Estate Planning / Probate & Trusts / Business Law (858) 720-8250 info@thelegacylawyer.com
Posted in Daniel Printz, Estate Planning, Events, New Parents on Apr 19th, 2011
San Diego-based estate planning lawyer Daniel Printz tells us the myriad of things to be aware of when drawing up a Will, especially in the areas of child guardianship and business succession.
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 Estate Planning, Trust Administration on Apr 26th, 2010
A ‘testamentary trust’ is a will that directs the creation of a trust, either explicitly or because the terms of the will can’t be carried out immediately. In California, beneficiaries under a trust are entitled to annual accountings from the trustee (usually the executor of the will) unless the terms of the will stated otherwise.
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 Jun 26th, 2009
Your Will controls the distribution of your real and personal property on your death. This includes your home, land, mineral rights, and any other form of real property, as well as your cash equivalent assets: stocks, bonds, CDs, and mutual funds not held in a retirement account. But the easist way to determine what property [...]
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 Conservatorships, Estate Planning, Planning for Incapacity on Apr 27th, 2009
Yesterday at the San Diego Parent Connection Swap Meet, a woman asked me about setting up a Durable Power of Attorney for Property Management for her elderly father. He already has a Living Will (he lives in Hawaii). Which brings me to today’s subject: As a senior, what documents do I need to prepare in [...]
Posted in Estate Planning, Living Trusts, Same-Sex Couples on Apr 2nd, 2009
Here’s a good idea: Give guidance to your heirs, expected personal representative (executor or trustee) and loved ones by creating a Letter of Last Instructions. Tell your estate planning attorney, and proposed Excecutor or Trustee where it can be found, and leave it in that trusted place (safe deposit box or fire-proof safe – you [...]
