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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Board


IS YOUR ATTORNEY BOARD CERTIFIED?
WHY SHOULD YOU CARE?

The goal of certification is to identify those attorneys who are true specialists by reason of education, experience, and proficiency.

Many Attorneys Do Not Have Specialized Training

Requirements to Be Certified as a Specialist

Does Your Attorney Have the Necessary Experience?

Recognition of Competence

Many Attorneys Do Not Have Specialized Training

An attorney certified as a specialist in San Diego Estate Planning, Trust, and Probate Law has completed extensive specialized legal education beyond that required to initially obtain a license to practice law. Many attorneys who claim to “do Living Trusts”, no matter how long they may have been in practice, do not have this specialized training.

Requirements to Be Certified as a Specialist

To be certified as a Specialist by the State Bar of California Board of Legal Specialization (you can access this official state agency’s web site to view the actual rules governing the program and various other data it has available), an attorney must have
•  passed a rigorous examination focused solely on issues in the Estate Planning,
Trust, and Probate field,
•  completed extensive legal education in this field, and
•  performed numerous specific tasks and techniques in this area of the law.

Does Your Attorney Have the Necessary Experience?

To be licensed as an attorney, an individual must pass the State Bar Exam. However, unlike physicians, there is no internship requirement. The attorney generally obtains his experience “on the job.” Whether that experience has been in Estate Planning, and the quantity and extent of that experience, is usually unknown to the client.

Recognition of Competence

Merwyn J. Miller is proud to have received the certification of the State Bar of California Board of Legal Specialization in the field of Estate Planning, Trust and Probate Law. This CERTIFICATION BY THE CALIFORNIA STATE BAR BOARD OF LEGAL SPECIALIZATION is an important recognition that Mr. Miller is truly qualified in his specialty.

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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06-24-2024

Travel Insurance–Should You Get It?

Dear Mr. Miller: I have a question about travel insurance.  I am traveling to Europe late this year and I am so confused as to what to purchase and h...

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