Daniel Kenneth Printz’s Guides

Daniel Kenneth Printz

Solana Beach Trusts Attorney.

Contributor Level 14
  1. Six Claims You Should Be Wary of Regarding “Living Trusts”

    Written by attorney Daniel Printz, almost 5 years ago. STAFF PICK

    False Claims About the Probate Process. Some companies use advertising slogans such as “The Choice is Yours: Sacrifice Money to the State or Protect Your Loved Ones.” These companies may exaggerate

    7 people found this Legal Guide helpful

  2. Contents of a California Probate or Trust Accounting

    Written by attorney Daniel Printz, over 4 years ago.

    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...

    5 people found this Legal Guide helpful

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

    Written by attorney Daniel Printz, over 4 years ago.

    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...

    3 people found this Legal Guide helpful

  4. A Beginner's Overview of International Trusts

    Written by attorney Daniel Printz, over 4 years ago.

    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...

    1 person found this Legal Guide helpful

  5. Advance Planning for High-Net-Worth Clients

    Written by attorney Daniel Printz, almost 5 years ago.

    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,...

  6. 3 Estate Planning Reminders for the Recently Divorced

    Written by attorney Daniel Printz, almost 5 years ago.

    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

    1 person found this Legal Guide helpful

  7. Estate Planning Checklist

    Written by attorney Daniel Printz, almost 5 years ago.

    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...

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

    Written by attorney Daniel Printz, almost 5 years ago.

    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

  9. Three Famous Estates Gone Awry

    Written by attorney Daniel Printz, almost 5 years ago.

    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

  10. Five Concerns of Estate Planning Clients

    Written by attorney Daniel Printz, almost 5 years ago.

    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