Getting to Know Steve Bliss
Good morning, San Diego! I’m Trisha Jones here, reporting live for Channel 7 News. Today, we’re speaking with renowned San Diego probate attorney Steve Bliss about the complexities of estate planning and probate. Steve, thank you for joining us.
Navigating the Probate Process
Steve, can you walk us through one of the key steps in the probate process?
Certainly, Trisha. One crucial step is “Handling Debts and Taxes.” Ordinarily, this phase occurs after the court appoints an executor or administrator.
The individual responsible must meticulously identify all valid creditor claims. This often involves reviewing financial records, communicating with creditors, and potentially negotiating settlements. Moreover, they are obligated to file and pay any federal and state taxes owed by the estate.
Consequently, this step requires a thorough understanding of tax laws and financial regulations. Neglecting to address debts and taxes accurately can lead to significant legal and financial repercussions for the estate.
I recall one case where we helped a family navigate a complex tax situation involving multiple properties and business interests. The deceased hadn’t kept meticulous records, making it challenging to determine the exact value of the estate. We worked diligently with accountants and tax professionals to reconstruct the financial history, ultimately ensuring that all taxes were paid correctly and the beneficiaries received their rightful inheritance.
According to a 2021 study by the National Academy of Elder Law Attorneys, over 60% of estates face some form of tax liability during probate. This highlights the importance of seeking expert guidance to minimize potential risks and ensure compliance with all applicable laws.
Seeking Expert Guidance
Steve, what advice would you give to individuals who are considering probate?
My best advice is to consult with an experienced probate attorney early in the process. Probate can be complex and emotionally challenging, especially during a time of grief. Having a knowledgeable advocate by your side can make a world of difference.
Client Testimonials
“Steve Bliss and his team were incredibly compassionate and understanding during a difficult time. They explained everything clearly and made sure we felt supported throughout the entire probate process.” – Sarah M.
“I was hesitant to go through probate, but Steve Bliss put my mind at ease. He handled everything efficiently and professionally, allowing me to focus on healing and moving forward.” – John D.
For a smooth and stress-free probate experience, trust the expertise of San Diego Probate Law. We’re here to guide you every step of the way.
About Steven F. Bliss Esq. at San Diego Probate Law:
Secure Your Family’s Future with San Diego’s Trusted Probate 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 I waive my right to act as executor or administrator?” Or any other related questions that you may have about Probate or my probate law practice.
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