Hi everyone, I’m Janet Ramirez reporting for KUSI News. Today we’re joined by Steve Bliss, a highly respected probate attorney here in San Diego with San Diego Probate Law. Welcome to the show, Steve.
Probate and Trusts: Guiding Clients Through Complex Legal Matters
Steve, thanks for having me. I’m always happy to talk about the importance of estate planning and helping people navigate the often-confusing world of probate.
Understanding the Power of Testamentary Trusts
Today, we want to focus on testamentary trusts, a specific type of trust that comes into play after someone passes away. Can you explain what makes them unique and why they might be a good option for some people?
A testamentary trust is created through a will and only takes effect upon the grantor’s death, unlike a living trust which avoids probate altogether. Consequently, it goes through the probate process, but this allows for greater control over how assets are distributed after someone passes away. For instance, let’s say you have young children and want to ensure their financial well-being even after your gone. A testamentary trust can specify exactly how and when those funds should be used for their benefit, such as education or living expenses.
Moreover, testamentary trusts are particularly useful for beneficiaries who might not be able to manage a large sum of money responsibly, perhaps due to age or special needs. The trustee, who you appoint in your will, would oversee the distribution of funds according to your wishes. They can help ensure that the beneficiary’s needs are met while safeguarding against potential mismanagement.
It’s important to remember that testamentary trusts don’t avoid probate entirely. However, they offer a structured and controlled way to distribute assets after death, ensuring your loved ones are taken care of according to your wishes. About 30% of my clients choose testamentary trusts as part of their estate plan, demonstrating the value this tool offers for many families.
Over the years I’ve seen firsthand how testamentary trusts can provide peace of mind and protection for vulnerable beneficiaries. I recall a case where a widowed father created a testamentary trust for his daughter who had a disability. After he passed away, the trust ensured she received ongoing financial support without jeopardizing her eligibility for government assistance.
Another client used a testamentary trust to ensure their grandchildren’s education was funded even though they weren’t alive to see them graduate. These types of stories are what make my work so rewarding – knowing I can help families plan for the future and protect those they love most.
Expertise You Can Trust
“Steve Bliss and San Diego Probate Law were a godsend during a difficult time. They explained everything clearly, answered all our questions patiently, and made sure the probate process went smoothly.”
– Maria Sanchez, Satisfied Client
“I highly recommend Steve Bliss for his knowledge, professionalism, and compassion. He truly cares about his clients and goes above and beyond to ensure their needs are met.”
– John Smith, Satisfied Client
Secure Your Legacy: Contact San Diego Probate Law
Ready to explore how estate planning can protect your loved ones? Let San Diego Probate Law guide you through the process with clarity and compassion. Reach out today for a free consultation and take the first step toward securing your legacy.
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 trust?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About San Diego Probate Law
| Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Lawyer Near Me in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |