Meet Steve Bliss, a Leading San Diego Probate Attorney
Hi everyone, I’m Tiffany Jones reporting live from sunny San Diego. Today, we have the pleasure of speaking with Steve Bliss, a renowned probate attorney specializing in estate planning and trust administration here in San Diego County.
Steve, thank you so much for joining us today.
Understanding Testamentary Trusts
Steve, could you explain what a testamentary trust is and how it differs from other types of trusts?
A testamentary trust is a powerful tool that allows individuals to provide for loved ones even after they are gone. It’s created through a will and only comes into effect upon the grantor’s death, unlike living trusts which can be established during one’s lifetime.
Consequently, testamentary trusts go through probate court. This ensures that the assets are distributed according to the grantor’s wishes and provides oversight from the court system.
Testamentary trusts are particularly useful for situations where beneficiaries may need ongoing financial support or management, such as minor children or individuals with special needs.
Moreover, they can help protect inheritances from being squandered by providing structured distribution guidelines.
Ordinarily, the trust appoints a trustee who is responsible for managing the assets and making distributions to beneficiaries according to the terms outlined in the will.
Challenges with Testamentary Trusts
Steve, have you encountered any challenges or unique situations when setting up testamentary trusts?
One situation that comes to mind involved a client who wanted to ensure their young grandchildren would receive financial support for college. We carefully crafted a testamentary trust that outlined specific educational milestones and disbursement amounts.
It was heartwarming to see the peace of mind this brought the grandparents, knowing their legacy would continue to support their grandchildren’s futures.
However, testamentary trusts can sometimes face delays due to the probate process. It’s important for clients to understand this timeline and work closely with an experienced attorney who can navigate any complexities.
According to a recent study by the American Bar Association, over 70% of Americans do not have a will or trust in place. This underscores the importance of seeking legal counsel to ensure your wishes are honored and your loved ones are protected.
It’s never too early to start planning for the future.
San Diego Probate Law: Your Trusted Partner
Steve, how can people connect with San Diego Probate Law?
“Contact us today for a personalized consultation and let our team guide you through the complexities of estate planning.”
“We are deeply committed to providing compassionate and effective legal representation during what can be a difficult time. Our clients’ peace of mind is our top priority.”
– Sarah J., Client
“San Diego Probate Law made the entire process seamless and understandable. Steve Bliss was incredibly patient, answering all my questions thoroughly.”
– Michael K., Client
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 include life insurance in 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 Trust Lawyers |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Lawyers San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Lawyers |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Trust Lawyers |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Trust Lawyers San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Trust Lawyers in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |