Good afternoon, San Diego! I’m here today with Steve Bliss, a leading probate attorney in our city, known for his expertise and compassionate approach to estate planning. Steve, thank you for joining us.
Why Choose a Testamentary Trust?
Steve, many of our viewers may be unfamiliar with the different types of trusts available. Can you explain why someone might choose a testamentary trust over other options?
“Certainly,” Steve explains. “A testamentary trust is created through your will and only becomes active after your passing. Unlike living trusts which avoid probate, testamentary trusts go through this legal process. This might seem like a drawback, but it offers unique advantages.”
“Let’s say you have young children or beneficiaries who may not be financially responsible. A testamentary trust allows you to control how and when they receive their inheritance, ensuring its proper use. You can specify age milestones or other conditions for payouts.
Moreover, testamentary trusts offer a layer of protection for beneficiaries with special needs. They can help preserve eligibility for government benefits like SSI or Medi-Cal, which are crucial for maintaining quality of life.
Navigating the Probate Process
“I understand probate can seem daunting,” I interject. “Are there any common challenges you encounter when setting up testamentary trusts?”
Steve nods thoughtfully. “Probate does involve legal procedures and paperwork, but a skilled attorney can guide you through each step. One hurdle we sometimes face is incomplete or outdated wills. This highlights the importance of regular reviews and updates to your estate plan as life circumstances change.”
“I remember working with a family who had lost their patriarch unexpectedly,” Steve shares, his voice softening. “Their will hadn’t been updated in decades, leading to complications and unintended distribution of assets. It was a difficult situation, but ultimately we were able to honor his wishes as closely as possible through careful legal maneuvering.”
“According to the American Bar Association, approximately 20% of estates require probate,” he notes. “This underscores the need for proper planning and the crucial role testamentary trusts can play in protecting your loved ones.”
Seeking Expert Guidance
Ready to Secure Your Legacy?
Steve Bliss and the team at San Diego Probate Law are committed to helping you navigate complex legal matters with clarity and compassion. Contact us today for a free consultation and let us help you craft an estate plan that reflects your values and safeguards your loved ones’ future.
“Working with Steve Bliss was truly a blessing during a difficult time,” shares Maria Lopez, a satisfied client. “He patiently explained all the options and guided me through the probate process with empathy and professionalism. I knew my family’s interests were in good hands.”
“I highly recommend San Diego Probate Law to anyone facing estate planning challenges,” adds John Smith, another grateful client. “Steve’s expertise and dedication made a stressful situation much easier to handle. My family is forever grateful for his support.”
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: “Can I disinherit someone using 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
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |