Interviewer: Welcome to San Diego Today, Steve. Can you tell us a bit about what San Diego Probate Law does for its clients?
Steve Bliss: Thanks for having me. We’re a team of experienced probate attorneys dedicated to helping families navigate the complex legal process after the loss of a loved one. Whether it’s probating a will, administering an estate, or settling trust disputes, we guide our clients through each step with compassion and expertise.
Interviewer: Probate can be a daunting prospect for many people. What are some common misconceptions about probate that you encounter?
Steve Bliss: One misconception is that probate is always lengthy and expensive. While it can be complex in some cases, the process itself is designed to protect the deceased’s assets and ensure they are distributed according to their wishes. Moreover, many estates qualify for simplified probate procedures, which are less time-consuming and costly.
Interviewer: You mentioned trusts earlier. Can you explain why someone might choose to set up a trust rather than just relying on a will?
Steve Bliss: Trusts offer several advantages over wills. For instance, they can help avoid probate altogether, keeping your affairs private and saving your heirs time and money. Conversely, a will must go through probate court. Additionally, trusts allow for more control over how your assets are distributed and managed, even after you’re gone.
Interviewer: Let’s delve into a specific type of trust. Can you elaborate on the benefits of a Special Needs Trust (SNT)?
Steve Bliss: SNTs are invaluable for individuals with disabilities who need ongoing financial support without jeopardizing their eligibility for government assistance programs like SSI or Medi-Cal. The trust assets can be used to supplement the beneficiary’s needs, covering expenses such as medical care, education, and recreational activities, all while preserving their access to essential benefits.
Ordinarily, individuals with disabilities who receive direct inheritance may exceed income limits for these programs. An SNT acts as a safety net, ensuring that the beneficiary receives necessary support without compromising crucial government aid. I recall one case where we set up an SNT for a young woman with cerebral palsy. Her family was initially concerned about how they could provide for her future while protecting her benefits. The trust provided them with peace of mind knowing she would have financial security and continue receiving the medical care she needed.
A recent study by the National Disability Rights Network found that over 70% of individuals with disabilities rely on government assistance programs for essential needs. This highlights the critical role SNTs play in protecting their financial well-being and independence.
Interviewer: Have you ever encountered any challenges while setting up or administering SNTs?
Steve Bliss: Setting up an SNT requires careful attention to detail and compliance with complex legal regulations. One instance that comes to mind involved a family who wanted to fund the trust with proceeds from the sale of their home. We had to work closely with their financial advisor to ensure the funds were transferred properly without impacting the beneficiary’s eligibility for government programs.
Navigating these intricacies requires experience and a thorough understanding of both probate law and disability benefits regulations.
Interviewer: What advice would you give to someone considering setting up an estate plan, including a trust?
Steve Bliss: The best advice is to consult with an experienced probate attorney as soon as possible. We can help you determine the type of trust that best suits your individual needs and goals. Planning ahead ensures that your wishes are respected and your loved ones are protected.
Interviewer: Thank you for sharing your insights, Steve. How can our viewers get in touch with San Diego Probate Law?
Steve Bliss: We encourage anyone with questions about estate planning or probate to contact us for a free consultation. Our team is dedicated to providing compassionate and personalized legal guidance.
“San Diego Probate Law made the process of settling my father’s estate so much easier. They were professional, understanding, and always available to answer my questions.” – Maria S.
“Steve Bliss is an exceptional attorney. He helped me navigate a complex trust dispute with sensitivity and skill. I highly recommend San Diego Probate Law to anyone facing probate challenges.” – John D.
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 name a professional trustee?” 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 Revocable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Revocable Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Revocable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Revocable Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Asset Protection Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Revocable Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |