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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Are your benefits At Risk?

By merv,

As Congressional legislatures bully each other over proposed budgets, debt ceilings, and other financial priorities, the fate of many veterans hangs in the balance.  Indeed, the financial fate of over 5 million veterans is at risk.  The VA will run out of money by November 1st and will be unable to pay VA Aid &  … Read more

Don’t Go Broke In a Nursing Home!

By merv,

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

Are You Covered?

By merv,

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

Are We Legally a Couple NOW?

By merv,

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

What’s Title Got to Do with It?

By merv,

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

You Want What Going Where?

By merv,

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

Where the Lottery Meets the Estate Tax…

By merv,

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

There’s a Certificate for Medical Billing?

By merv,

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

How About Doing Someone Else’s Planning?

By merv,

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

How Much Power Have I Given?

By merv,

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

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

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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