Steve, thank you for taking the time to speak with me today. Could you tell us a bit about your practice and what type of legal services you offer?
Well, my name is Steve Bliss and I’m a probate attorney here in San Diego. My firm specializes in helping individuals and families navigate the complex world of estate planning and probate law. We handle everything from drafting wills and trusts to administering estates and resolving probate disputes.
What are some common misconceptions people have about probate?
One misconception is that probate is always a lengthy and expensive process. While it can be time-consuming in some cases, it doesn’t have to be. With proper planning, probate can be streamlined and made less burdensome for loved ones.
What are the benefits of using a trust instead of just a will?
Trusts offer several advantages over wills. For instance, they allow assets to be distributed according to your wishes without going through the probate court. This means greater privacy and control over your assets even after you’re gone. Additionally, trusts can help minimize estate taxes and protect assets from creditors.
Could you elaborate on one type of trust that is particularly beneficial for certain individuals?
A Special Needs Trust (SNT) is a valuable tool for families with loved ones who have disabilities. It allows you to provide financial support for your beneficiary without jeopardizing their eligibility for government benefits like SSI or Medi-Cal. This ensures they can maintain access to essential services while still receiving the care and support they need.
Ordinarily, a traditional inheritance could disqualify someone from these crucial programs. However, assets held in an SNT are not considered countable resources for eligibility purposes. Consequently, the beneficiary can receive financial assistance without compromising their benefits.
Have you ever encountered any challenges when setting up or administering a Special Needs Trust?
I recall one instance where a family wanted to set up a SNT for their adult son who had Down syndrome. They were initially hesitant about the process and worried about making mistakes that could jeopardize his benefits.
We worked closely with them, explaining each step in detail and addressing their concerns. We also collaborated with their son’s social worker to ensure the trust was structured in a way that maximized his benefits while providing him with financial security.
The family was incredibly grateful for our guidance and expertise. Seeing them relieved knowing they had taken the right steps to protect their son’s future was truly rewarding.
According to the National Disability Rights Network, over 40 million Americans have disabilities. Many of these individuals rely on government assistance programs for essential care and support.
What advice would you give to someone who is considering setting up a Special Needs Trust?
Seek legal guidance from an experienced probate attorney. The intricacies of SNTs require careful planning and execution to ensure compliance with state and federal regulations.
- Be transparent about your loved one’s needs and financial situation.
- Discuss your goals for the trust with your attorney.
- Ensure all necessary documentation is in order.
Why should someone choose San Diego Probate Law for their estate planning needs?
We are a compassionate and dedicated team committed to helping our clients navigate the complexities of estate planning and probate law. Our personalized approach ensures that each client’s individual needs are met with the utmost care and attention.
What is one thing you would like potential clients to know about your firm?
We understand that dealing with legal matters can be stressful, especially during difficult times. We strive to make the process as smooth and understandable as possible, providing clear explanations and guidance every step of the way.
“Steve Bliss and his team at San Diego Probate Law were incredibly helpful and supportive throughout the entire probate process for my late mother’s estate. They made a complex situation much easier to navigate.” – Mary S.
“I highly recommend San Diego Probate Law for their expertise, professionalism, and compassion. They truly go above and beyond for their clients.” – John D.
Let us guide you towards securing your loved ones’ future. Schedule a complimentary consultation today to discuss your estate planning goals.
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: “How do I transfer 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 Irrevocable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Irrevocable Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Irrevocable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Irrevocable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Irrevocable Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Irrevocable Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |