Online resource center to help you explore these key issues, and others, regarding your estate.

Practice Areas

Mr. Miller has many years of experience in designing and implementing a comprehensive variety of Trusts, Wills, and other estate planning documents, as well as settling estates in the most expedient and appropriate method. Further, he counsels and assists clients on becoming eligible for VA benefits and Medi-Cal.

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VA Pension/Aid & Attendance/Medi-Cal

Mr. Miller has many years of experience in designing and implementing a comprehensive variety of wills, trusts and other estate planning documents, using strategies appropriate to each situation — from the basic to the most complex.

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Probate & Estate Administration

Mr. Miller has many years of experience in designing and implementing a comprehensive variety of wills, trusts and other estate planning documents, using strategies appropriate to each situation — from the basic to the most complex.

Learn more

Elder Law Articles

What is a “Geriatric Care Manager”?

By merv,

I visited a networking breakfast last week and learned something new! Do you know what a Geriatric Care Manager is? I do, but I didn’t know what sets them apart from other long term care professionals.  I recommend Geriatric Care Managers to many of my clients because I know how valuable it can be to  … Read more


Is the Gang of Six Deficit Plan Affecting Your Long Term Care Plans?

By merv,

This past Tuesday a bipartisan group of senators known as the “Gang of Six” unveiled their 10-year $3.7 trillion deficit-reduction plan. Under the Gang of Six’ deficit plan, reportedly, the Community Living Assistance Services and Support (CLASS) Act, the voluntary long-term care insurance program instituted by healthcare reform, would be repealed before it began. None of  … Read more


Is My A-B Trust Obsolete?

By merv,

Some say that since Congress raised the amount individuals can leave their heirs to $5 million and spouses can combine their exemptions up to $10 million without incurring estate or gift taxes, the A-B Trust is obsolete.  This Wall Street Journal article: Does Your Trust Need a Tune up? discusses some of the issues.  While there  … Read more


How Should I Store Important Documents?

By merv,

I routinely advise my clients on how to store the original estate planning documents I have prepared for them. But there are other important documents that should be protected. The Wall Street Journal’s Weekend Investor just posted an article on the topic.  You may also find helpful Good Housekeeping’s list of what to keep, what  … Read more


Difficulty Paying for Assisted Living? VA Aid and Attendance Benefit Can Help.

By merv,

Costs for assisted living homes vary greatly.  These costs are dependent on the size of rooms, amenities, services provided, and location.  Estimating cost is important.  But so is understanding what happens if your personal funds are depleted.  The American Healthcare Association’s National Center for Assisted Living publishes a free online guide.  This will help you budget  … Read more


Settling an Estate-Complexity Options

By merv,

  law offices of merwyn j. miller 191 calle Magdalena, suite 270, encinitas, San Diego County, ca  92024,  760-436-8832               Why Is it So Involved to Settle an Estate? Introduction What Needs to be Done Level of Formality Illustration Moral Introduction: A daughter appointed to handle her deceased Mom’s $700,000 estate recently asked me if  … Read more


Why Is it So Involved to Settle an Estate?

By merv,

Introduction What Needs to be Done Level of Formality Illustration Moral Introduction: A daughter appointed to handle her deceased Mom’s $700,000 estate recently asked me if she could just distribute everything to herself and her brother. She didn’t want to go through all of the gobbeldey gook and wanted to get this all done in  … Read more


About Living Trusts

About Living Trusts is hosted by the Law Offices of Merwyn J. Miller, as your online resource center to help you explore these key issues, and others, regarding your estate.

Merwyn J. Miller, J.D.


  • Board Certified Specialist in Estate Planning, Trust & Probate Law
  • Co-Author of legal text book and of “Don’t Go Broke in a Nursing Home
  • Teacher of law courses at public and private colleges
  • Continuing Education Instructor for attorneys
  • Columnist for largest regional newspaper in San Diego County and professional journals for 15 years, Contributing author to the book “In Your Service: The Veteran’s Friend”
  • Masters Degree in Financial Services - Estate Planning
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11-06-2017

Did New Wife Pull a Fast One?

Introduction Joint Tenancy Avoids Probate Need for an Attorney Whose Family Will Ultimately Get the House Debts Mortgage Liability Capital Gain Disadv...

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