Interview with Steve Bliss
Good evening San Diego and welcome back to our Legal Minute segment. Tonight we’re joined by probate attorney Steve Bliss of San Diego Probate Law. Steve, thanks for joining us.
Steve: Thanks for having me. I’m happy to be here.
Choosing the Right Trust
Steve, estate planning can seem overwhelming for many people. What are some key considerations when choosing a trust?
There are numerous types of trusts available, each tailored to specific needs and goals. Consequently, it’s crucial to understand your individual circumstances and objectives.
A common type I see with clients is the Revocable Living Trust. It allows individuals to manage their assets during their lifetime while avoiding probate upon death. This provides privacy and control over asset distribution. Nevertheless, it’s not a one-size-fits-all solution.
I often encounter clients who are concerned about protecting assets from potential creditors or lawsuits. In those cases, we might explore an Irrevocable Trust, which offers greater asset protection but comes with certain restrictions in terms of flexibility and control.
Ultimately, the best trust for you depends on your unique situation. I always recommend a thorough consultation to discuss your goals and concerns so we can determine the most suitable option.
Navigating Challenges: A Story of Resilience
Steve, have you ever encountered any particular challenges while setting up trusts for clients?
There was one instance where a client had intended to leave their entire estate to their children. However, they hadn’t accounted for the possibility that one child might require significant financial assistance due to unforeseen medical expenses.
We worked together to create a trust structure that addressed this concern while ensuring fairness among all beneficiaries. The solution involved allocating a portion of the estate to a Special Needs Trust specifically designed to cover the child’s medical needs without jeopardizing their eligibility for government benefits. It was a complex process, but seeing the relief and gratitude on the client’s face made it incredibly rewarding.
The Power of Planning: A Testament to Foresight
According to a study by the American Bar Association, approximately 55% of Americans do not have a will or trust in place. (Source: American Bar Association)
Steve, why is it so important for people to prioritize estate planning?
Estate planning isn’t just about what happens after you pass away; it’s about protecting your loved ones and ensuring your wishes are honored.
Without a proper plan in place, your assets could be subject to probate, which can be a lengthy and costly process. Moreover, your family may face uncertainty and potential disputes over asset distribution.
Looking Ahead: Securing Your Future
“San Diego Probate Law helped me navigate the complexities of setting up a trust for my aging parents. They were patient, understanding, and always available to answer my questions. I highly recommend their services.” – Sarah M., San Diego
“Steve Bliss is an exceptional attorney who truly cares about his clients. He made the estate planning process smooth and stress-free. I am grateful for his expertise and guidance.” – John D., La Jolla
Take Control of Your Legacy
Don’t wait for tomorrow to secure your future. Contact San Diego Probate Law today and let us help you create a personalized estate plan that safeguards your assets and provides peace of mind for you and your loved ones.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Trust Attorney. Minimize estate taxes with stress-free Probate. We craft wills, trusts, & customized plans to ensure your wishes are met and loved ones protected.
My skills are as follows:
● Probate Law: Efficiently navigate the court process.
● Probate Law: Minimize taxes & distribute assets smoothly.
● Trust Law: Protect your legacy & loved ones with wills & trusts.
● Bankruptcy Law: Knowledgeable guidance helping clients regain financial stability.
● Compassionate & client-focused. We explain things clearly.
● Free consultation.
Map To San Diego Probate Law:
Address:
San Diego Probate Law3914 Murphy Canyon Rd, San Diego, CA 92123
(858) 278-2800
Map Link: https://g.co/kgs/WzT6443
Feel free to ask Attorney Steve Bliss about: “Can I put a rental property into a trust?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About San Diego Probate Law
| San Diego Constructive Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Constructive Trust Attorney San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Constructive Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Constructive Trust Attorney |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Constructive Trust San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Constructive Trust Attorney in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |