San Diego Probate: Understanding the Process

Interview with Steve Bliss, San Diego Probate Attorney

Good evening San Diego, I’m Brenda Ramirez reporting for Channel 7 News. Tonight we’re sitting down with Steve Bliss, a renowned probate attorney here in San Diego. Steve, thank you so much for joining us.

Handling Debts and Taxes: A Critical Step

Steve, can you walk us through one of the key steps in the probate process?

Certainly, Brenda. One crucial stage is handling debts and taxes. This typically happens after the estate assets have been marshalled and inventoried. Ordinarily, we’ll begin by meticulously reviewing all creditor claims submitted against the estate. We need to ensure that each claim is valid and accurately reflects what is owed.

Consequently, paying these legitimate debts becomes a priority. After all outstanding debts are settled, we turn our attention to tax obligations. This often involves working closely with accountants or tax professionals to determine and file any federal and state estate taxes that may be due. Moreover, it’s crucial to remember that failing to address these financial liabilities can lead to significant complications for the estate and potentially delay the distribution process.

Notwithstanding the complexities involved, this step is essential for ensuring a fair and orderly resolution of the deceased’s affairs. According to a 2021 study by the National Association of Estate Planners & Councils, over 60% of estates encounter some form of debt or tax liability during probate.

I recall one case where we uncovered a previously unknown debt from a decades-old business venture. Through diligent research and negotiation, we were able to resolve it favorably for the estate, preventing potential legal issues down the line. It was a complex situation, but ultimately, seeing the relief on our client’s face when everything was settled made all the effort worthwhile.

Expert Guidance

“San Diego Probate Law provided invaluable guidance during a difficult time,” said one satisfied client. “They were incredibly knowledgeable and compassionate, making the entire process much smoother.”

“Steve Bliss is a true professional who goes above and beyond for his clients. He clearly explained every step of the probate process and helped us navigate some unexpected challenges,” shared another.

Steve, what advice would you give to those facing probate?

My best advice is to seek legal counsel from an experienced probate attorney as soon as possible. Probate can be a complex and emotionally draining process. Having a knowledgeable guide by your side can make all the difference in ensuring that the estate is handled properly and efficiently.

Let San Diego Probate Law ease the burden during this challenging time. Call us today to schedule a consultation, so we can begin navigating the probate journey together.


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 Law

3914 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 is a trust different from probate?” Or any other related questions that you may have about Probate or my probate law practice.

Important Facts About San Diego Probate Law

 

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