In the era of digital assets, digital record keeping, and, apparently, rampant NSA surveillance, many clients are understandably concerned about privacy when executing their estate plans. Depending on the plan itself, more or less information may be publicly available. If your family’s privacy is a concern for you, proper estate planning can achieve that end. … Read more
Elder Law Articles
Deciding how to dole out property after your death is neither an easy nor particularly fun task. As a result, many estate planners create their initial documents and then leave them alone, unchanged, for their remaining lives. However, all the documents in your estate plan should be reviewed regularly in order to avoid unfavorable consequences … Read more
Budget hawks have been harping on Medicaid (Medi-Cal in California). For the purpose of this article, I will distinguish the federal issues from the state issues by using Medicaid and Medi-Cal respectively) and Medicare spending over the past few years. Many political debates have focused on who is cutting what from which program, making it … Read more
Although the economy is finally beginning to rebound as home prices increase and more jobs are added, the last six years have been tough on families in the area. Pinching pennies took on new meaning as it became a necessary habit just to pay bills, but if you have some surplus in your monthly budget, … Read more
In the wake of a number of national tragedies, the gun control debate has made mental illness one of the focal points of the debate. However, mental illness is a much larger issue than a few national news stories. For many, suffering from mental illness is a daily war with themselves. In general, mentally ill … Read more
Most estate planning is centered around a few important goals: preserving as much of your estate for your heirs as possible, easing the transition of your assets, and preserving positive memories of your life. In most cases, a properly drafted trust can accomplish most of these goals. For example, by paying attention to the need … Read more
Don’t Leave Home Without It—-Travel Insurance–Part 2 Introduction Non-Emergency Medical Evacuation Insurance How To Purchase Geographic Coverage of Medical Expense Policies How Much To Purchase Where To Purchase This is a continuing series of articles with a number of “parts.” Search for “Don’t Leave Home Without Them” and “Don’t Leave Home Without It” They are … 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!