Daniel K. Printz, Esq., is returning to teach at the University of San Diego Paralegal Program in October, 2011. Daniel teaches “Estates, Wills & Trusts,” the 10th of 11 classes required to complete a paralegal certification. This will be his eleventh time teaching the course, dating back to late 2007. A 33-hour course, Estates, Wills… Read More


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


Typically, a trust won’t specify how much a trustee should be paid for their effort. And yet, unless wavied by settlor, or specifically established by settlor, successor trustee’s have a right to ‘reasonable compensation’. What is reasonable?… Read More


Estate Planning begins with the following steps: 1.  List your Assets:  Make a list of everything you own, including all bank accounts, investments, real estate, insurance policies, and any other valuable items of personal property.  Split the list into assets with named beneficiaries (such as insurance policies and retirement plans), jointly held assets, and assets… Read More