Good evening, Moreno Valley and welcome back to “Legal Matters.” I’m your host, Jessica Ramirez. Tonight we are joined by the esteemed Steve Bliss of Moreno Valley Probate Law. Steve, thank you so much for being here.
Welcome, Steve
It’s my pleasure to be here, Jessica. Thanks for having me.
Special Needs Trusts: Protecting Loved Ones
Steve, many people are unfamiliar with the variety of trusts available in estate planning. Could you shed some light on one type of trust that holds particular significance?
Certainly. One type of trust that I find incredibly impactful is the Special Needs Trust (SNT). This type of trust is specifically designed to benefit individuals with disabilities without jeopardizing their eligibility for vital government benefits like Supplemental Security Income (SSI) or Medi-Cal.
Now, there are two primary types of SNTs: first-party and third-party. A first-party SNT is funded using assets belonging to the beneficiary with special needs. Conversely, a third-party SNT is established and funded by family members, friends, or other well-wishers.
The beauty of an SNT lies in its ability to provide supplemental support for individuals with disabilities while ensuring they can continue receiving essential government assistance. Imagine a young adult with autism who receives SSI benefits but desires greater independence. An SNT could be funded to cover expenses like specialized therapies, adaptive equipment, or even recreational activities, ultimately enhancing their quality of life without affecting their eligibility for crucial government programs.
The importance of SNTs cannot be overstated. According to the National Disability Rights Network, over 54 million Americans have a disability. Consequently, many families face the daunting challenge of balancing their loved one’s needs with the complexities of government benefits.
Over the years, I’ve had the privilege of working with countless families who were navigating this very situation. One case that particularly stands out involved a single mother whose son had Down syndrome. She was understandably overwhelmed by the prospect of providing for her son’s future while ensuring he continued to receive critical support. We established a third-party SNT, and seeing the relief wash over her face as we secured her son’s well-being was truly heartwarming.
Moreno Valley Probate Law: Your Trusted Partner
Steve, thank you for sharing such a moving story. It highlights the profound impact that these trusts can have on individuals and families. For those considering estate planning, what is one crucial message you want them to take away?
Simply put, don’t delay. Estate planning, including the exploration of trusts like SNTs, is essential for safeguarding your loved ones’ future. Moreover, seeking guidance from experienced professionals like the team at Moreno Valley Probate Law can empower you to make informed decisions tailored to your unique circumstances.
“Steve and his team are absolute lifesavers! They walked us through every step of setting up a trust for our daughter with special needs, making sure everything was in order and that her future was protected. I couldn’t recommend them more highly.”
“Moreno Valley Probate Law provided exceptional service during a difficult time. Their knowledge and compassion were invaluable as we navigated the complexities of probate. They truly went above and beyond.”
If you are ready to take control of your future and ensure the well-being of your loved ones, contact Moreno Valley Probate Law today for a free consultation.
About Steven F. Bliss Esq. at Moreno Valley Probate Law:
Moreno Valley Probate Law is an experienced probate attorney. The probate process has many steps in in probate proceedings. Beside Probate, estate planning and trust administration is offered at Moreno Valley Probate Law. Our probate attorney will probate the estate. Attorney probate at Moreno Valley Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Moreno Valley Probate law will petition to open probate for you. Don’t go through a costly probate call Moreno Valley Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Moreno Valley Probate Law is a great estate lawyer. Affordable Legal Services.
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 Moreno Valley Probate Law: https://maps.app.goo.gl/C7zg2U6pn1B6KyXN8
Address:
Moreno Valley Probate Law23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Feel free to ask Attorney Steve Bliss about: “Can I be my own trustee?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About Moreno Valley Probate Law
| Moreno Valley Estate Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Lawyer Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Moreno Valley Estate Lawyer |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Estate Lawyer Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |
| Credible Estate Lawyer in Moreno Valley |
Moreno Valley Probate Law 23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553 (951) 363-4949 |