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: 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: Your article on dealing with a water damage claim was excellent. I hear so much about identity theft, do you have any tips on that? (READ: Dealing with a Water Damage Claim Part 1, Part 2) Worried Consumer The Theft Alert After the Fact Remediation Prevention Bank Account Numbers Dear Worried: … Read more
A giant of a man died last week. No really, compared to me (5’5″ at best), he was about 6’3″ or so. But he was also a giant in my career. As we go through life’s journey there are many people who help you along the way—no one makes it completely on their own. For … Read more
Dear Mr. Miller: I have seen a lot of articles about Trusts that didn’t work. I only have a house, and IRA of $750,000, and securities of $250,000. I’m 45 years old, married with two teenage daughters. How do I know if mine will work and what happens if it doesn’t? Worried Trust Owner Qualified … Read more
Dear Mr. Miller: I want to leave a gift in my trust to my alma mater. And gifts to 10 other institutions. Between $20,000 and $50,000. As to my alma mater, I would like it to be used for a scholarship for undergraduate history students who have a grade point average of between 2.25 … Read more
Dear Mr. Miller: I am going to make it short and simple: How do I take title with my wife on a house we are about to purchase? This seems like such a simple concept and yet, the real estate broker and escrow officer just give me a list and ask me to choose. I … Read more
Dear Mr. Miller: I’ve read some of your articles on fixing A-B Trusts to avoid the capital gain tax on the B Trust assets. Problem is that both of my parents are gone now and an attorney told me that the B Trust didn’t have the right provisions in it to allow what you’ve called … Read more
Dear Mr. Miller: I already have a Living Trust but I find that I have a rental property in Los Angeles that is titled just in my name, not the Trust. I called a local attorney to do a deed to put the rental in the name of the Living Trust. Since I was leaving … Read more
This is the second part of a two part article on dealing with Water Damage Claims. In Part 1 we discussed the “Players,” all the parties that are involved in a claim of this type. You can read Part 1 here. Endorsing the Checks The environmental testing companies Take Photos Keep Track of Payments Supplemental … Read more
Dear Mr. Miller: I read your article about claiming reimbursement from your insurance company for your Wife’s and your medical emergency in Argentina. Do you know anything about water damage in a house and dealing with the insurance claim? Any tips on that? Flooded Out Water Damage The insurance company The water remediation company The … 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: 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 Wil...
Dear Mr. Miller: Your article on dealing with a water damage claim was excellent. I hear so much about identity theft, do you have any tips on th...
A giant of a man died last week. No really, compared to me (5’5″ at best), he was about 6’3″ or so. But he was also a gi...
