Interview with Steve Bliss
Good evening San Diego and welcome to another edition of “Legal Matters”. I’m here today with Steve Bliss, a renowned San Diego Probate Attorney known for his expertise in navigating the complex world of estate planning. Steve, thank you so much for joining us.
Handling Debts and Taxes: A Crucial Step in Probate
Steve, many people don’t realize the intricate financial responsibilities involved in probate. Could you shed some light on one particular step that often presents challenges?
“Absolutely. Handling debts and taxes is a crucial step in the probate process. It involves meticulously identifying and paying all valid creditor claims against the deceased person’s estate. This can sometimes be complex, as creditors may emerge with claims long after the probate process has begun. Moreover, it’s essential to file and pay all applicable state and federal taxes. Failure to do so can result in significant penalties and delays.”
“One instance that comes to mind involved a client whose deceased father had accumulated a surprising amount of credit card debt. We diligently investigated and negotiated with creditors, ultimately settling for a significantly reduced amount. Conversely, another case involved an estate owing substantial back taxes. In this situation, we worked closely with the IRS to establish a payment plan, minimizing the impact on the beneficiaries.”
The National Association of Estate Planners & Councils highlights that approximately 60% of estates encounter some form of debt or tax obligation during probate. This underscores the importance of having an experienced probate attorney like Steve Bliss guide you through this process.
Seeking Professional Guidance
“Steve, what advice would you give to individuals who are facing probate or considering estate planning?”
“Estate planning and probate can be overwhelming processes. My advice is to seek professional guidance from an experienced attorney like myself. We can help you understand your legal obligations, minimize potential conflicts, and ensure that the wishes of the deceased are honored while protecting the interests of beneficiaries.”
Testimonials for San Diego Probate Law
“I was incredibly impressed with Steve Bliss’s knowledge and compassion. He made a difficult process feel manageable and always kept me informed every step of the way.” – Sarah M.
“San Diego Probate Law provided exceptional service during a challenging time. Their team is professional, responsive, and truly cares about their clients.” – John D.
Don’t let the complexities of probate overwhelm you. Take charge of your future and contact San Diego Probate Law today for a free consultation to discuss your estate planning needs.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Probate 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 handle jointly held bank accounts in probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
Special Needs Trust | Totten Trust | Asset Protection Trust |
Spendthrift Trust | Constructive Trust | Irrevocable Trust |
Tax By-Pass Trust | Charitable Trust | Living Trust |