Estate Planning / Probate & Trusts / Business Law (858) 720-8250 info@thelegacylawyer.com
Posted in Daniel Printz on Nov 9th, 2011
Daniel K. Printz will be hosting a live teleconference providing an update on California estate planning, probate and trust law. The teleconference is sponsored by the National Business Institute, and will be held on Wednesday, September 19, 2012, from 2:00 – 3:30 pm (Eastern Time). A text manual will be provided as well. For cost [...]
Posted in Daniel Printz, Events, Seminars on Jun 9th, 2011
I will be discussing key aspects of the 2010 Tax Relief Act, including exemption portability, the 2011 “gifting bubble”, modifications of the AB trust, and vital safeguards.
Posted in Estate Planning, High Net Worth Clients on Mar 10th, 2011
Often, young people and couples are turning to parents for assistance in making that home purchase. From an estate planning perspective, the devil is in the details; the success of the transaction will lie in making the proper choices given the facts.
Posted in Estate Planning, High Net Worth Clients, Living Trusts, Probate on Mar 8th, 2011
To an estate planning attorney what is astonishing is not that Tony Curtis disinherited his children, which frankly happens often enough not to produce comment, but that he did so publicly when he could have easily done it privately.
Posted in Daniel Printz, Estate Planning, Planning for Incapacity, Seminars on Jan 12th, 2011
Daniel K. Printz, Esq., an estate planning attorney and adjunct faculty member at the University of San Diego, and Kristin Barron, a financial planner, will discuss how to avoid probate, how to be prepared to cover the issues of incapacity, how to secure your financial future as well as your child’s college education.
Posted in Estate Planning, High Net Worth Clients, Living Trusts on Oct 29th, 2010
There are two main purposes of an international trust for U.S. citizens. The first is to combine domestic and offshore assets into a unified estate plan with a common trustee and set of instructions. The second use of interantional trusts is for asset protection.
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.
