Introduction Where to Get a Task List for Free Inventory Assets Marshal Assets The Tricky Stuff Summary Free Report Introduction: My Dad just died. My Mom passed a few years ago. My sister and I are the only beneficiaries and we will be inheriting approximately $500,000 each, made up of a house, stock and bonds, … Read more
Elder Law Articles
The Veterans Homes Fund could use your help. On your California income tax return (Form 540), you have the opportunity to donate all or some of your refund to various organizations. The CA Veteran’s Home Fund was added to income tax returns last year. In order to remain on the return, it must generate $250,000 … Read more
There are plenty of things that get better with time like fine wines and cheese. There are also plenty that do not necessarily improve with time: like unresolved family tension. These days, with the number of blended families, unresolved tensions lead to serious estate planning and administration problems. Even worse, the blended family issue can … Read more
Issues in women’s health have been hot in the news and the Republican presidential primaries lately. The current debate highlights a broader issue: women are different than men. Women suffer different medical problems and the same medical problems differently. Because March is Women’s History Month, the V.A. issued a number of articles and tips for … Read more
Over the years of my practice I have seen the specter of death taxes weigh over my clients and drive their estate plans. A lot of people have been confused about what estate taxes are and what they mean. If you ask me, rightfully so! The world of estate tax has been extremely tumultuous over … Read more
The U.S. Supreme Court recently heard arguments in the case of Astrue vs. Capato. The basic facts of the case are as follows: Ms. Capato married rather late in life in 1999 to a man who, shortly after was diagnosed with cancer. Because his condition was expected to be fatal, as it worsened he used … Read more
Typos, juxtaposed letters, mis-punctuated sentences. If you have ever read the corrections section of a newspaper, you know that no one is infallible. Unfortunately, sometimes the same is true about your attorney. What do you do when your lawyer makes a mistake on your vital documents (pun intended)? To start off, an ounce of prevention … Read more
No, really. We’re serious this time. You have probably been told over and over to increase your retirement savings. Increased lifespans and higher costs of living have contributed to increased projections for what you actually need for retirement. More recently the retirement accounts of many Americans have taken a beating as a result of the … Read more
An ongoing lawsuit filed in late 2010 is suddenly causing a stir nationwide. The lawsuit urges, among other things, the Department of Defense and the Department of Veterans Affairs to take action to approve V.A. benefits for veterans who were stationed at the Edgewood Arsenal in Maryland during the 1960s. So far, the government has … Read more
Selecting the Successor Trustee? More Difficult Than You Thought! Introduction The Job The Choices Family and Friends Trust Companies Negatives to Trust Companies Factors to Consider Who Can Help You Select a Trust Company Introduction: Bob and Lori were about to make an estate planning appointment with their attorney. They were discussing who should manage … 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!