California Update: Estate Planning, Probate & Trust Law 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… 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
Can we change our revocable trust without an attorney? Here is a question posed recently on avvo.com. My answer was chosen as “Best Answer” by the questioner. Question: How can my parents change their revocable trust without an attorney? My parents reside in Wisconsin and have a revocable trust with 3 of 8 children designated to administer the trust. If they wish to delete… 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
The Seven Components of Your California Estate Plan This guide provides a list of the typical documents that make up a California estate plan. Costs for this plan vary from attorney to attorney, as well as on the complexity and size of the estate. 1. Revocable Living Trust A living trust, also known as a Revocable Living Trust or a Family Trust, is… 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
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
California Probate Fees 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… Read More
Estate Planning for New Parents 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… Read More
