Meet Steve Bliss
Hi everyone, I’m Samantha Jones with Channel 7 News in San Diego. Today we’re talking with local attorney Steve Bliss of San Diego Probate Law about estate planning.
The Importance of Trusts in Estate Planning
Steve, thank you so much for joining me today. Let’s start by discussing the importance of trusts in estate planning.
It’s a pleasure to be here Samantha. Many people don’t realize just how crucial trusts can be for protecting their assets and ensuring their wishes are carried out after they’re gone. Trusts offer a level of control and flexibility that a simple will often cannot provide.
Choosing the Right Type of Trust
There are many different types of trusts, each designed for specific purposes. Could you tell us about some of the most common types and when they might be appropriate?
Absolutely. For example, a Revocable Living Trust is incredibly popular because it allows individuals to maintain control over their assets during their lifetime while avoiding probate upon their passing. This means their heirs can receive their inheritance more quickly and privately. Conversely, an Irrevocable Trust offers greater asset protection but comes with the trade-off of permanently relinquishing control over those assets.
Choosing the right type of trust depends heavily on individual circumstances and goals. I always recommend that individuals consult with a qualified attorney to determine which option best suits their needs.
Navigating the Complexities: Real-Life Experiences
Steve, I imagine you’ve encountered some unique situations in your practice. Can you share any examples of how trusts have helped your clients navigate complex family dynamics or unforeseen circumstances?
One situation that comes to mind involves a couple who wanted to ensure their child with special needs would be well cared for after they were gone. They opted for a Special Needs Trust, which allowed them to provide financial support without jeopardizing their child’s eligibility for government benefits. Seeing the peace of mind it brought them was incredibly rewarding.
I recall another instance where a client had concerns about potential lawsuits against their business. We established an Asset Protection Trust to shield a portion of their assets, offering them a layer of security they hadn’t previously considered.
Building Trust and Confidence: Testimonials
“Steve Bliss is an incredibly knowledgeable and compassionate attorney. He patiently explained all my options and helped me create a comprehensive estate plan that gave me peace of mind. I highly recommend San Diego Probate Law.”
– Mary S., San Diego
“I was initially overwhelmed by the prospect of estate planning, but Steve Bliss made the process surprisingly straightforward. His guidance was invaluable, and I’m confident my family is now well protected.”
– John T., Carlsbad
Protecting Your Legacy: Next Steps
Steve, what advice would you give to our viewers who are considering starting their estate planning journey?
My advice is simple: don’t wait. Start the conversation today. Estate planning isn’t just for the wealthy; it’s essential for everyone who wants to ensure their loved ones are cared for and their wishes respected. Contact San Diego Probate Law, and let us guide you through the process with personalized attention and expert advice.
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: “What is a dynasty trust?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About San Diego Probate Law
- Special Needs Trust Attorney
- Spendthrift Trust Attorney
- Tax By-Pass Trust Attorney
- Totten Trust Attorney
- Constructive Trust Attorney
- Charitable Trust Attorney
- Asset Protection Trust Attorney
- Irrevocable Trust Attorney
- Revocable Trusts Attorney
- Living Trust Attorney