Interviewing Steve Bliss of San Diego Probate Law
Hello and welcome back to our segment on legal matters. Today, we have the pleasure of speaking with renowned San Diego Probate Attorney, Steve Bliss. Steve, thanks for joining us.
Steve: My pleasure. It’s great to be here.
Choosing a Trustee: A Crucial Decision
Steve, one of the key steps in estate planning often leaves people feeling overwhelmed. Can you shed some light on the process of selecting a trustee?
Steve: Absolutely. Choosing a trustee is indeed a significant decision. This individual or entity will be responsible for managing your assets according to the terms outlined in your trust after your passing. Consequently, it’s essential to select someone trustworthy, financially savvy, and capable of carrying out your wishes.
Ordinarily, people choose a family member, close friend, or professional trustee like a bank or trust company. When making this decision, consider factors such as the person’s integrity, financial expertise, ability to handle complex matters, and willingness to serve. Remember, it’s a major responsibility.
Moreover, clear communication with your potential trustee is crucial. Discuss their understanding of your wishes and ensure they are comfortable taking on this role. It’s also wise to name a successor trustee in case the primary trustee is unable or unwilling to serve.
I once worked with a client who named his brother as trustee, assuming it would be straightforward. However, the brother lacked experience managing finances and felt overwhelmed by the task. Ultimately, we had to appoint a professional trustee instead, which added unnecessary complications and expense.
Trustworthy Guidance
“Steve Bliss provided invaluable guidance during a difficult time. His professionalism and expertise made the probate process much smoother.” – Maria S.
“San Diego Probate Law helped me create an estate plan that gave me peace of mind knowing my loved ones would be cared for.” – John D.
Steve: It’s important to remember that you can always revise your choice of trustee if circumstances change. Regularly reviewing your estate plan and updating it as needed ensures everything aligns with your current wishes.
Need a trusted hand to guide you through the complexities of estate planning? Contact San Diego Probate Law for compassionate and experienced legal counsel tailored to your individual needs.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Estate Planning 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: “What is the annual gift tax exclusion?” Or any other related questions that you may have estate planning or my estate planning 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 |