What Should I Do Before Filing For Divorce? What should I do before I file for divorce? What estate planning changes should I make? Can I revoke our family trust? Do I need permission from my wife to change beneficiaries? Can I make a new will without my husband? These are questions I hear from clients referred to me by family law… Read More
How do I protect a child from my first marriage when doing second marriage estate planning? Let’s say wife (W) has a child from a previous marriage, and the marries husband (H). W and H want to create a new living trust. This situation is quite common these days, with multiple marriages and blended families. Luckily there are ways to address the competing interests of the spouses. We will establish either… Read More
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
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
Should I Help my Child Buy a House? 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 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
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
A Brief Introduction to International Trusts There are two main purposes of an international trust for U.S. citizens. The first is to combine domestic and offshore assets into a unified estate plan with a common trustee and set of instructions. The second use of interantional trusts is for asset protection.… Read More
Five Concerns of Estate Planning Clients Listed are the top five concerns of the typical estate planning client. 1. Minor Children Parents of minor children want to make sure that responsible parties are prepared to step in and raise their children if they cannot. They will want to appoint a Guardian of the Person and a Guardian of the Estate, who… 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
