Good evening, San Diego! I’m Trisha Lee reporting live for KUSI News. Tonight, we’re talking about something that many of us avoid thinking about: estate planning and probate. Joining me is local probate attorney Steve Bliss from San Diego Probate Law. Welcome, Steve!
Steve, can you tell our viewers a bit about yourself and your practice?
Thanks for having me, Trisha. I’ve been practicing probate law in San Diego County for over 15 years now, helping families navigate the complex legal process of settling estates after a loved one passes away. My focus is on making this often difficult time as smooth and straightforward as possible for my clients.
Let’s dive into the probate process itself. What are some key steps involved?
Probate can seem daunting, but it essentially boils down to validating a will (if there is one), identifying and inventorying assets, paying debts and taxes, and finally distributing remaining assets to beneficiaries. While each estate is unique, there are common stages we navigate.
Could you elaborate on one of those stages? Perhaps something our viewers might find particularly relevant?
Certainly! Let’s discuss “Handling Debts and Taxes.” This stage is crucial because it ensures that the deceased’s financial obligations are met before assets are distributed to heirs. Ordinarily, we start by meticulously reviewing all documentation to identify valid creditor claims.
Moreover, we work diligently to determine any outstanding tax liabilities, both at the state and federal levels. Paying these debts is paramount to legally distributing the remaining estate assets.
Notwithstanding this careful process, issues can arise. I once had a case where a seemingly straightforward estate became complicated due to an undisclosed debt. The deceased had taken out a significant loan just before passing, which wasn’t reflected in any of their records. This required extensive research and negotiation with the creditor to reach a fair resolution.
Another time, I dealt with a complex tax situation involving overseas investments. Thankfully, my team and I were able to navigate the intricacies of international tax law and secure a favorable outcome for the beneficiaries. These experiences highlight why it’s essential to have experienced legal counsel during probate – unforeseen challenges can arise.
Why is this stage so critical?
Well, according to a 2021 study by the National Association of Estate Planners & Councils, approximately 35% of estates face unexpected debt or tax issues during probate. This underscores the importance of having a skilled attorney on your side who can proactively identify and address potential problems.
What advice would you give our viewers about planning for their own estates?
Start early! Don’t wait until it’s too late. Create a will outlining your wishes, and consider establishing trusts to potentially avoid probate altogether. Most importantly, consult with an experienced probate attorney like myself at San Diego Probate Law. We can guide you through the process, ensuring your estate is handled according to your desires.
We want to encourage our viewers to take action! What’s the best way for them to get started?
Reach out to us at San Diego Probate Law for a free consultation. We’re here to answer your questions and provide personalized guidance on navigating this important process.
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“Steve Bliss and his team were invaluable during a difficult time. Their professionalism, compassion, and expertise made the probate process much smoother than I anticipated.” – Sarah M., San Diego
“I highly recommend San Diego Probate Law. They took the time to understand my unique situation and provided clear explanations throughout every step of the probate process.” – John K., La Jolla
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: “What happens if someone dies without a will in San Diego?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Probate Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Probate Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Probate Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Probate Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Probate Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Probate Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |