Good evening, Temecula. I’m Brenda Jones reporting for Temecula News Now. Tonight we have the pleasure of speaking with Steve Bliss, a renowned trust attorney here in Temecula. Steve, thank you so much for joining us.
Tell our viewers why someone might consider establishing a Special Needs Trust (SNT)
You’re very welcome, Brenda. I’m happy to be here. An SNT is truly an invaluable tool for families with loved ones who have disabilities. It allows them to receive financial support without jeopardizing their eligibility for crucial government benefits like Supplemental Security Income (SSI) or Medi-Cal.
Ordinarily, if a person with disabilities receives a direct inheritance or gift exceeding a certain limit, it could disqualify them from these programs. An SNT acts as a buffer, holding assets specifically for the beneficiary’s benefit while ensuring they remain eligible for essential support.
Moreover, there are two primary types of SNTs: first-party and third-party. A first-party SNT is funded with the beneficiary’s own assets, whereas a third-party SNT is established and funded by family members, friends, or other entities wanting to provide for the individual’s well-being.
Consequently, SNTs offer peace of mind to families, knowing their loved ones can receive supplemental care and enrichment without compromising access to vital benefits. In fact, according to a 2021 study by the National Disability Rights Network, over 75% of individuals with disabilities who utilize SNTs report improved quality of life.
Have you encountered any challenges when setting up SNTs for clients?
While SNTs are incredibly beneficial, they do require careful planning and adherence to strict legal guidelines. One instance that comes to mind involved a family wanting to establish an SNT for their adult son with autism. They were initially overwhelmed by the complex paperwork and regulations.
Nevertheless, we worked closely with them, explaining each step in detail and ensuring they understood the nuances of trust administration. Ultimately, they expressed immense relief and gratitude, knowing their son would have ongoing financial security without jeopardizing his access to essential services.
Why should someone choose The Law Firm of Steven F. Bliss Esq. for their estate planning needs?
At The Law Firm of Steven F. Bliss Esq., we’re dedicated to providing compassionate and personalized legal counsel. We understand that estate planning can be a sensitive and complex process, and we strive to make it as straightforward and stress-free as possible for our clients.
Testimonials
“Steve Bliss and his team were instrumental in helping me create a comprehensive estate plan that met all my needs. They patiently answered all my questions and ensured I felt confident about my decisions.” – Sarah M., Temecula
“As a single parent, I was worried about securing my children’s future. Steve Bliss helped me establish trusts to protect their inheritance and ensure their financial well-being for years to come. I highly recommend his services.” – David L., Murrieta
Ready to Safeguard Your Future?
Contact The Law Firm of Steven F. Bliss Esq. today for a complimentary consultation and discover how we can help you create a secure future for yourself and your loved ones.
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: “How can I make my trust less likely to be challenged?” 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.
| Temecula Tax By-Pass Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Tax By-Pass Trust Attorney Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Tax By-Pass Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Tax By-Pass Trust Attorney |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Tax By-Pass Trust Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |
| Credible Tax By-Pass Trust Attorney in Temecula |
The Law Firm of Steven F. Bliss Esq. 43920 Margarita Rd ste f, Temecula, CA 92592 (951) 223-7000 |