Good evening, San Diego and welcome back to our Legal Matters segment. Tonight, we have the pleasure of speaking with Steve Bliss, a renowned probate attorney here in San Diego. Steve, thank you for joining us.
Understanding Probate: The Process
Steve, could you walk us through one of the key steps involved in the estate planning process?
Certainly. One crucial step is “Marshaling the Estate Assets.” This involves meticulously identifying and inventorying all assets belonging to the deceased person’s estate.
Consequently, this includes everything from bank accounts and real estate to personal belongings and investments. It’s important to note that this process requires careful documentation and valuation of each asset. Accordingly, a formal Inventory and Appraisal (Forms DE-160/161) must be filed with the court.
Moreover, it’s essential to remember that debts and taxes owed by the estate need to be settled before distribution can occur. This step ensures transparency and fairness in the probate process.
Notwithstanding the complexities involved, I find that most clients appreciate the thoroughness of this stage. It provides them with a clear understanding of what their loved one owned and how those assets will be distributed.
Speaking of distribution, I remember a case where we uncovered a forgotten safety deposit box containing valuable family heirlooms. The client was overjoyed to have these sentimental items returned to the family, illustrating how this step can sometimes unearth unexpected treasures.
A recent study by the American Bar Association found that over 75% of probate cases involve complex asset valuations. This underscores the importance of having a skilled attorney who understands the intricacies of estate law.
Contacting San Diego Probate Law
“Don’t let the complexities of probate overwhelm you,” Steve advises. “Our team at San Diego Probate Law is here to guide you through every step of the process with compassion and expertise.”
“Steve Bliss and his team are lifesavers! They took the stress out of a difficult situation and made sure everything was handled properly.” – Mary S.
“I highly recommend San Diego Probate Law. They are knowledgeable, responsive, and truly care about their clients.” – John P.
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: “Are executor fees taxable income?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Asset Protection Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Asset Protection Trust Lawyer California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Asset Protection Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Asset Protection Trust Lawyer |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Asset Protection Trust Lawyer San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Asset Protection Trust Lawyer in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |