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, Lawyer's Corner, Paralegals, Probate, Seminars on Sep 28th, 2011
If you are looking for continuing education credits in San Diego, attorney Daniel K. Printz will be presenting at a National Business Institute Seminar on December 5, 2011. The seminar will be held from 8:30 am to 4:40 pm at the Doubletree Hotel San Diego Downtown, located at 1646 Front Street, San Diego, CA 92101. [...]
Posted in Conservatorships, Probate, Trust Administration on Dec 20th, 2010
An accounting is a formal declaration of the trust (or estate, if it’s a probate accounting) assets and liabilities, including income and expenses, of a particular period of time. California probate code section 1601 et seq. tells us exactly what an accounting needs to contain. If it does not contain these items, an objection can be [...]
Posted in Daniel Printz, Probate, Trust Administration on Jun 12th, 2010
There are six Duties and Liabilities of the personal representative (administrator or executor) under the California Probate Code. 1. Managing Trust Assets Be prudent; keep assets separate; earn income from the assets, if possible; observe legal restrictions on asset management. 2. Inventory of Estate Property Locate the property; determine its value; file inventory and appraisal [...]
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 Probate, Trust Administration on Apr 23rd, 2010
One potential probate client question: If a payer (an executor under a will, or a trustee of a trust) overpays a beneficiary when a family member dies, does the payer have a right to ask for the money back? Absolutely! You do not have a right to keep funds given by mistake. Consult a local [...]
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 Uncategorized on Aug 19th, 2009
I will be speaking on Estate Administration for an upcoming NBI seminar entitled “Refining Your Probate Skill: Streamlining Processes and Overcoming Obstacles.” The seminar will be held in San Diego on March 23, 2010, from 9:00 a.m. to 4:30 p.m., and will provide continuing education credits.
Posted in Estate Planning, Planning for Incapacity on Jun 26th, 2009
Estate Planning begins with the following steps: 1. List your Assets: Make a list of everything you own, including all bank accounts, investments, real estate, insurance policies, and any other valuable items of personal property. Split the list into assets with named beneficiaries (such as insurance policies and retirement plans), jointly held assets, and assets [...]
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 [...]
