Online resource center to help you explore these key issues, and others, regarding your estate.
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.
Learn moreMr. 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.
Learn moreMr. 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.
Learn moreDear Mr. Miller: I haven’t seen my attorney in 15 years. That’s when he did our trust. At that time, my husband and I had $75,000 in the bank and not much else. Now we have a San Diego house that has appreciated nicely over the years, $200,000 in the bank, some IRA’s and 401K’s … Read more
Dear Mr. Miller: My wife and I have an A-B Trust from the late 90’s. We have about $2.5 million split equally between the house and securities & cash. There is now an $11.2 million death tax exemption. Do we still really need that type of trust? Planner Death Tax Exemptions Portability of Exemption Disadvantages … Read more
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.
Dear Mr. Miller: I’m in my 90s now. I’m proud to say that I am worth $4 million. I’ve had a Trust for years. I have two kids, ...
Dear Mr. Miller: My Mom is in a skilled nursing facility in California. Not only is her memory completely shot, she really has no idea which way is up...
Dear Mr. Miller: Last month you mentioned some problems that one can run into when creating a Living Trust or Will online or without an experienced at...
