In what is quickly becoming a semi-annual display in governmental incompetence (this is the fourth since 2011), we are bracing once again for a government shutdown, debt ceiling debate, and budget crunch. The government will shut down due to its failure to create a budget on October 1, 2013, if it has not created one … Read more
Elder Law Articles
Power of Attorney Not What Daughter Expected Introduction Living Trust vs Living Trust Package Medi-Cal Recovery and the House Solution to Medi-Cal Recovery Statutory Financial Powers of Attorney Advantages and Disadvantages of Statutory Form Customization for Gift Giving Power What Attorney Should Cover in Interview Conclusion Dear Mr. Miller: Introduction: Last month my father had … Read more
In the wake of yet another mass shooting tragedy, my heart goes out the victims and their families following the shooting that occurred last Monday at the Navy Shipyard in Washington, D.C. This tragedy is perhaps more striking due to some of the seemingly irregular circumstances involved: the gun appears to have been purchased legally … Read more
When a death in the family is imminent, potential beneficiaries often want to know what they will receive and when. It is a natural part of wanting to plan one’s own finances and, when other family relationships are strained, to make sure others are not taking advantage of an ill family member. However, speaking to … Read more
We are holding workshops October 8 and October 10 at Shadowridge Country Club. You can afford the best care without going broke! Do You Know the VA’s & Medi-Cal’s Hidden Secrets for Obtaining Benefits? This workshop focuses on the two government benefit programs that can help in this area and their best kept secrets. These … Read more
Amidst the continued attempts to repeal or defund Obamacare, California is moving ahead with Covered California, the new state-run health insurance exchange, which could have a major impact on Californians’ health care insurance options. It is important for you to be aware of the provisions of Obamacare that apply to you, particularly if you are … Read more
The rights and benefits conferred on married couples by various federal and state entities are being expanded in new and, occasionally, surprising ways. It is still true, of course that heterosexual marriages are the ultimate legal couple, with the broadest rights available to them. However, with the recent Supreme court decisions overturning the Defense of … Read more
When you create your revocable living trust as part of your estate plan, the trust is only worth the assets actually contained within it. For most individual estate planners, their primary concern is whether the real estate is properly funded into the trust. This means that, typically, all property, wherever located, must be titled in … Read more
The value of your assets is important at nearly every stage of your estate planning process. Knowing the value of your estate in terms of it gross value, which is the total value of all your assets added together, and its net value, which is the gross value minus any debts, can help determine what … Read more
Preparing an application for benefits from the VA, such as VA Aid & Attendance Non-Service Connected Disability pension or other benefits, can be an onerous task for the uninitiated. Recently, the federal government has asked that veterans seek the advice of accredited professionals to help with the claims process, citing that properly completed applications may … 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!