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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Attorney’s Fees Schedule

We are accepting new clients.  For many services in the estate planning arena, we generally quote a flat (as opposed to hourly) fee. If not a flat fee then we would work on an hourly basis. Because there are so many variables involved, and because we know the client wants to be aware of how the fees will be charged before retaining us, for many types of cases we typically offer a no charge, no obligation, complimentary consultation. This usually lasts approx. 30 minutes during which we can get to know each other and see if there is anything we can assist you with and whether you wish us to do so. At that meeting we can usually tell you how the fees would be charged and even provide a fee range estimate for your case (with the fee being pinned down at a subsequent meeting). Please see the “Our Approach” section of our page Working With Financial Advisorsfor details on how this all works. 

In any case, prior to retaining us, we would put this fee and the fee agreement in writing.

Settling an Estate of a Decedent
(Probate or non-Probate)———————————Varies

Please see my
FAQ “Does it Really Cost less to Settle an Estate in Which a Living Trust Was Used Rather than Just a Will?” for price ranges.

If you are interested, please give us a call at 760-436-8832 so we can discuss this further. 

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

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    In light of recent events, we have closed our physical office and our staff is continuing work remotely. We have web conference and telephone available to our clients. For more information, please reach out to us today.Contact us