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.

Learn more
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

Did New Wife Pull a Fast One?

By merv,

Introduction Joint Tenancy Avoids Probate Need for an Attorney Whose Family Will Ultimately Get the House Debts Mortgage Liability Capital Gain Disadvantage Conclusion Dear Mr. Miller: Introduction:  My Dad has been living with a woman for a number of years.  He has owned his house long before he ever met her and that is where  … Read more


Loved One Died: What Experts Do I Need?

By merv,

Introduction Use the Proper Expert Experts You Will Need Selecting an Attorney Tax Advisor CPA Enrolled Agent Registered Tax Preparer Financial Advisor Trust Companies & Banks Certified Financial Planner Dear Mr. Miller:  Introduction My husband just passed and I am worried—really worried.  Do we have money?  Yes, I think so.  The problem is, I really  … Read more


SELLING A HOUSE OF A LONG AGO DECEDENT

By merv,

SELLING A HOUSE OF A LONG AGO DECEDENT –FINDING THE DEATH CERTIFICATE… Introduction Title Insurance Company Involvement Death Certificate from County Clerk Death Certificate–Check Your Files Death Certificate–Prior Sale Death Certificate–Prior Purchase Death Certificate–In Person and Online Dear Mr. Miller: Introduction: My grandmother passed several months ago. We are now ready to sell her house.  … Read more


When Hell Freezes Over I’ll Hire an Attorney

By merv,

Introduction Capital Gains and the QTip Election House Sold for Less Than Fair Market Value County Property Tax Increase and Non Pro Rata Distribution Distribution Disputes and Liability Conclusion Dear Mr. Miller: Introduction: Ok, my Dad just died. I’m in charge of taking care of everything and getting my brother and sister their shares, everyone  … Read more


AVOIDING CAPITAL GAINS TAX WITH A-B TRUSTS

By merv,

When Hell Freezes Over I’ll Hire an Attorney Introduction Capital Gains and the QTip Election House Sold for Less Than Fair Market Value County Property Tax Increase and Non Pro Rata Distribution Distribution Disputes and Liability Conclusion Dear Mr. Miller: Introduction: Ok, my Dad just died. I’m in charge of taking care of everything and  … Read more


Why Can’t I Wait 2 Years After Dad Died to Settle His Estate?

By merv,

Introduction Keeping Things Less Expensive and Simple(r) Deadlines & Annuities IRA’s Death Tax Exemption Disclaimer A-B Trust Divisions Valuations Conclusion A Survival Guide for Those Left Behind: The Price of a Loved One’s Dying Done Right… Dear Mr. Miller: Introduction: My Dad died last month. I really don’t want to go through the bother of  … Read more


What Do I Do When a Beneficiary Sends His Check Back?

By merv,

Introduction Liability for Wrong Decision Disclaimer Receipt Deposit with County Written Instructions Bank Account for Beneficiary Abandoned Property Conclusion Dear Mr. Miller: Introduction: I am tying up my Dad’s estate. He died a few months ago owning a house in Northern California and $45,000 in the bank. The Trust directed that the house was to  … Read more


Am I Entitled to Anything?

By merv,

When a death in the family is imminent, potential beneficiaries often want to know what they will receive and when.  It is a natural part of wanting to plan one’s own finances and, when other family relationships are strained, to make sure others are not taking advantage of an ill family member.  However, speaking to  … 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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