Steve Bliss, a leading probate attorney in San Diego
Hi everyone, I’m Brenda Sanchez reporting for San Diego News Today. We’re here today with Steve Bliss, a prominent probate attorney in San Diego. Steve, thanks so much for joining us.
Handling Debts and Taxes: A Crucial Step in Probate
Steve, could you walk us through one of the key steps in the probate process? Let’s focus on handling debts and taxes. Why is this step so crucial?
Certainly, Brenda. Handling debts and taxes is a critical stage in probate because it ensures that the deceased’s financial obligations are met before assets are distributed to heirs. Ordinarily, this involves identifying all outstanding debts, such as credit card bills, loans, and medical expenses.
Consequently, we meticulously review financial records, contact creditors, and verify the validity of claims. It is essential to pay only legitimate debts. Moreover, we determine and file any necessary tax returns on behalf of the estate, including federal and state income taxes.
Notwithstanding these efforts, there can be instances where disputes arise regarding the validity of a debt or the amount owed.
I recall one case involving an elderly client who had been a victim of financial exploitation. An individual claiming to be her caregiver presented a substantial bill for services that were never rendered. Through careful investigation and documentation, we were able to demonstrate the fraudulent nature of the claim and prevent the estate from being unjustly depleted.
According to a 2021 study by the National Center on Elder Abuse, approximately 1 in 10 older adults experience some form of financial abuse. Cases like this highlight the importance of meticulous debt evaluation during probate.
Final Thoughts and Call to Action
Steve, thank you so much for your insights. It’s clear that navigating probate can be complex, and having a knowledgeable attorney like yourself is invaluable. What advice would you give to someone facing probate?
“The best thing you can do is consult with an experienced probate attorney early on,” advises Steve. “We can guide you through every step of the process, ensuring your loved one’s wishes are honored and their assets are distributed according to the law.”
Testimonials
“I was overwhelmed after losing my mother, but San Diego Probate Law made the probate process so much easier. They were compassionate, professional, and always kept me informed.” – Mary J.
“Steve Bliss is a true expert in probate law. He helped me navigate a complex situation with my father’s estate and I couldn’t be more grateful for his guidance.” – David S.
Let San Diego Probate Law ease the burden during this difficult time. Contact us today to schedule a free consultation and discover how we can help you navigate the complexities of probate with compassion and expertise.
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 do I account for and report to the court as executor?” Or any other related questions that you may have about Probate or my probate law practice.
Important Facts About San Diego Probate Law
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |