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 been active in the area of VA Pension and Medi-Cal for well over a decade. He uses various specialized types of Trusts as well as non-trust strategies to gain eligibility for his clients and save the family money.

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Probate & Estate Administration

Mr. Miller has been settling estates (both simple and complex) for well over 40 years. The starting point is always to create a strategy to settle the estate in the most efficient manner possible with a minimum of taxes. Often times the strategy created allows the family to bypass Probate Court proceedings.

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Elder Law Articles

As this tax season draws to a close…

By merv,

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

Well, It’s Not Getting Any Prettier!

By merv,

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

Newsflash: Women have different bodies!

By merv,

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

Let’s Get Real about Death and Taxes!

By merv,

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

Are you there God? It’s me, the Question Mark!

By merv,

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

What are you saving for retirement? Now, Double it!

By merv,

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

A Shocking Tale of the Military’s Past…

By merv,

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!

By merv,

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

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