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

Passing On Your Values…

By merv,

Estate planning does not need to be simply about passing on the wealth you have accumulated during your life to your heirs.  As Black Friday reminds us, this season is often marked by obsessive shopping and consumerism.  It is easy to think of the next month as simply a time for buying.  However, during the  … Read more


Giving Thanks to All of You!

By merv,

I hope you had a great Thanksgiving.  Getting together with family and friends is always great.  As another year draws nearer to a close and we have experienced the Thanksgiving holiday and its expression of gratitude for the things in our life, large and small, that bring us joy, I would like to take the  … Read more


The “No Estate” Myth!

By merv,

With the troubled economic times we have faced, many people believe that estate planning will be unnecessary.  They offer reasons, such as “My house is under water so there will be nothing left,” or “I don’t have an estate.”  Especially savvy legal consumers might say, “My estate is worth less than $150,000 so no probate  … Read more


Scaling Back Skilled Nursing Facilities…

By merv,

For many elderly individuals, the possibility of requiring a skilled nursing facility either for long-term care or following a health crisis is a very real concern.  Skilled nursing tends to be very expensive; when it is required for long-term care, it can be financially devastating.  Medicaid (Medi-Cal in California) provides some of the funding necessary  … Read more


Back to Reality (and Work!)

By merv,

Now that Election Day is behind us, it is time to get back to the working toward resolving the real issues of our times.  All of the incumbents, whether re-elected or not, have a major task facing them before they end their terms in January: avoiding sequestration and the fiscal cliff.  Additionally, as California’s ballot  … Read more


Celebrating Veterans Day!

By merv,

After the long-fought battles of World War I, the war was finally over at 11:00 on 11/11/1918 when Germany signed the Armistice.  The next year, President Woodrow Wilson noted that November 11 would be a day of remembrance and in 1938, every November 11 became a national holiday.  Over time, the holiday continued to evolve  … Read more


The Hurricane of Unknown Events…

By merv,

Over the weekend “Frankenstorm,” also known as Hurricane Sandy after it merged with a Nor’easter ravaged the east coast and much of the Midwest with high winds, a lot of rain, snow, and sleet.  Because so many San Diego residents are transplants, chances are good that you or someone you know is in the densely  … Read more


One-Stop Benefits Shop…

By merv,

In the effort to continually make access to benefits easier for veterans, the eBenefits website has grown to be a useful tool for many of today’s veterans.  The website was originally created in response to the “Walter Reed Army Medical Center neglect scandal.”  In 2007, the Washington Post published a series of articles describing the  … Read more


Gifting with the Ability to Get It Back

By merv,

Gifting with the Ability to Get It Back Introduction Tax Exemption Clawback The Dilemma Irrevocable Trust Gift and Death Tax Result Step Up in Basis Conclusion Dear Mr. Miller: I know there is a $5 million dollar gift tax exemption right now and that it goes away come January 2013. I am single and have  … 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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