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

Medi-Cal or MediCare…or Both?

By merv,

The Presidential debate has featured a lot on who stole what from Medicare and why.  However, as former President Clinton pointed out last night in his speech during the Democratic National Convention, many seniors and middle-class Americans qualify for Medicaid (Medi-Cal ) as well.  Additionally, as the former president asserted, much of the Medi-Cal benefits  … Read more

Texas Aborts Planned Parenthood!

By merv,

As the Democrats get their National Convention underway in Charlotte, NC this week, women’s health and Obamacare are top on the agenda.  As a result of recent claims made by Senator Todd Akin, abortion and family planning catapulted to the forefront of the national discussion.  In Texas, a federal judge recently allowed the Texas legislature  … Read more

Step Up In Basis With A-B Trusts

By merv,

Step Up In Basis With A-B Trusts            Printer Friendly Version Introduction Step Up In Basis Rule Decedent’s Trust Step Up Death Tax Focus Changing the Focus to an Income Tax One Getting Help Dear Mr. Miller: My Dad passed a few months ago. My Mom preceded him back in 2000. They had one of those  … Read more

Who is John Doe?

By merv,

Originally, John Doe was a person with an unreported off-shore bank account, who may be subjected to substantial tax penalties for failing to disclose their foreign assets.  However, for the last year the John Doe summons (which, essentially goes after people whose identities are unknown and unspecified), has been targeted toward people who failed to  … Read more

I Pay Less Than 15% and You Can Too!

By merv,

The calls for more Romney tax returns may be based in a lot of motives: playing politics, distraction, a desire to force the Republican nominee to live up to his father’s ideals.  Whatever the case may be, it certainly is not purely making an argument about the state of the tax structure, because enough can  … 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

Travel Insurance–Should You Get It?

Dear Mr. Miller: I have a question about travel insurance.  I am traveling to Europe late this year and I am so confused as to what to purchase and h...


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