USD Paralegal Program Estate Planning CLE 2011 I will be discussing key aspects of the 2010 Tax Relief Act, including exemption portability, the 2011 “gifting bubble”, modifications of the AB trust, and vital safeguards.… Read More
Drafting a Will: Rocket Lawyer Podcast interviews Daniel Printz 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
Seminar for New Parents: Estate Planning and Financial Planning 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
How can you Remove a Minor’s Guardian? To remove a minor’s guardian, the court is going to be looking for circumstances that indicate the minor would be better off with a different guardian. When asking the court to make a change, have in mind who that guardian would be and why it’s in the child’s best interest to be with that person. The… Read More
Six Duties and Liabilities of the Executor or Administrator in California Probate Administration 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… Read More
The Parent Connection is now on LinkedIn. Do you want to network professionally with over 3,000 families – your fellow members of San Diego’s the Parent Connection? As a supplement to events like this week’s Business Mixer, there is now a new FREE online tool for you to use. LinkedIn is the world’s largest professional network with over 65 million members and… Read More
Parenting Group hosts Informational Seminar on Estate Planning for New Parents A new baby comes home with a host of legal and financial decisions to be made. University of San Diego faculty member Daniel K. Printz and financial planner Kristin Barron will present “A Parent’s Guide to Wills, Trusts, and Financial Planning” on Saturday, April 17, at 9:00 a.m. – 11:00 a.m. Scripps Coastal Medical Group… Read More
Refining Estate Administration (an NBI seminar for Attorneys and Paralegals) 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,… Read More
Living Trusts and Estate Planning Basics for Parents Come to our seminar – 1/27/2010 from 6:30 p.m. to 8:00 p.m. at Scripps Coastal Medical Center in Carlsbad. … Read More
Grand Opening – Travel Babees of San Diego If you have guests with young children coming into town, the best thing you can do to make their trip easy and efficient is to make sure they have quality baby/toddler equipment ready for them. Don’t buy it and then have to store it or re-sell it. Instead, RENT the equipment from a top-rated baby… Read More
