I visited a networking breakfast last week and learned something new! Do you know what a Geriatric Care Manager is? I do, but I didn’t know what sets them apart from other long term care professionals. I recommend Geriatric Care Managers to many of my clients because I know how valuable it can be to … Read more
Elder Law Articles
(Having trouble viewing the video? *see below) This story is incredible — A fitting way to say thanks to WWII Vets! This video was posted on Youtube with the request to forward it to as many as possible by Memorial Day 2011. Although Memorial Day has passed, Freethink Media continues to promote this video for an upcoming … Read more
This past Tuesday a bipartisan group of senators known as the “Gang of Six” unveiled their 10-year $3.7 trillion deficit-reduction plan. Under the Gang of Six’ deficit plan, reportedly, the Community Living Assistance Services and Support (CLASS) Act, the voluntary long-term care insurance program instituted by healthcare reform, would be repealed before it began. None of … Read more
A daughter came in the other day to inquire about VA benefits for her mother. Mom had just moved into an assisted living facility and her income was not enough to cover the cost of care. The daughter knew that her dad had served in the military during a time of war. She had spent months trying to apply … Read more
Some say that since Congress raised the amount individuals can leave their heirs to $5 million and spouses can combine their exemptions up to $10 million without incurring estate or gift taxes, the A-B Trust is obsolete. This Wall Street Journal article: Does Your Trust Need a Tune up? discusses some of the issues. While there … Read more
I routinely advise my clients on how to store the original estate planning documents I have prepared for them. But there are other important documents that should be protected. The Wall Street Journal’s Weekend Investor just posted an article on the topic. You may also find helpful Good Housekeeping’s list of what to keep, what … Read more
Costs for assisted living homes vary greatly. These costs are dependent on the size of rooms, amenities, services provided, and location. Estimating cost is important. But so is understanding what happens if your personal funds are depleted. The American Healthcare Association’s National Center for Assisted Living publishes a free online guide. This will help you budget … 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 … Read more
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 could just distribute everything to herself and her brother. She didn’t want to go through all of the gobbeldey gook and wanted to get this all done in … 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!