Online resource center to help you explore these key issues, and others, regarding your estate.
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.
Learn moreMr. Miller has been active in the area of VA Pension and Medi-Cal for well over a decade. He uses various specialized types of Trusts as well as non-trust strategies to gain eligibility for his clients and save the family money.
Learn moreMr. Miller has been settling estates (both simple and complex) for well over 40 years. The starting point is always to create a strategy to settle the estate in the most efficient manner possible with a minimum of taxes. Often times the strategy created allows the family to bypass Probate Court proceedings.
Learn moreDear Mr. Miller: My third husband died a few months ago. He was my caregiver as I have been an invalid for 4 years. I am not sure what to do now as a full time caregiver is going to cost close to $10,000 per month and I just don’t have that much money coming … Read more
Dear Mr. Miller: A number of years ago my Dad bought a Living Trust bundle from one of the online companies. It included a Living Trust, Pour Over Will, and a Power of Attorney for financial matters. Last year he slipped out of reality. He talks, but it has nothing to do with any subject … Read more
Dear Mr. Miller: I think I waited too long. My husband and I have been residing at an assisted living facility for a few years. We’ve been able to handle the costs up until about 6 months ago. That’s when he started needing more help–much more help. He can’t walk anymore, can’t take a shower … Read more
Introduction Existing Rules VA Pension Program Gifting Medi-Cal The New Proposed Rules Look Back Period Penalty Period Net Worth Limit Effective Date Conclusion Dear Mr. Miller: Introduction: My 91 year old Dad is running out of money and needs help to pay his bills. His finances were fine and then he had a stroke. That … 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
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 a Remarried Spouse Claim a Veterans Benefit (Part 1)? Divorced Spouse of a Veteran Who Marries a Non-Veteran Prior to Veteran’s Death and after Marriage to Veteran Terminates Spouse of Deceased Veteran Who Remarries Another After Veterans Death Can an individual who was previously married to a Veteran and has remarried claim the VA … Read more
REMARRIED SPOUSE NEEDS VA BENEFITS Introduction Basic Rule Remarriage has Ended Spouse at Least 57 and Remarriage after Certain Date Spouse at Least 57 and Claim Filed in 2004 Remarriage Annulment Divorce Vacation Conclusion Dear Mr. Miller: Introduction: My Mom is now in an assisted living facility and the cost is going to send her … Read more
The benefits available from the VA help many veterans through difficult periods of their life. The benefits may help veterans obtain a college education, transition to the civilian workforce, compensate for a disabling injury, or pay for home care during old age. However, the nature of most benefits is that they are time-sensitive; the veteran … 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
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.
Dear Mr. Miller: I own a 30% interest in a family corporation that holds real estate in California. Someone mentioned that I have to file some type ...
Dear Mr. Miller: My Dad is 70 and is badly in need of assisted living but the cost would quickly wipe him out. He has $3000 in SSI and another $1500...
Dear Mr. Miller: I know I need a Living Trust so that my $1.5 million house won’t go through Probate when I pass. I don’t want my two ...
