THE LAW OFFICE OF DANIEL K. PRINTZ » University of San Diego

Estates, Wills & Trusts

admin — Wed, 05 Oct 2011 19:51:03 +0000

Daniel K. Printz, Esq., is returning to teach at the University of San Diego Paralegal Program in October, 2011. Daniel teaches “Estates, Wills & Trusts,” the 10th of 11 classes required to complete a paralegal certification. This will be his eleventh time teaching the course, dating back to late 2007.

A 33-hour course, Estates, Wills & Trusts covers such topics as the use of various estate planning methods and devices, including wills, trusts, durable powers of attorney, health care directives and beneficiary designations. The rules of intestate succession will be covered. Emphasis will be placed on planning tools and administration of estates.

The course is also designed to introduce the procedures and court proceedings required to manage probate and non-probate transfers in California. Students are required asked to prepare forms that are ordinarily required in formal California probate proceedings.

The course is taught Tuesday and Thursday evenings from October 6 through September 10th.

For more information, contact Mr. Printz at (858) 720-8250 or the University of San Diego Paralegal Program at (619) 260-4579.

USD Paralegal Program Estate Planning CLE 2011

Daniel Printz — Thu, 09 Jun 2011 22:09:07 +0000

The University of San Diego (USD) Paralegal Program is hosting a continuing legal education program on June 27, 2011. One (1) MCLE credit will be provided.

Title: Strike While the Iron is Hot: Why 2011 is the year to make major estate planning changes.

Speaker: Daniel K. Printz, Esq., has represented California individuals, families, and corporations for the last eleven years. His practice provides estate planning and business law services. His estate planning practice focuses on asset protection, tax minimization and wealth transfer planning. He has taught “Estates, Wills and Trusts” in the University of San Diego Paralegal Program since 2007.

Information: I will be discussing key aspects of the 2010 Tax Relief Act, and how they translate into significant changes to planning strategies and trust drafting. Specific topics include exemption portability, the 2011 “gifting bubble”, modifications of the AB trust, and vital safeguards.

The program will be on Monday, June 27, 2011 from 6:00-7:00 pm at Barcelona 222, on the USD Campus at 5998 Alcala Park, San Diego, CA 92110-2492. Cost is $19 for USD Paralegal Alumni Association members and $29 for non-members. Call (619) 260-4579 for more information.

Register online and pay by credit/debit at www.sandiego.edu/paralegal Payment can also be made by check – contact the paralegal program for more information.

I hope to see you all there!

Living Trusts and Estate Planning Basics for Parents

admin — Sun, 03 Jan 2010 19:30:23 +0000

Parents with young children need a formal estate plan – even inexpensive simple wills can prevent substantial harm. But making the necessary decisions can be daunting: Who do I nominate as my child’s guardian? Should that person also control her money? Can my children stay in the family home, or will they be relocated? Will my child’s property be lost to probate fees or taxes? What financial decisions can I make now to protect my money for my children?

Speaker Daniel K. Printz, Esq., teaches “Estates, Wills and Trusts’ in the University of San Diego’s intensive paralegal program. He will speak on the essentials of estate planning for young families at this seminar – free for Parent Connection members and $10 for non-members.

Wednesday, January 27, 2010. 6:30 p.m. to 8:00 p.m. Scripps Coastal Medical Center. 2176 Salk Avenue, Carlsbad, CA 92008. South Entrance.

To register, use this link and find our seminar “Wills and Trusts” through the pull-down menu: http://www.sandiegoparent.com/TPC/event/signup.html

Free Tuition at University of San Diego Paralegal Program

admin — Thu, 02 Jul 2009 17:54:57 +0000

The University of San Diego Paralegal Program was recently approved as an eligible training provider through the San Diego Workforce Partnership and the Employment Development Department. As a result, unemployed individuals and those collecting unemployment benefits may receive complete funding of tuition and books for the Paralegal Program.

Secondly, the U.S. Department of Labor has partnered with the U.S. Department of Defense to provide training funds for spouses of active duty military personnel. These funds may cover over 80% of the tuition, and are available through the Military Spouse Career Advancement Account.

If you know of someone who may be interested, please respond to this message or contact Gretchen Veihl at 619-260-4579.