What if I Lose My Original Documents? Introduction Where to Keep Estate Planning Documents Asset Locator Chart Client Reality Validity of Copies Solutions Ultimate Answer Dear Mr. Miller: Introduction: My Mom is getting ready to move into an assisted living facility. She is cleaning out the house?and that?s good. The income tax returns from 1954 … Read more
Elder Law Articles
Introduction Health Care Directive Defined Take It With You Option Have a Friend Fax it to You DNR Situation Health Care Directive Digital Vaults Email–Free Alternative On Line Storage-Free Alternative Card In Your Wallet Dear Mr. Miller: Introduction: Mary and Ted had always wanted to take a cruise around the world. The date had finally … Read more
ESTATE PLANNING MYTHS AND WHAT THE HUCKSTERS DON’T TELL YOU… Myth #1: A living trust allows you to protect your family because you control who gets your stuff. Myth #2: Probate is expensive often costing 5% of the gross value of your estate. Myth #3: Probates almost always have complications such as unknown debts or … Read more
Acting as Mom’s Power of Attorney—-Did You Do the Most Important Thing First? Limitations Definitions Trigger Example I’m my Mom’s Power of Attorney and I want to make gifts on her behalf to myself and my three sisters. This will help her get qualified for Medi-Cal. I’m my Mom’s Power of Attorney–I can do anything … 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!