Dear Mr. Miller: I haven’t seen my attorney in 15 years. That’s when he did our trust. At that time, my husband and I had $75,000 in the bank and not much else. Now we have a San Diego house that has appreciated nicely over the years, $200,000 in the bank, some IRA’s and 401K’s … Read more
The House Doc is Interfering with Medi-Cal… Introduction Knowing Medi-Cal Rules is an Advantage Reducing Medi-Cal Share of Cost Johnson v Rank Replacing the Physician Residents Have Rights Dear Mr. Miller: My Dad is in a nursing home. He has $5000 in monthly income. The nursing home is costing $6000 per month. He has qualified … Read more
Introduction Some Benefits of VA Irrevocable Trusts Powers of Appointment All Beneficiaries and Creator Agree Court Order Trustee Draw Out Power Conclusion Dear Mr. Miller: My Mom created an Irrevocable Trust a few years ago so she could qualify for the VA Aid & Attendance benefit. She transferred all of her money ($300,000) and house … Read more
Lawyers Make Big Deals Out of Nothing So They Can Charge Huge Fees Introduction Lying How Medi-Cal Works What Are Attorneys Really Trying To Do Doing It Legally Medi-Cal Reimbursement Perjury Penalty Dear Mr. Miller: Introduction: I figured out how you guys work–just look at the case and tell the client if he doesn’t hire … Read more
Introduction Questions Needing Answering Increasing the VA Disability Rating Retroactive Benefits Dept. of Defense CRSC Dept of Defense Requirements VA Aid & Attendance Medi-Cal & Financial Solutions Conclusion Dear Mr. Miller: Introduction: I’m writing this on Memorial Day when we honor all of the Vets. My Dad was a Vet of the Vietnam War. He … Read more
This deceptively simple question is most often phrased as a sentence: “I am going to sell the house.” Unfortunately, if the property does not belong to you, it is not enough to simply hire an agent and list the property, even when you have the authority to do so. Furthermore, it may be a mistake! … Read more
It seems that most people do not like going to the hospital. It is even more difficult to force someone else to go to the hospital when they need it. For one thing, going to the hospital frequently means that you are pretty ill or have suffered a pretty serious injury. For another, it is … Read more
Planning for benefits eligibility in old age makes good financial sense. Many people fear outliving their retirement accounts even without major expenses depleting their accounts. Unforeseen health expenses can deplete an estate rapidly, particularly if you need help with basic, daily tasks through regular home care or skilled nursing. When it comes to planning for … Read more
The Medi-Cal Share of Cost Is Breaking Me! Introduction Share of Cost Increasing the MMMNA Return on Expense Factors to Consider Use an Experienced Attorney Dear Mr. Miller: Introduction: Some might call me fortunate as my wife and I have $7000 of monthly income (mostly hers) what with our social security and retirement checks. But … 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!