Daniel K. Printz is an experienced attorney and teaches "Estates, Wills and Trusts" at the University of San Diego.
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, Life Insurance, New Parents 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, High Net Worth Clients, New Parents, Planning for Incapacity 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 [...]
Posted in Estate Planning, Living Trusts, New Parents, Planning for Incapacity on May 19th, 2009
Today, I saw a posting about doing one’s will and trust online: “What about going to www.SuzeOrman.com and clicking “will and trust kit” on the left side of the screen. She said on a recent show to use the password “peoplefirst” to get the documents for free. I bought this package at a KPBS fundraiser a [...]
Posted in Estate Planning, Living Trusts, New Parents on May 18th, 2009
Congratulations on your new family! You are in the midst of an exciting adventure, but it’s an adventure with real-life concerns. Among them – how best to protect your children should something happen to you? In my practice, I try to patiently walk clients through the maze of choices they need to make as responsible [...]
Posted in Estate Planning on Apr 9th, 2009
Let’s talk about gift taxes! Under IRC Section 2503(b), the first $13,000 (plus cost of living adjustments) of gifts to any person, other than gifts of future interests in property, made during a calendar year are not included in the total amount of gifts made during the year. There is no limit to the number [...]
