Meet the Expert
Good evening San Diego and welcome back to Legal Lines! I’m Maria Sanchez and tonight we have a special guest joining us – Steve Bliss, a respected Probate Attorney here in San Diego. Welcome to the show, Steve.
Probate Process Explained
Steve, for our viewers who might not be familiar with probate, can you give us a brief overview of what it is and why it’s important?
Thanks for having me, Maria. Probate is essentially the legal process of administering a deceased person’s estate. It involves identifying and inventorying assets, paying debts and taxes, and ultimately distributing the remaining property to heirs or beneficiaries according to the will or state law.
The Importance of Identifying Assets
Steve, we’ve heard that accurately identifying and classifying estate assets is a crucial step in the probate process. Can you elaborate on that?
You’re absolutely right, Maria. Accurately identifying and classifying assets is foundational to the entire probate process. Consequently, it determines whether probate is even necessary in the first place. In California, if the gross value of the estate exceeds $184,500, probate is usually required.
Furthermore, we need to distinguish between probate and non-probate assets. Non-probate assets, such as those held in trusts or jointly owned property, pass directly to beneficiaries outside of probate.
Challenges Encountered
Steve, are there any common challenges you encounter when helping clients identify and categorize their loved ones’ assets?
It can be surprisingly complex at times. Notwithstanding the importance of thorough record-keeping, people often don’t have a complete picture of all their assets, especially if they’ve been accumulating wealth over many years. I recall one case where we discovered a forgotten safety deposit box containing valuable jewelry.
Conversely, I’ve also encountered situations where individuals mistakenly believe an asset is non-probate when it actually isn’t. For example, a bank account held jointly with “right of survivorship” is typically considered non-probate, but if the joint owner passes away before the original account holder, it can become subject to probate.
These kinds of situations underscore the importance of working with an experienced probate attorney who can navigate these complexities and ensure all assets are properly accounted for.
The Power of Planning
Steve, what advice would you give to our viewers about estate planning?
Estate planning is something everyone should consider, regardless of their age or wealth. According to the American Bar Association, over half of Americans don’t have a will.
Creating a comprehensive estate plan can help avoid costly probate delays, minimize taxes, and ensure your assets are distributed according to your wishes. It also provides peace of mind knowing that your loved ones will be taken care of.
Seeking Expertise
Steve Bliss and San Diego Probate Law – Guiding you through life’s transitions with compassion and expertise. Call today for a free consultation.
Testimonials
“I was incredibly overwhelmed after my mother passed away, but Steve Bliss and his team at San Diego Probate Law made the entire process so much easier. They were patient, understanding, and always available to answer my questions.” – Sarah J.
“Steve’s knowledge of probate law is exceptional. He helped me navigate a complex situation with my father’s estate and ensured everything was handled efficiently and fairly. I highly recommend him!” – John M.
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: “How does California’s community property law affect probate?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| California Probate Lawyers |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Probate Lawyers California |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Probate Lawyers |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| San Diego Probate Lawyers |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Probate Lawyers San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |
| Credible Probate Lawyers in San Diego |
San Diego Probate Law 3914 Murphy Canyon Rd Suite A202, San Diego, CA 92123 (858) 278-2800 |