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ATTORNEY ADVERTISING. This article is provided for general informational purposes only and does not constitute legal, financial, or tax advice. Reading this content does not create an attorney-client or professional advisory relationship. Laws vary by jurisdiction and are subject to change. You should consult a qualified professional regarding your specific circumstances.
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Attorney Advertising, Legal Disclosure & Authorship
ATTORNEY ADVERTISING. This content is provided for general informational and educational purposes only and does not constitute legal, financial, or tax advice. Under the California Rules of Professional Conduct and State Bar advertising regulations, this material may be considered attorney advertising. Reading this content does not create an attorney-client relationship or any professional advisory relationship. Laws vary by jurisdiction and are subject to change, including recent 2026 developments under California’s AB 2016 and evolving federal estate and reporting requirements. You should consult a qualified attorney or advisor regarding your specific circumstances before taking action.
Responsible Attorney: Steven F. Bliss, California Attorney (Bar No. 147856).
Local Office:
San Diego Probate Law
3914 Murphy Canyon Rd
San Diego, CA 92123
(858) 278-2800
San Diego Probate Law is a practice location and trade name used by Steven F. Bliss, Esq., a California-licensed attorney.
About the Author & Legal Review Process
This article was researched and drafted by the Legal Editorial Team of the Law Firm of Steven F. Bliss, Esq., a collective of attorneys, legal writers, and paralegals dedicated to translating complex legal concepts into clear, accurate guidance.
Legal Review: This content was reviewed and approved by Steven F. Bliss, a California-licensed attorney (Bar No. 147856). Mr. Bliss concentrates his practice in estate planning and estate administration, advising clients on proactive planning strategies and representing fiduciaries in probate and trust administration proceedings when formal court involvement becomes necessary.
With more than 35 years of experience in California estate planning and estate administration, Mr. Bliss focuses on structuring enforceable estate plans, guiding fiduciaries through court-supervised proceedings, resolving creditor and notice issues, and coordinating asset management to support compliant, timely distributions and reduce fiduciary risk.
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(858) 278-2800
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  • Home
  • Estate Planning
    • Last Will & Testament
      • Wills
      • Testator
      • Naming the Testator
      • Domicile Requirement
      • Legal Capacity
      • Beneficiaries
      • Executor Duties
      • Guardianship
      • Assets
      • Debts & Taxes
      • Attestation
      • Codicils
      • Probate Issues
      • WIll Legal Requirements
    • Power of Attorney
      • General POA
      • Durable POA
      • Limited POA
      • Medical POA
      • Springing POA
      • Financial POA
      • Parties Involved
      • POA Legal Requirements
      • POA Scope & Limitations
      • POA Uses & Applications
      • POA Creation Process
      • POA – Revocation and Termination
      • POA Legal Protections and Risks
      • POA International Considerations
    • Advance Health Care Directives
      • The AHD
      • Legal Framework of AHD’s
      • Directive Types
      • Stakeholders
      • Scope of Medical Decisions
      • Ethical and Religious Considerations
      • Registration and Accessibility
      • Public Policy and Education
      • Related Legal Instruments
    • Estate Tax Planning
      • Tax Planning
      • Lifetime Gifting
      • Trust Structures
      • Valuation Strategies
      • Marital Deduction Planning
      • Generation-Skipping Transfer Tax
      • Charitable Planning
      • Life Insurance Strategies
      • Compliance & Reporting
      • International Considerations
    • Business Planning
      • Business Succession Planning
      • Legal Structures
      • Succession Planning – Trusts
      • Corporate Formations
      • Tax Implications
      • Valuation Discounts
  • Trusts
    • Revocable Living Trusts
    • Other Types
      • Blind Trusts
      • Bypass Trusts
      • Charitable Trusts
      • Irrevocable Trusts
      • Life Insurance Trust
      • Testamentary Trusts
      • Grantor Retained Annuity Trust
      • QTIP Trusts
      • Qualified Personal Residence Trust
      • Dynasty Trust
      • Generation-Skipping Trusts
    • Trust Administration
    • Trust Litigation
    • Legal Framework of Trusts
    • Key Participants
    • Funding and Assets
    • Common Pitfalls
  • Probate
    • Probate Petition
      • Probate Court
      • Notice of Petition
      • Probate Hearing
      • Letters Testamentary
      • Letters Administration
    • Probate Administration
      • Case Management
      • Final Distribution and Closing
      • Roles & Responsibilities
      • Probate Court System
      • Specific Considerations
    • Inventory & Appraisal
    • Types of Probate
      • Key Parties
      • Probate Assets
      • Non-Probate Assets
      • Governing Law
      • Fees & Costs
      • Tax Implications
    • Probate Litigation
      • Contesting a Will
      • Intestate Succession Conflicts
      • Creditor Claims Disputes
      • Omitted Heirs and Pretermitted Children
      • Fiduciary Misconduct
      • Trust Litigation in Probate
      • Beneficiary Rights and Remedies
      • Elder Financial Abuse
      • Procedural Considerations
      • Remedies & Outcomes
      • Governing Legal Authorities
      • Jurisdictional and Venue Issues
    • Creditor Claims
    • Final Accounting
    • Final Distribution
    • Closing the Estate
    • Alternatives to Probate
  • Bankruptcy
    • Chapter 7
      • Credit Counseling
      • Means Test
      • Meeting of Creditors
      • Liquidation of Assets
      • Exemptions
      • Secured vs. Unsecured Debts
      • Student Loans and Taxes
      • Required Forms and Paperwork
    • Chapter 13 vs. Chapter 7
    • Chapter 13 Bankruptcy
      • Chapter 13 Bankruptcy Process
      • Ch. 13 Debt Plan
      • Mortgage Arrearages
    • Chapter 11 Bankruptcy
      • Chapter 11 for Individuals
      • Subchapter V
      • Bankruptcy Process and Timeline
      • Business Reorganization and Operations
      • Debtor-in-Possession
      • What Happens After Chapter 11
      • Lien Stripping and Cramdowns
      • Trustee and Creditors’ Committee
      • Lawsuits & Defense
    • Bankruptcy Fees
    • Client Profile
  • About Us
    • Steven Farley Bliss
    • Clients Served
      • Individuals
      • Families
      • High Net Worth Clients
      • Professionals & Executives
      • LGBTQ+ Clients
      • Immigrant Clients
      • Complex Assets
  • Contact