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Daniel Kenneth Printz

Daniel Printz’s Legal Guides

11 total


  • Contents of a California Probate or Trust Accounting

    An accounting is a formal declaration of the trust (or estate, if its 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...

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  • So I'm a Trustee: How Much Should I be Paid?

    Typically, a trust wont specify how much a trustee should be paid for their effort. And yet, unless waived by the settlor, or specifically established by settlor, successor trustees have a right to reasonable compensation. What is reasonable compensation? The answer will depend o...

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  • A Beginner's Overview of International Trusts

    PURPOSES OF AN INTERNATIONAL TRUST 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...

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  • Advance Planning for High-Net-Worth Clients

    The estate tax is scheduled to return in 2011, with estates over $1,000,000 being taxed at 55%. The good news is thata combination of low interest rates, low gift tax rates, and lowered asset valuations means that we can reduce an estate for half the cost of just a few years ago,...

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  • 3 Estate Planning Reminders for the Recently Divorced

    Update your Life Insurance Designation A divorced person needs to make sure that he/she updates the life insurance beneficiary designations following the completion of the divorce. If you nominates a

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  • Estate Planning Checklist

    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 beneficiar...

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  • The Six Duties and Liabilities of the Personal Representative under the California Probate Code

    Managing Trust Assets Be prudent; keep assets separate; earn income from the assets, if possible; observe legal restrictions on asset management. Inventory of Estate Property Locate the property; det

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  • Three Famous Estates Gone Awry

    Marilyn Monroe When Ms. Monroe passed away, she left a $1.5M estate. Administration of her estate took 18 years, cost $1,000,000 in fees. After payment of her $400,000 in debts, only $100,000 of th

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  • Five Concerns of Estate Planning Clients

    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 Perso

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  • The Seven Components of Your California Estate Plan

    Revocable Living Trust A living trust, also known as a Revocable Living Trust or a Family Trust, is a legal document that holds title or ownership to your real property and assets. In the event of y

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