San Diego Probate

President Cruz' new cabinet position: Secretary of Faith and Devotion.

Introduction to Daniel K. Printz, San Diego estate planning and probate attorney and adjunct faculty at the University of San Diego. USD

Many people prepare for the inevitability of death by creating wills or trusts, spelling out instructions about medical care through advance directives, and naming beneficiaries on retirement accounts such as 401(k)s and IRAs. Sometimes overlooked in estate management is the transfer of securities that are in a non-retirement brokerage account, aspects of which can be planned ahead of time. Responding to issues raised by investors calling FINRA's recently launched Securities Helpline for Seniors, FINRA is issuing this alert to inform brokerage account holders, family members and other beneficiaries about the value of preparing for the inevitable, and the general process firms follow when an account holder passes away.

Today a 107-year-old man and a 3-year-old girl were killed by guns. Neither of them were criminals. Gun control is not about preventing crime; gun control is about preventing tragedy.

I count on San Diego graphic designer Krista van Adelsberg for her hip design sensibility and right-to-work business ethic. Check out a limited portfolio of her work at the link!

Letters of Special Administration are used to avoid waste or loss in an estate, especially where an executor has failed to get a prompt start on proceedings.

Tonight's class topics: Constructive Trusts; Resulting Trusts; and Estate Taxation.

Interpretation and construction of wills, will contests, miscellaneous will issues. Interested? Call me at 858-519-8020 or sign up for the paralegal certification at the University of San Diego!

Come to the University of San Diego and check it out!

I'm testing posting remotely to my tumblr stream from my Hootsuite dashboard. If you're reading this, I must have been successful!

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In other words, I teach the processes and procedures of probate, trust administration, and other post-death transfer techniques to the top paralegals in San Diego County.  I make it simple for them, and I can make it simple for you.  Call today: (858) 740-4370.