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
Trust accounting and probate accounting. 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
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
