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 moreIntroduction Basic Rule My Daughter’s Conundrum Why Legal Advice Is Necessary County Property Tax Liability Conclusion Dear Mr. Miller: Introduction: My Dad recently died and I’m in charge of tying up the loose ends. My CPA told me that all I need to do is record a document with the county recorder to change title … Read more
Introduction Probate and IRA’s Tax Effect of Trust Being Owner IRA–Take as Lump Sum Trust as Beneficiary–Life Expectancy Birthday Problem/Look Through Rule Annuity Owned “Inside” the IRA Living Trust as Beneficiary of IRA vs. Beneficiary of Annuity Recommendation Dear Mr. Miller: Introduction: I have a Living Trust. Amongst my various assets I have a $750,000 … Read more
Introduction Long Term Care Insurance Did Not Pay Saving Money with Long Term Care Insurance Becoming Overwhelmed My Solution–an Individual Broker The Moral of the Story Introduction: Last week I got together with an old college friend. We hadn’t seen each other for years. Eventually we started discussing each other’s parents and how they were … Read more
Introduction VA Pension Rates Net Worth Limits Congress’ Approach to Make Changes Status of Congressional Bill Medi-Cal Medi-Cal Transfer Penalties Ultimate Answer Dear Mr. Miller: Introduction: My Dad is in assisted living and it is costing $4000 per month. He is a Korean War Vet. He only has $1800 monthly coming in from social security … Read more
What if I Lose My Original Documents? Introduction Where to Keep Estate Planning Documents Asset Locator Chart Client Reality Validity of Copies Solutions Ultimate Answer Dear Mr. Miller: Introduction: My Mom is getting ready to move into an assisted living facility. She is cleaning out the house?and that?s good. The income tax returns from 1954 … Read more
Introduction Health Care Directive Defined Take It With You Option Have a Friend Fax it to You DNR Situation Health Care Directive Digital Vaults Email–Free Alternative On Line Storage-Free Alternative Card In Your Wallet Dear Mr. Miller: Introduction: Mary and Ted had always wanted to take a cruise around the world. The date had finally … Read more
Acting as Mom’s Power of Attorney—-Did You Do the Most Important Thing First? Limitations Definitions Trigger Example I’m my Mom’s Power of Attorney and I want to make gifts on her behalf to myself and my three sisters. This will help her get qualified for Medi-Cal. I’m my Mom’s Power of Attorney–I can do anything … Read more
It’s that time of year again: Veterans Day! Veterans Day is a day of celebrating those who honorably served our country at home and abroad. On Monday, the annual Veterans Day parade will be held in downtown San Diego, specifically highlighting Vietnam veterans and commemorating 50 years since the war. Vietnam veterans have had particular … Read more
Am I Being Cheated? Why Would I want to File a Death Tax Return If I Don’t Have To? Introduction Death Tax Return Filing Requirements Reasons for Filing a Return Inflation and Appreciation Marital Deduction Deceased Spouse Unused Exemption Capital Gains Qtip Election Projections Qualified Specialist Dear Mr. Miller: Introduction: My husband passed earlier this … Read more
California pioneers industries and paves the way for modern marvels. From biomedical research and drone design and manufacture here in San Diego, to the film industry from our neighbors to the north and computer and internet technology in Silicon Valley, this state creates products and business models that set an example for the rest of … 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: My mother is 82 and still lives alone. Over the last year, she has become noticeably more forgetful. She repeats stories, sometimes f...
Dear Mr. Miller: My mother passed away recently, and I have been named the Successor Trustee of her trust. I expected to be sad after losing her, but ...
Dear Mr. Miller: About ten years ago, my husband and I paid an attorney to create a Living Trust. We signed all the documents and put them in a safe p...
