Drafting a Will: Rocket Lawyer Podcast interviews Daniel Printz April 19, 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. … Read More
Tips for Lawyers Who Tweet March 15, 2011 | 1 Comment Today I came across a well-written article that deals with these questions, and provides some practical tips for lawyers who tweet. It’s by Gina Rubel and was published online in the Legal Intelligencer Blog. … Read More
Should I Help my Child Buy a House? March 10, 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.… Read More
The Real Story of Tony Curtis’ Last Will and Testament March 8, 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. … Read More
How Can I Get a Copy of My Trust? March 8, 2011 Your father, as a settlor and trustee, has a right to a copy of the trust that he and your mother hired the attorney to draft, assuming the attorney still retains a copy in the file. The request does not have to be notarized; in fact, he should simply be able to pick up the phone and call.… Read More
San Diego Parent Connection Swap Meet March 3, 2011 What is the Parent Connection Family Swap Meet? Imagine hundreds of parents of young children, each with a two-parking space booth, selling all of their gently used clothing, toys, and equipment. If you are a parent of a young child, toddler, or infant (or one on the way!), this is a “can’t miss.”… Read More
Increasing Demand for Litigation Paralegals? March 3, 2011 Evidence for the increasing demand for litigation paralegals can be seen in the advertisements in the San Diego Daily Transcript, which I pulled off their website today and include for you below. I see this as the result of two factors: increasing litigation for litigation law firms; and the desire of firms to delegate more of their work to paralegals when possible, thus saving costs for the firm and increasing their margin on each piece of litigation.… Read More
Children’s Writing Workshop February 23, 2011 | 1 Comment “Igloos in Oceanside,” a March 26, 2011 event hosted by Kid Expressions, will take place at 9:00 a.m. at 802 South Tremont Street, Oceanside, California.… Read More
Seminar for New Parents: Estate Planning and Financial Planning January 12, 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.… Read More
Trust accounting and probate accounting. December 20, 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… Read More
