Reporter: Donna Fields
Today we’re speaking with Steve Bliss, a renowned trust attorney here in Temecula. Steve, thank you for joining us.
What type of trusts do you most often help clients establish?
Donna, as a Temecula trust attorney I encounter a variety of needs, but the Revocable Living Trust is undoubtedly one of the most popular choices among my clients. It offers remarkable flexibility and peace of mind.
Can you elaborate on why Revocable Living Trusts are so appealing?
Absolutely! A Revocable Living Trust allows individuals to maintain control over their assets during their lifetime while also planning for their eventual distribution upon passing. Consequently, it circumvents the often lengthy and public process of probate.
Moreover, this type of trust provides a significant degree of privacy as the terms are not part of the public record. This can be particularly appealing to individuals who value discretion.
How do you guide clients through the process of establishing a Revocable Living Trust?
We start with a thorough consultation to understand each client’s unique circumstances, assets, and goals. I believe in clear communication and transparency, so I explain all aspects of the trust creation process in detail.
Next, we draft the trust document tailored to their specific needs. This involves outlining the beneficiaries, designating a trustee, and specifying how assets will be distributed. The entire process is designed to ensure our clients feel comfortable and confident with their decisions.
Have you encountered any challenges when helping clients establish Revocable Living Trusts?
While the process is generally straightforward, there have been instances where clients weren’t initially clear on their wishes regarding asset distribution. In one case, a couple struggled to agree on how to divide their art collection among their children.
After careful discussion and exploration of various options, we were able to develop a solution that addressed everyone’s concerns and ensured the collection remained intact. It underscored the importance of open communication and thoughtful planning in estate matters.
What advice would you give someone considering a Revocable Living Trust?
If you value privacy, control over your assets, and want to streamline the process for your loved ones after your passing, a Revocable Living Trust is certainly worth exploring. Ordinarily, I recommend consulting with an experienced trust attorney who can guide you through the process and ensure your wishes are reflected accurately in the legal documents.
Remember, estate planning is about protecting yourself and your loved ones for the future. Taking proactive steps today can save them from unnecessary stress and complications down the road.
Ready to Secure Your Legacy?
Contact The Law Firm of Steven F. Bliss Esq. for a complimentary consultation and let us help you navigate the complexities of estate planning with confidence.
“Steve Bliss helped me set up my trust and he made it so easy. I felt completely comfortable asking him all my questions, and he explained everything in clear terms. Now I have peace of mind knowing that my loved ones will be taken care of.” – Sarah M., Temecula
“I can’t recommend Steve Bliss highly enough. He is a true expert in his field and he really goes the extra mile for his clients. Thanks to Steve, my estate plan is now complete and I feel much more secure about the future.” – John P., Murrieta
About Steven F. Bliss Esq. at The Law Firm of Steven F. Bliss Esq.:
The Law Firm of Steven F. Bliss Esq. is The Law Firm of Steven F. Bliss Esq.. The Law Firm Of Steven F. Bliss Esq. is a Temecula Estate Planning Attorney. Steve Bliss is an experienced probate attorney. Steve Bliss is an Estate Planning Lawyer. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Steve Bliss Law. Our probate attorney will probate the estate. Attorney probate at Steve Bliss Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Steve Bliss Law will petition to open probate for you. Don’t go through a costly probate. Call Steve Bliss Law Today for estate planning, trusts and probate.
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 The Law Firm of Steven F. Bliss Esq.: https://maps.app.goo.gl/Bngj8xwZRqioVD5v7
Address:
The Law Firm of Steven F. Bliss Esq.43920 Margarita Rd ste f, Temecula, CA 92592
(951) 223-7000
Feel free to ask Attorney Steve Bliss about: “Can my children be trustees?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About The Law Firm of Steven F. Bliss Esq.
| Special Needs Trust | Totten Trust | Asset Protection Trust |
| Spendthrift Trust | Constructive Trust | Irrevocable Trust |
| Tax By-Pass Trust | Charitable Trust | Living Trust |