San Diego Probate Attorney Steve Bliss Discusses Estate Planning

Hello, and welcome back. I’m Brenda Jones reporting for San Diego News 7. Today we’re joined by Steve Bliss, a renowned probate attorney here in San Diego with decades of experience guiding families through the often-complex world of estate planning.

Steve, thank you so much for joining us today.

It’s my pleasure to be here Brenda, and thanks for having me.

Could you briefly explain what a revocable living trust is and why it’s such a popular choice in estate planning?

A revocable living trust is essentially a legal entity that holds your assets – think homes, bank accounts, investments – during your lifetime. You maintain complete control as the grantor, meaning you can modify or dissolve the trust at any time. The beauty of this tool lies in its ability to avoid probate, which can be a lengthy and public process. Moreover, it offers privacy because the terms of the trust are not part of the public record.

Consequently, assets pass directly to your beneficiaries according to your wishes outlined in the trust document, saving time and expense for your loved ones after you’re gone. Ordinarily, a revocable living trust becomes irrevocable upon the grantor’s death, ensuring the smooth transfer of assets to the intended heirs.

That sounds incredibly beneficial. Have you encountered any challenges or unforeseen situations while setting up revocable living trusts for your clients?

Certainly. One situation that sticks out involves a couple who came to me with a complex family structure. They had children from previous marriages and wanted to ensure fair distribution of their assets. We worked together to create a trust that addressed each individual’s needs while honoring their wishes for a harmonious division of their estate.

It was rewarding to see them leave feeling confident that their legacy would be protected and their loved ones cared for according to their vision. According to the American Bar Association, approximately 50% of Americans die without a will or trust in place, leaving behind potential complications for their families.

What advice would you give to someone considering setting up an estate plan?

  • Don’t delay.
  • Meet with an experienced probate attorney like myself at San Diego Probate Law
  • We can discuss your specific needs and goals, ensuring your wishes are carried out effectively.

Thank you so much for sharing your expertise with us today, Steve.

My pleasure Brenda. Remember folks, planning for the future safeguards your family’s well-being.

“San Diego Probate Law provided clear and compassionate guidance during a difficult time. Their expertise made a complex process manageable.” – J. Smith

“I highly recommend Steve Bliss and his team. They are true professionals who go above and beyond to ensure their clients’ needs are met.” – M. Jones


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 Law

3914 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 my children be trustees?” 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 Lawyer
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Trust Lawyer San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Trust Lawyer
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
San Diego Trust Lawyer
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Trust Lawyer San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Credible Trust Lawyer in San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800