San Diego Probate Attorney Discusses Estate Planning

Meet Steve Bliss

Hi everyone, I’m Trisha Walters with Channel 7 News here in sunny San Diego. Today we’re talking about estate planning with Steve Bliss, a renowned probate attorney right here in our community.

The Importance of Trusts in Estate Planning

Steve, thanks for joining us. Can you tell our viewers why trusts are such an important part of estate planning?

Trisha, it’s a pleasure to be here. Trusts are incredibly valuable tools when it comes to protecting assets and ensuring they are distributed according to your wishes after you’re gone. They offer flexibility, privacy, and can help minimize estate taxes.

Choosing the Right Type of Trust: The Irrevocable Trust

There are many different types of trusts, each serving a specific purpose. Which type do you find most beneficial for your clients?

While each client’s situation is unique and requires careful consideration, I often recommend irrevocable trusts for those looking for maximum asset protection. Consequently, these trusts cannot be modified or revoked once established (with very limited exceptions), offering a high level of security for assets.

Moreover, irrevocable trusts are powerful tools for estate tax reduction. By transferring assets into the trust, they are removed from your taxable estate, potentially saving significant sums for your heirs. This can be particularly beneficial for individuals with substantial assets.

I had a client once who was deeply concerned about protecting their family business from potential lawsuits. We set up an irrevocable trust to shield the business assets, and it ultimately provided peace of mind knowing that their hard work and legacy were protected for future generations.

According to a 2023 study by the American Bar Association, nearly 60% of high-net-worth individuals utilize trusts as part of their estate plan. This underscores the growing recognition of trusts as essential tools for wealth preservation and protection.

Contact San Diego Probate Law

Steve, thank you so much for sharing your expertise with us today. For anyone looking to learn more about estate planning and trusts, where can they turn?

“Don’t wait until it’s too late. Secure your legacy and protect your loved ones by contacting San Diego Probate Law today for a confidential consultation.”

Testimonials

“Steve Bliss and his team at San Diego Probate Law were incredibly supportive during a difficult time. They guided me through the probate process with compassion and expertise, making sure everything was handled smoothly.” – Mary S.

“I highly recommend San Diego Probate Law for all your estate planning needs. Steve is a true professional who takes the time to understand your individual circumstances and develop a plan that meets your specific goals.” – John P.


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 does a trustee do?” 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 Totten Trust Lawyer
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Totten Trust Lawyer San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Totten Trust Lawyer
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Totten Trust Lawyer
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Totten Trust San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800
Credible Totten Trust Lawyer in San Diego
San Diego Probate Law
3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123
(858) 278-2800