I Have the Solution, But No One Has the Authority to Carry Out the Solution! Introduction Who Has the Authority Life Expectancy Long Term Care Insurance and Reverse Mortgage Medi-Cal Net Worth Limit Loan Not a Gift Mom Does Not Have Authority Statutory Powers of Attorney Gift Giving and Self Dealing Power Court Action Moral … Read more
Elder Law Articles
Choosing an estate planning attorney is frequently a stressful experience. Beyond the typical questions of competence you might ask your attorney to determine whether he can provide the service you need; you need to feel comfortable confiding in your attorney about your personal, family, financial, and health circumstances. All of these topics are uncomfortable to … Read more
We typically think of estate planning in the affirmative, as in who are we going to give our assets to upon our deaths. However, sometimes one of the most difficult estate planning decisions couples make is who not to give assets to, particularly when the person is your child. Deciding to disinherit someone is never … Read more
One of the many benefits of planning your estate in advance is the flexibility inherent in the documents, particularly in trusts. You can change the character of property ownership, transfer property during life and after death, and have your assets managed seamlessly through incapacity and after death. However, sometimes the amount of flexibility allowed in … Read more
There are several newly minted millionaires as a result of Wednesday’s Powerball drawing who now have a number of new estate planning considerations on their plate that may not have been relevant before, including estate tax. For married individuals with high net worths, the A-B trust has long been a staple of their overall estate … Read more
The quagmire that is the medical billing process is confusing, to say the least. It is so confusing, in fact, that there are college courses specifically directed toward teaching people how to do it and entire jobs dedicated solely to medical invoicing. The medical industry is far from the standard consumer model where you choose … Read more
When planning your estate, considering your personal long-term needs is an essential part of the process. Determining whether you may qualify Medi-Cal benefits or VA benefits in the future helps to ensure financial stability if you have some long-term health issues. In order to effectively plan to qualify for these benefits, you may make a … Read more
Most estate plan packages include a Financial Power of Attorney (FPOA) and Advance Healthcare Directive (AHCD). These documents may be powerful, but they have their limitations. Understanding the role of each document in your estate plan is crucial to ensuring that the documents may be used properly and enforced if necessary. Banks are absolute sticklers … Read more
Gifts may come in a lot of different forms: you may be helping someone out with a bill payment, putting property into someone else’s name in order to avoid probate, or giving a no-strings attached offer to someone. Regardless of the nature of the gift, if you are providing someone with something of value without … 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!