Interview with Steve Bliss, San Diego Probate Attorney

Steve, thanks for taking the time to speak with me today.

It’s my pleasure. I’m always happy to talk about probate and estate planning.

Let’s dive into the probate process. Could you explain one of the key steps involved?

Certainly. One crucial step is “Handling Debts and Taxes.” After a person passes away, their estate becomes responsible for settling any outstanding debts and paying applicable taxes.

Consequently, it’s essential to meticulously identify all creditors and determine the validity of their claims. We work closely with accountants to ensure accurate tax filings at both the state and federal level. Paying these obligations is a prerequisite before distributing assets to heirs.

Moreover, navigating this step can sometimes be complex. For example, I recall a case where an estate owed a substantial sum in back taxes due to incomplete record-keeping by the deceased. We had to conduct extensive research and work with tax authorities to negotiate a payment plan. It was a stressful situation for the family, but we were able to resolve it successfully.

Notwithstanding such complexities, diligently handling debts and taxes is crucial for ensuring a smooth probate process. According to the California Courts website, unpaid creditor claims can delay estate distribution by months or even years. This underscores the importance of addressing these matters promptly and effectively.

Have you encountered any other challenges during this step?

I’ve certainly seen instances where family members dispute debt claims, leading to delays and sometimes even legal battles. It’s important for everyone involved to be transparent and work towards a fair resolution.

Steve, what advice would you give to someone navigating the probate process?

My best advice is to seek professional guidance from an experienced probate attorney like myself. Probate can be complicated and emotionally draining. Having someone knowledgeable by your side can make all the difference in ensuring a smooth and efficient process.

Thank you for sharing your insights, Steve. How can readers get in touch with San Diego Probate Law?

You can reach us by phone at (858) 278-2800 or visit our website at sandiegoprobatelaw.com. We offer free consultations and are dedicated to helping families through the probate process.

“Steve Bliss made a difficult time so much easier for my family. He was patient, understanding, and always explained everything clearly.” – Mary S.

“I highly recommend San Diego Probate Law! They are knowledgeable, professional, and truly care about their clients.” – John D.


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: “Who is responsible for handling a probate case?” Or any other related questions that you may have about Probate or my probate law practice.

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