Estate planning does not need to be simply about passing on the wealth you have accumulated during your life to your heirs. As Black Friday reminds us, this season is often marked by obsessive shopping and consumerism. It is easy to think of the next month as simply a time for buying. However, during the … Read more
Elder Law Articles
I hope you had a great Thanksgiving. Getting together with family and friends is always great. As another year draws nearer to a close and we have experienced the Thanksgiving holiday and its expression of gratitude for the things in our life, large and small, that bring us joy, I would like to take the … Read more
With the troubled economic times we have faced, many people believe that estate planning will be unnecessary. They offer reasons, such as “My house is under water so there will be nothing left,” or “I don’t have an estate.” Especially savvy legal consumers might say, “My estate is worth less than $150,000 so no probate … Read more
For many elderly individuals, the possibility of requiring a skilled nursing facility either for long-term care or following a health crisis is a very real concern. Skilled nursing tends to be very expensive; when it is required for long-term care, it can be financially devastating. Medicaid (Medi-Cal in California) provides some of the funding necessary … Read more
Now that Election Day is behind us, it is time to get back to the working toward resolving the real issues of our times. All of the incumbents, whether re-elected or not, have a major task facing them before they end their terms in January: avoiding sequestration and the fiscal cliff. Additionally, as California’s ballot … Read more
After the long-fought battles of World War I, the war was finally over at 11:00 on 11/11/1918 when Germany signed the Armistice. The next year, President Woodrow Wilson noted that November 11 would be a day of remembrance and in 1938, every November 11 became a national holiday. Over time, the holiday continued to evolve … Read more
Over the weekend “Frankenstorm,” also known as Hurricane Sandy after it merged with a Nor’easter ravaged the east coast and much of the Midwest with high winds, a lot of rain, snow, and sleet. Because so many San Diego residents are transplants, chances are good that you or someone you know is in the densely … Read more
In the effort to continually make access to benefits easier for veterans, the eBenefits website has grown to be a useful tool for many of today’s veterans. The website was originally created in response to the “Walter Reed Army Medical Center neglect scandal.” In 2007, the Washington Post published a series of articles describing the … Read more
Gifting with the Ability to Get It Back Introduction Tax Exemption Clawback The Dilemma Irrevocable Trust Gift and Death Tax Result Step Up in Basis Conclusion Dear Mr. Miller: I know there is a $5 million dollar gift tax exemption right now and that it goes away come January 2013. I am single and have … 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!