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

Elder Law Articles

Table Of Contents Elder Law Newsletter

By merv,

Calilfornia Elder Law News Today Table of Contents QVap Trust:  Having Your Cake and Eating It, Too! Power of Attorney & the VA Can a Remarried Spouse Claim a Veterans Benefit?


Did I Receive What I Was Supposed to from Mom

By merv,

Did I Receive What I Was Supposed to From Mom? IntroductionThe Biggest Problem for Estates & The Solution You Will Not Receive Your Share of the Opening ValueAccountingReviewing the AccountingPurposes of the Accounting   IntroductionDear Mr. Miller: My Mom died last year. She was worth $950,000 more or less with her condo and her bank  … Read more


Errata Webinar

By merv,

We try to be as accurate as possible, but with all live performances, minor errors sometimes slip in.  At one point in the webinar, a statement is made that the telephone assistance by the VA results in erroneous answers in up to two-thirds of the calls.  According to a recent VA audit of themselves, the  … Read more


VA Pension Assessment

By merv,

Don’t go broke in an Assisted Living Facility or with Private Duty Nursing!  The VA can pay over $24,000  per year. Contact our office today!  Schedule a free preliminary assessment of your VA Aid and Attendance (also known as the Non Service Connected Improved Pension Benefit) &/or Medi-Cal Long Term Care Benefit eligibility.*   There  … Read more


ElderCare Firms

By merv,

Senior Care Providers Who Support Our VA Pension Campaign Our mission:  to let every senior know about the government VA Pension Program.  The below listed firms help us succeed in this effort. Assisted Living Facilities* Atria Encinitas   504 S. El Camino Real, Encinitas, CA  92024 760-436-9990 Belmont Village  3535 Manchester Ave, Cardiff, CA 92007 760-436-8900  … Read more


A-B TRUSTS DON’T GIVE AWAY THE CAPITAL GAINS STEP UP

By merv,

A-B Trusts: Don’t Give Away the Capital Gains Step Up! Introduction A-B Trusts Explained Advantages Necessity of Periodic Review Capital Gain Explained Step Up for Decedent’s Trust Methods to Terminate Decedent’s Trust Avoiding Capital Gain on Decedent’s Trust after Death Conclusion Dear Mr. Miller: Introduction: I am a widower. My spouse died several years ago.  … Read more


VETERANS’ BENEFITS AND PENALTY PERIODS…

By merv,

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


SOLVING THE NOTARIZATION NO DRIVER’S LICENSE PROBLEM

By merv,

Introduction QMap Trust Notary Public Acknowledgement Senior Citizen ID Card Application in Person Credible Witness Alternative Do It Now to Avoid Problems Later Dear Mr. Miller: Introduction: My Mom needs to apply for Medi-Cal. She is in a skilled nursing facility and it is costing $15,000 per month. That is about $12,000 more than she  … 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


DON’T LEAVE HOME WITHOUT THEM!–Part 8

By merv,

Introduction Drug Coverage Keep Your Documentation Check Your Time Limits Final Thoughts Conclusion This is a continuing series of articles with a number of “parts.”  Search for “Don’t Leave Home Without Them” and “Don’t Leave Home Without It”  They are all categorized “Insurance” Introduction: We continue our discussion about my wife’s and my five day  … 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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