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
Elder Law Articles
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Workshop Schedule VA’s Best Kept Secret Workshops VA Webinar Times and Dates do sometimes change, so please check back often! The VA’s Best Kept Secret–Veterans Can Receive over $23,000 per year. Call the Facility Now for Reservations! Space is limited! March 23, 2011 6pm @ Emeritus Escondido 1351 E. Washington Ave., Escondido, CA 760-741-3055 May … Read more
Dying with Dignity! You can Retain Control…California’s new Right to Die Law Workshop–Do You Know the Hidden Traps to this Law? When do You Qualify and When don’t You? Click here for more information Click here for schedule Don’t Go Broke in a Nursing Home Workshops–Do You Know the VA’s & Medi-Cal’s Hidden Secrets … Read more
law offices of merwyn j. miller 191 calle Magdalena, suite 270, encinitas, San Diego County, ca 92024, 760-436-8832 Why Is it So Involved to Settle an Estate? Introduction What Needs to be Done Level of Formality Illustration Moral Introduction: A daughter appointed to handle her deceased Mom’s $700,000 estate recently asked me if she … Read more
This document may come within the term “advertisement,” pursuant to Rule 7.3 of the Proposed California State Bar Rules of Prof Conduct. FREE VA Aid & Attendance &/Or Medi-Cal Long Term Care Benefit Assessment Don’t go broke in an Assisted Living Facility or with Private Duty Nursing! The VA can pay over $24,000 per year. … Read more
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
When Is a Couple Legally a Couple? California State Law Purposes Veterans Benefits Medi-Cal Income Tax This seems like such an easy question, but it isn’t. Why? Because it depends on for what issue one asks this question. And there are numerous issues for which one could ask this question. The most frequent areas for … Read more
What Can a Home Equity Loan Do for You? Introduction Long Term Care Use Features of Reverse Mortgages Misconceptions About Reverse Mortgages Qualifications and Amounts FTC Requirements What A Reverse Mortgage Specialist Can Do For You Introduction: For many seniors the equity in their home is their largest single asset, yet it is unavailable to … Read more
Why Powers of Attorney Need to be Reviewed and Updated…. Why is it so important to have a Power of Attorney for Finances? Consider the following story: Bill, a widower, and his son Tom, were in Jack’s office (their attorney) last year. Bill had a house with a potential capital gain of $250,000 (difference between … 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!