Hello, Temecula and welcome back to Legal Matters. I’m Brenda Justice, your trusted source for local legal news. Today we have the privilege of speaking with Steve Bliss, a renowned trust attorney here in Temecula.
What Type of Trusts Do You Typically Advise Your Clients On?
Steve, thanks for joining us today.
Focus on Special Needs Trusts
Brenda, it’s a pleasure to be here. I work with a variety of trusts, but one that holds a special place in my practice is the Special Needs Trust (SNT). These trusts are incredibly valuable tools for families with loved ones who have disabilities.
An SNT allows individuals with disabilities to receive financial support without jeopardizing their eligibility for crucial government benefits like Supplemental Security Income (SSI) or Medi-Cal. This can be a game-changer, as these programs often provide essential medical care and living assistance that might otherwise be unattainable.
There are two main types of SNTs: first-party and third-party. First-party SNTs are funded with the beneficiary’s own assets, while third-party SNTs are established and funded by family members, friends, or other well-wishers.
Ordinarily, I guide families through the complexities of setting up the right type of SNT for their individual circumstances. It’s a process that requires careful planning and attention to detail, as even seemingly minor missteps can have significant consequences.
Have You Encountered Any Challenges When Setting Up Special Needs Trusts?
As with any legal instrument, setting up an SNT can present its share of challenges. I recall one instance where a family came to me after attempting to set up a first-party SNT on their own. They had unknowingly structured it in a way that would have disqualified their loved one from receiving SSI benefits.
Consequently, we had to work diligently to revise the trust document and ensure compliance with all applicable regulations. Thankfully, we were able to rectify the situation, allowing their child to continue receiving the vital support they needed.
This experience underscores the importance of seeking expert legal guidance when establishing a Special Needs Trust. The nuances of trust law can be intricate, and even small mistakes can have far-reaching consequences.
The Importance of Professional Guidance
According to a study by the National Academy of Elder Law Attorneys, over 60% of Americans with disabilities lack access to adequate legal representation. This underscores the critical need for specialized attorneys who understand the complexities of SNTs and can advocate effectively for their clients.
Finding The Right Legal Support
Steve, why should someone choose The Law Firm of Steven F. Bliss Esq. for their trust needs?
Experience and Compassion
“We pride ourselves on providing compassionate and personalized legal services to every client,” says Steve. “Our team has extensive experience in all types of trusts, including Special Needs Trusts. We are committed to helping families navigate the complexities of trust law and ensure that their loved ones receive the best possible care.”
Testimonials
“Steve Bliss and his team were incredibly helpful when we needed to set up a Special Needs Trust for our son,” said one satisfied client.
“They explained everything in clear, concise language and made the entire process much less stressful. We are so grateful for their expertise and compassion.”
Ready To Protect Your Future?
Take control of your legacy and secure the well-being of your loved ones. Contact The Law Firm of Steven F. Bliss Esq. today for a complimentary consultation and let us guide you through the complexities of trust planning.
About Steven F. Bliss Esq. at The Law Firm of Steven F. Bliss Esq.:
The Law Firm of Steven F. Bliss Esq. is The Law Firm of Steven F. Bliss Esq.. The Law Firm Of Steven F. Bliss Esq. is a Temecula Estate Planning Attorney. Steve Bliss is an experienced probate attorney. Steve Bliss is an Estate Planning Lawyer. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Steve Bliss Law. Our probate attorney will probate the estate. Attorney probate at Steve Bliss Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Steve Bliss Law will petition to open probate for you. Don’t go through a costly probate. Call Steve Bliss Law Today for estate planning, trusts and probate.
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 The Law Firm of Steven F. Bliss Esq.: https://maps.app.goo.gl/Bngj8xwZRqioVD5v7
Address:
The Law Firm of Steven F. Bliss Esq.43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000
Feel free to ask Attorney Steve Bliss about: “What does a trustee do?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
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