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

DON’T LEAVE HOME WITHOUT THEM!–Part 6

By merv,

Introduction Links to Prior Articles on this Subject Travel Insurance Package Three Main Claims Medical Insurance Trip Interruption Insurance Emergency Evacuation Insurance 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: Once again  … Read more


DON’T LEAVE HOME WITHOUT THEM!–Part 5

By merv,

Introduction Credit Card Balance Limits Contacting the Credit Card Company Contacting a Friendly Financial Institution How to Protect Yourself Walking Around Money 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: This month  … Read more


DON’T LEAVE HOME WITHOUT THEM!–Part 4

By merv,

Introduction US Medical Insurance Medical Costs How to Pay for Everything 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” Dear Mr. Miller: I read your article from last month in which you wrote  … Read more


DON’T LEAVE HOME WITHOUT THEM–Part 3

By merv,

DON’T LEAVE HOME WITHOUT THEM – Part 3 Introduction Insurance to Have Smart Phone Currency Conversion Translator WiFi Calling Text Messaging EMail Internet Browser Flashlight Contacts Passwords VPN Power Adapters   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  … Read more


THE HOUSE DOC IS INTERFERING WITH MEDI-CAL

By merv,

The House Doc is Interfering with Medi-Cal… Introduction Knowing Medi-Cal Rules is an Advantage Reducing Medi-Cal Share of Cost Johnson v Rank Replacing the Physician Residents Have Rights Dear Mr. Miller: My Dad is in a nursing home. He has $5000 in monthly income. The nursing home is costing $6000 per month. He has qualified  … Read more


Should My Eldest Child Be the Successor Trustee?

By merv,

Introduction Qualities of the Ideal Successor Trustee You Never Know Ultimately Who Will Be the Beneficiary Duties With Income and Expenses Duties with Distribution Options for Selecting Successor Trustees Who Can Help You Decide The One Decision Method Not to Use Dear Mr. Miller: Introduction: I am about to revamp my Living Trust. When it  … Read more


Can An Irrevocable Trust Be Changed?

By merv,

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


Things That Go Bump in the Night…

By merv,

In honor of the recent Halloween holiday, I thought I’d talk about the scariest part of it: the tricks.  Elderly individuals, even with estate plans, are frequently the victim of financial abuse by caretakers, children, and living facilities.  Even independent trustees and attorneys have been known to take advantage of their clients’ estates for all  … 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


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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