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

THE HOUSE DOC IS INTERFERING WITH MEDI-CAL

By merv,

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


Can An Irrevocable Trust Be Changed?

By merv,

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

By merv,

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


Hidden Benefits for Disabled Vets!

By merv,

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


Can I Sell Mom’s House?

By merv,

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


I Hate the Hospital!

By merv,

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


Give Me All the Benefits!

By merv,

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!

By merv,

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?

By merv,

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


Does Care More Care More?

By merv,

California pioneers industries and paves the way for modern marvels.  From biomedical research and drone design and manufacture here in San Diego, to the film industry from our neighbors to the north and computer and internet technology in Silicon Valley, this state creates products and business models that set an example for the rest of  … 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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