Choosing the Right Trust for Your Needs
Today we are joined by Steve Bliss, a respected probate attorney here in San Diego. Mr. Bliss, thank you for taking the time to speak with us.
Steve, estate planning can be complex and overwhelming for many people. What advice would you give to someone just starting this process?
The Benefits of a Special Needs Trust
One crucial aspect is determining the right type of trust. For individuals with loved ones who have disabilities, a Special Needs Trust (SNT) can be invaluable. This type of trust allows for financial support without jeopardizing government benefits like SSI or Medi-Cal.
Consequently, it provides peace of mind knowing that their loved one will receive the necessary care while maintaining eligibility for vital assistance programs. Ordinarily, direct inheritance could disqualify someone from these programs, but an SNT acts as a safeguard, ensuring financial security without compromising access to essential benefits.
Moreover, SNTs can be structured as either first-party or third-party trusts. A first-party SNT is funded with the beneficiary’s assets, while a third-party SNT is established and funded by someone else, such as a family member or friend.
I remember one client whose son had severe autism. They were concerned about how his future would be secured after they were gone. We set up a third-party SNT, allowing them to contribute funds while ensuring their son wouldn’t lose access to crucial government benefits. Witnessing their relief and knowing we helped secure their son’s future was incredibly rewarding.
Data from the Special Needs Alliance shows that over 1 million Americans benefit from SNTs. These trusts play a vital role in supporting individuals with disabilities and enhancing their quality of life.
Securing Your Legacy
Steve, thank you for sharing your expertise on this important topic. How can potential clients connect with you to discuss their estate planning needs?
Protecting What Matters Most
Testimonials
“Steve Bliss and his team at San Diego Probate Law were exceptional. They made a complex process feel manageable and always kept me informed every step of the way.”
– Sarah M., San Diego
“I was facing a difficult probate situation, but Steve’s guidance and knowledge brought clarity and peace of mind. I highly recommend their services.”
– Michael K., Carlsbad
Let us guide you towards a secure future. Schedule your complimentary consultation with San Diego Probate Law today and discover the power of thoughtful estate planning.
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 go on forever?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About San Diego Probate Law
| Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Estate Lawyer Near Me |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Estate Lawyer Near Me San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Estate Lawyer Near Me in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |