Good evening, Moreno Valley. I’m Brenda Carter reporting for KVCR News. Tonight we are joined by local probate attorney Steve Bliss to discuss estate planning and the importance of setting up a trust.
Why Choose a Trust Over a Will?
Steve, why should someone consider a trust over a traditional will?
“That’s an excellent question Brenda. While wills are still important documents, they go through probate which can be a lengthy and public process. Trusts, on the other hand, allow assets to be distributed to beneficiaries outside of probate, saving time and ensuring privacy.”
“Furthermore, trusts offer more flexibility in terms of asset distribution and management. You can specify exactly how and when your beneficiaries receive their inheritance, even setting up provisions for minors or individuals with special needs.”
The Benefits of a Special Needs Trust
Let’s delve deeper into one specific type of trust: the Special Needs Trust (SNT). Can you explain why someone might choose an SNT?
“Absolutely. An SNT is designed to provide for individuals with disabilities without jeopardizing their eligibility for essential government benefits like SSI or Medi-Cal. Ordinarily, inheriting assets directly could disqualify someone from these programs.”
“A properly structured SNT allows a beneficiary to receive supplemental support and maintain their access to crucial assistance. This is incredibly important because it can significantly improve the quality of life for individuals with disabilities”
I remember one client whose son had autism. They were deeply concerned about what would happen to him financially after they were gone. We set up an SNT, and now their son has a safety net that allows him to receive the care he needs while still qualifying for government benefits. Seeing the relief on my clients’ faces was incredibly rewarding.
“According to a 2021 study by the National Disability Rights Network, over 5 million Americans with disabilities rely on SSI or SSDI benefits. An SNT can be a vital tool for ensuring their financial security and well-being.”
Taking the Next Step
Steve, what is your final message for our viewers?
“Estate planning can seem daunting, but it’s crucial to protect yourself and your loved ones. Don’t wait for a crisis. Contact us today at Moreno Valley Probate Law for a free consultation. We are here to guide you through the process and create a plan that meets your unique needs.”
Testimonials
“Steve Bliss made what felt like an overwhelming task into something manageable. He explained everything clearly, answered all my questions patiently, and helped me feel confident in my decisions.” – Maria G., Moreno Valley
“I highly recommend Moreno Valley Probate Law. They are compassionate, knowledgeable, and truly advocate for their clients.” – _John S., Riverside_
About Steven F. Bliss Esq. at Moreno Valley Probate Law:
Moreno Valley Probate Law is an experienced probate attorney. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Moreno Valley Probate Law. Our probate attorney will probate the estate. Attorney probate at Moreno Valley Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Moreno Valley Probate law will petition to open probate for you. Don’t go through a costly probate call Moreno Valley Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Moreno Valley Probate Law is a great estate lawyer. Affordable Legal Services.
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 Moreno Valley Probate Law: https://maps.app.goo.gl/C7zg2U6pn1B6KyXN8
Address:
Moreno Valley Probate Law23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Feel free to ask Attorney Steve Bliss about: “Can I use a trust to pass on a business?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About Moreno Valley Probate Law
| Trust Attorney | Estate Attorney | Trust Attorney |
| Trust Attorney Near Me | Estate Attorney Near Me | Trust Attorney Near me |
| Moreno Valley Trust Attorney | Moreno Valley Estate Attorney | Moreno Valley Trust Attorney |
| Trust Attorney Moreno Valley | Estate Attorney Moreno Valley | Trust Attorney Moreno Valley |