remove a minor’s guardian, the court is going to be looking for circumstances that indicate the minor would be better off with a different guardian. When asking the court to make a change, have in mind who that guardian would be and why it’s in the child’s best interest to be with that person. The [...]
Posted in Daniel Printz, Estate Planning on Mar 22nd, 2010
A new baby comes home with a host of legal and financial decisions to be made. University of San Diego faculty member Daniel K. Printz and financial planner Kristin Barron will present “A Parent’s Guide to Wills, Trusts, and Financial Planning” on Saturday, April 17, at 9:00 a.m. – 11:00 a.m. Scripps Coastal Medical Group [...]
Posted in Daniel Printz, probate on Feb 2nd, 2010
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, [...]
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.
Posted in Estate Planning, New Parents, life insurance on Jul 7th, 2009
I represent many young families. These are couples in their twenties to early forties with small children and small estates. Typically, they have no home or a home with limited equity. Their major concern, after nominating a guardian for their children, is how would the family cope financially if one of them were to die [...]
Posted in Daniel Printz, Estate Planning, Paralegals on May 28th, 2009
The San Diego Paralegal Association (SDPA) is pleased to announce the following: MCLE EVENT – 6:00 – 7:00 p.m. “Recent Tax Legislation and Estate Planning Practices,” presented by Daniel K. Printz, Esq. Date: Wednesday, June 3, 2009 Location: San Diego County Library – North County Branch 325 S. Melrose Drive, Suite 300 Vista, CA 92081-6697 [...]
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 [...]
