Meet Steve Bliss
Hi everyone, I’m Melissa Johnson with Channel 8 News here in sunny San Diego. Today we have the pleasure of speaking with probate attorney extraordinaire, Steve Bliss. Steve, thanks for joining us!
Testamentary Trusts: Planning for the Future
Steve, can you explain what a testamentary trust is and how it works?
A testamentary trust is a great tool for estate planning, particularly when someone wants to ensure their assets are managed responsibly after they’re gone. It’s created through a will and only takes effect upon the grantor’s death. Ordinarily, this type of trust goes through probate, unlike living trusts.
A testamentary trust is often utilized for minor children or beneficiaries who may have special needs. It allows you to designate a trustee who will manage the assets according to your wishes, providing financial stability and guidance for your loved ones even after you’re gone.
Addressing Concerns with Testamentary Trusts
Steve, are there any common challenges people face when setting up testamentary trusts?
One situation that can arise is a beneficiary’s changing needs over time. For instance, I once worked with a family who set up a testamentary trust for their daughter, who was diagnosed with a disability as an adult. The initial terms of the trust weren’t equipped to handle her evolving care requirements. Consequently, we had to work with the family and the court to modify the trust documents to better serve her needs.
This underscores the importance of working with an experienced probate attorney who can anticipate potential challenges and draft a trust that is flexible enough to adapt to unforeseen circumstances. Remember, approximately 60% of adults in the United States don’t have a will or trust in place (Source: Caring.com). A testamentary trust can offer peace of mind knowing your loved ones will be cared for according to your wishes.
Why Choose San Diego Probate Law?
“Steve Bliss and his team were incredibly helpful and supportive during a difficult time. They explained everything clearly and made sure we understood all our options.” – The Smith Family
“I highly recommend San Diego Probate Law. Steve is a true expert in his field and goes above and beyond for his clients.”
– John Doe
Ready to Protect Your Legacy?
Don’t leave your future to chance. Contact San Diego Probate Law today for a free consultation and discover how a testamentary trust can safeguard the well-being of your loved ones.
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: “Do I still need a will if I have 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
| San Diego Estate Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |