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

A Way to Get Started…

By merv,

The Opening Ceremony for the Olympics was a testament to British culture, documenting its triumphs and failures.  In an unorthodox move, Danny Boyle, the director of Slumdog Millionaire and the Opening Ceremony, chose to spend a significant amount of time highlighting the two crowning achievements of the United Kingdom as he sees them: children’s literature  … Read more


The Other Prop 8…

By merv,

For many Californians, their home is their biggest asset and, in many cases, tax issues related to the sale of the home drive their estate plan.  Strategies such as a QMap or QVap trust may help deal with the capital gains from sale.  Planning for a beneficiary who will qualify for the Parent-Child Exclusion will  … Read more


We Need More Doctors! STAT!

By merv,

As California moves forward with Medi-Cal  expansion under the provisions of the Affordable Care Act, the state is worried that it may not have enough physicians to absorb the newly insured patients.   As part of the Act, states are instructed to expand their Medicaid eligibility provisions, although some states are opting out of following instructions.   … Read more


Zombie Estate Planning…

By merv,

In honor of Comic-Con this week, I thought we could discuss some zombie estate planning, or rather, undead estate planning.  Recently, Adam Chodorow, a law professor at Arizona State University, proposed the idea that a huge gap exists in estate tax rules for zombies.  Although brain-hungry zombies, as they exist in pop culture, will hopefully  … Read more


When Words Lose Their Meaning…

By merv,

Federal benefits, such as VA Aid & Attendance Non-Service Connected Disability Pension benefits and survivor benefits, Medicare, and Social Security are often ruled by a litany of definitions, describing the meanings for such basic words as “child.”  In the case of Astrue v. Capato, the facts of which were described in a former article, the  … Read more


Trouble for San Diego Courts…

By merv,

As if there weren’t enough reasons for avoiding probate already, we should now prepare for access to the probate court to take even longer than it already does. Recently, the San Diego courts announced that they will be laying off about 250 workers throughout the court and closing several court rooms over the next two  … Read more


Payment for Service Rendered!

By merv,

This week, as I and my family prepared our Independence Day festivities and enjoyed the fireworks (not the infamous 15 second ones!), I was reminded of why I do what I do.  This country, like virtually all nations, is a product of war.  Valiant service by our military was necessary to the success of the  … Read more


But You’re the Only Person I Trust!

By merv,

One of the many concerns clients often have with their estate plan is designating a trustee for their trust.  As the name indicates, it should be someone you trust implicitly to manage your financial affairs after your passing and, sometimes, during your life.  For that reason, it should be someone who is “good with money.”  … Read more


You Never Know…

By merv,

One of my colleagues got married this last weekend.  I asked her how she met her husband and she told me a rather serendipitous story:  A few months before a big move, one of her friends predicted that she would meet someone who would make her decision to go through with her move more difficult,  … 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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