REPRESENTING SAN DIEGO BUSINESSES AND FAMILIES. Tel: (858) 740-4370 —- Email: daniel@thelegacylawyer.com
Posted in Estate Planning, Planning for Incapacity on Jun 7th, 2010
Listed are the top five concerns of the typical estate planning client. 1. Minor Children Parents of minor children want to make sure that responsible parties are prepared to step in and raise their children if they cannot. They will want to appoint a Guardian of the Person and a Guardian of the Estate, who [...]
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 Uncategorized on Oct 12th, 2009
Tips for the Recently Divorced Client: 1. Update your Life Insurance Beneficiary designation: A divorced person needs to make sure that he/she updates the life insurance beneficiary designations following the completion of the divorce. If you nominates a minor, the minor’s guardian will receive the funds on behalf of the minor. Therefore, it is vital [...]
Posted in Estate Planning, life insurance on Jul 9th, 2009
One excellent use for life insurance in the area of estate planning is to cover estate expenses. Typically, even a small policy can aid here. The policy pays out on the decedent’s death, and provides a quick lump-sum payment to heirs to fund many expenses, including: Estate, income, and capital gains taxes Real estate payments, [...]
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 Estate Planning, New Parents, Planning for Incapacity, high-net-worth clients on Jul 7th, 2009
I can’t over-emphasize the importance life insurance can play in your estate plan! Often, a person or couple will delay buying life insurance until they feel they can better afford it. However, that’s not wise. The older you get, the more expensive new life insurance policies become and the less insurable you become. At some [...]
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 on May 25th, 2009
What are the fees to Probate an estate? In California, both the personal representative (an executor or administrator) and the personal representative’s attorney are entitled to compensation. If the Will specifies the compensation, then that’s all they can receive (P.C. 10812). If the Will doesn’t specify, then the personal representative and the attorney are each [...]
