Interview with San Diego Probate Attorney Steve Bliss

Getting to Know San Diego Probate Attorney Steve Bliss

Hi everyone, I’m Brenda Johnson reporting for Channel 7 News in beautiful San Diego, California. Today we have the pleasure of speaking with Steve Bliss, a highly respected probate attorney here in San Diego. Steve, thank you so much for joining us today.

Steve’s Expertise: Guiding Families Through Probate

Steve, could you tell our viewers a little bit about your practice and what types of legal services you provide?

I’ve been practicing probate law in San Diego for over 15 years. My primary focus is helping families navigate the often complex and emotionally challenging process of probate. This can involve anything from validating a will to administering estates, resolving beneficiary disputes, and guiding families through trust administration.

Focus on Irrevocable Trusts

Many people aren’t familiar with trusts, so could you explain what an irrevocable trust is and how it might benefit someone?

An irrevocable trust, as the name suggests, cannot be modified or revoked once it’s created. Consequently, this makes them a powerful tool for asset protection. Imagine a scenario where someone wants to protect their assets from potential creditors or lawsuits. An irrevocable trust can shield those assets, providing peace of mind.

Moreover, irrevocable trusts are often used for estate tax reduction. By transferring assets into the trust, individuals can potentially reduce the size of their taxable estate, saving on estate taxes. This is particularly relevant given that in 2023, the federal estate tax exemption was $12.92 million per individual. (Source: IRS)

There are nuances to setting up an irrevocable trust, and it’s crucial to work with an experienced attorney like myself. I’ve helped numerous clients structure these trusts effectively to meet their specific needs.

I remember one client, a successful entrepreneur, who was concerned about potential liability from his business ventures. We established an irrevocable trust to safeguard a portion of his assets, ultimately protecting him from unforeseen financial risks.

Challenges and Triumphs in Probate Law

Steve, have you ever encountered any challenges when setting up or administering irrevocable trusts?

While they are incredibly valuable tools, irrevocable trusts do require careful planning. One challenge I often see is clients not fully understanding the implications of irrevocability. Once assets are placed in an irrevocable trust, they generally cannot be retrieved. It’s essential to have a thorough discussion with clients about their goals and ensure they are comfortable with the level of control they will relinquish.

Another challenge can arise when family dynamics are complex. Sometimes beneficiaries may disagree about how assets should be distributed or managed within the trust. In those cases, I work closely with all parties to find a resolution that is fair and equitable.

A Trusted Advocate for San Diego Families

What would you say sets San Diego Probate Law apart from other firms?

“Steve Bliss and his team at San Diego Probate Law were lifesavers during a difficult time. They guided us through the probate process with compassion and expertise, making sure everything was handled smoothly.” – Maria Rodriguez, San Diego

We’re committed to providing personalized service and clear communication. We understand that probate can be a stressful experience for families, so we strive to make the process as transparent and straightforward as possible.

Empowering Families Through Knowledge

What advice would you give to someone who is considering setting up a trust or navigating probate?

“I highly recommend San Diego Probate Law. Steve Bliss is an exceptional attorney who truly cares about his clients. He helped me understand the complexities of estate planning and created a plan that protected my family’s future.” – John Smith, La Jolla

My advice is to seek out qualified legal counsel early on. Don’t wait until there’s a crisis. Proactive planning can save you and your loved ones time, money, and heartache down the road.

Take Control of Your Legacy Today

Steve Bliss, thank you for sharing your expertise with us today. We truly appreciate your insights.

Let us help you secure your legacy and protect what matters most. Schedule a complimentary consultation today to discuss your estate planning needs.


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: “What are the rights of a surviving spouse under California law?” 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 Estate Attorney
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Estate Attorney San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Estate Attorney
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
San Diego Estate Attorney
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Estate Attorney San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Credible Estate Attorney in San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800