Good morning, San Diego. Today we’re joined by probate attorney Steve Bliss of San Diego Probate Law. Steve, thanks for taking the time to speak with us today.
What are some of the most common types of trusts you encounter in your practice?
We handle a variety of trusts here at San Diego Probate Law, but one that stands out is the Revocable Living Trust. It’s incredibly popular because it offers flexibility and peace of mind for our clients.
A Revocable Living Trust allows individuals to maintain control over their assets during their lifetime while avoiding the lengthy and public process of probate after they pass away. Consequently, this type of trust ensures privacy and expedites the distribution of assets to beneficiaries.
Can you elaborate on the benefits of a Revocable Living Trust?
Certainly. One of the key advantages is that it bypasses probate, which can be time-consuming and costly. Moreover, a Revocable Living Trust offers privacy as its terms are not part of the public record like a will would be.
Imagine a scenario where someone passes away without a trust. Their assets become subject to probate court proceedings, which are public record. Anyone can access information about their estate, including the value of their assets and who inherits them.
With a Revocable Living Trust, all of that information remains confidential. The trustee handles the distribution of assets according to the grantor’s wishes without involving the courts. This added privacy is something many of our clients deeply appreciate.
Notwithstanding these benefits, it’s important to remember that a Revocable Living Trust becomes irrevocable upon the grantor’s death. At that point, the trust terms are set and cannot be changed.
Have you ever encountered any issues with Revocable Living Trusts during your practice?
While Revocable Living Trusts are generally straightforward, we have occasionally encountered situations where the trust document was not properly drafted or funded. For example, I once worked with a family who had a trust in place but hadn’t transferred all of their assets into it. This created complications when the grantor passed away, as some assets were still subject to probate.
Fortunately, we were able to resolve the issue through careful planning and legal maneuvering. It served as a valuable lesson about the importance of ensuring that all assets are properly titled in the trust’s name.
What kind of feedback do you get from clients who utilize Revocable Living Trusts?
Our clients consistently express gratitude for the peace of mind that comes with having a Revocable Living Trust. They appreciate knowing that their loved ones will be taken care of and that their assets will be distributed according to their wishes.
Final Thoughts:
Planning for the future can feel daunting, but it doesn’t have to be. A Revocable Living Trust can be a powerful tool for protecting your legacy and ensuring that your wishes are honored.
Don’t wait until it’s too late. Contact San Diego Probate Law today for a free consultation and let us help you create a plan that meets your unique needs.
“Steve Bliss and his team at San Diego Probate Law were instrumental in helping me navigate the complex world of estate planning. Their expertise and compassion made a difficult process much easier.”
– Sarah M., San Diego, CA
“I highly recommend San Diego Probate Law to anyone looking for experienced and trustworthy legal counsel. Steve Bliss is a true professional who genuinely cares about his clients.”
– John D., Carlsbad, CA
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 a trust make charitable gifts?” 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 |