With the fiscal cliff finally upon us, it is time to review and renew your estate plan. For the last decade, estate taxes have been a limited factor in estate plans for the vast majority of families. With applicable exclusion amounts increasing steadily, fewer and fewer families were likely to be faced with the possibility … Read more
Elder Law Articles
It has finally happened. I hope everyone had a joyous holiday season with their families. Now that the holidays are nearly over and done with, Congress has one more gift in mind. However, it is not a surprise. In just a few days, while we are celebrating the New Year, Congress will very likely be … Read more
When you create a revocable living trust, you designate trustees to handle the assets contained within the trust. In the majority of cases, you will name yourself (or yourself and your spouse) as the initial trustee. When doing so, your financial affairs suffer minimal obstruction since you will be the settlor, beneficiary, and trustee with … Read more
Last week a tragedy in sleepy Newtown, CT rocked the nation as a killer claimed the lives of 26 people in an elementary school, his mother, and himself. The sheer atrocity of the act has brought gun control and mental health to the forefront of political debate. It should be noted that the shooter has … Read more
I once heard a joke that went, “The last check you ever write should be to the undertaker and it should balance.” Of course, the joke is funny because doing so would be nearly impossible, if not irresponsible. Since it is impossible to know when you will die, it is impossible to know exactly how … Read more
During the recently concluded presidential election, we were consistently reminded of how dysfunctional the relationship between Democrats and Republicans had become. With the threat of the fiscal cliff looming, it seemed especially important that we, as voters, make the right choices in the election. At stake were the estate tax, the Bush era income tax … Read more
Question Medicaid and Medi-Cal Deficit Reduction Act Look Back Period Status of California’s version of DRA California’s Current Look Back Period Conclusion Question: What is the status of Medi-Cal and any drastic changes. I have heard that there is a 5 year look back period but then others tell me there is only a 36 … Read more
Hoarding has become a hot topic recently thanks in part to the TLC show, Hoarders: Buried Alive and the A&E Show, Hoarders. Although many people watch these shows for entertainment, the reality of this disease is not entertaining at all. People who compulsively collect things often create virtual tunnels through their living space, which is … Read more
As the year quickly approaches an end and the holiday season is upon us, many veterans of all stripes are eagerly awaiting their VA benefits. For veterans caught in the VA’s bureaucracy and ever-growing backlog, it can be incredibly frustrating to wait months for the benefits due to you. However, there are many more veterans … 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
For over 3 decades Mr. Miller has helped me with both my business and personal legal affairs. I also am friends with many veterans who praise his work in the field of Veterans Affairs. I would describe him as knowledgeable, experienced, and very trustworthy.
Mr. Miller & Kristen were instrumental in helping me obtain the Veterans Pension Benefit, which has truly been “life-changing” for me! Their involvement was crucial to my qualifying and the successful submission of an application that was approved the first time through. There is no way I would have ever navigated this complex process without their expertise and guidance. It was a pleasure to interact with the staff. All of them were very professional and exhibited a caring/helpful attitude. I am so appreciative of their services. I hope every veteran is able to avail themselves of this wonderful program.
Grateful WWII Naval Veteran
Mr. Miller and his staff expertly handled the complex, intricate filing for a Veterans’ Aid and Attendance pension benefit for my elderly father. This benefit – though it took a seemingly very long time to be approved – turned out to be the sole way our family could possibly afford proper care for a brave vet who had entered the murky waters of dementia. Miller and his staff kept me briefed throughout the process and were instrumental in coaching me what to expect and when. And they were right!