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 morePlanning your own funeral may seem like a daunting task, but it is also an area rife with problems for surviving family members. We often think about how an estate plan may affect our loved ones and whether it will create strife. However, particularly when a parent dies, siblings may have trouble determining how “nice” … Read more
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
As a military town, San Diego is being hit particularly hard by the ongoing government shut down. Veterans who have been awaiting disability benefits for months may now be forced to wait longer while no one works on approving their claims. The VA has ceased mandatory overtime and, although it expects to continue issuing checks … Read more
Power of Attorney Not What Daughter Expected Introduction Living Trust vs Living Trust Package Medi-Cal Recovery and the House Solution to Medi-Cal Recovery Statutory Financial Powers of Attorney Advantages and Disadvantages of Statutory Form Customization for Gift Giving Power What Attorney Should Cover in Interview Conclusion Dear Mr. Miller: Introduction: Last month my father had … Read more
In the wake of yet another mass shooting tragedy, my heart goes out the victims and their families following the shooting that occurred last Monday at the Navy Shipyard in Washington, D.C. This tragedy is perhaps more striking due to some of the seemingly irregular circumstances involved: the gun appears to have been purchased legally … Read more
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
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
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
Preparing an application for benefits from the VA, such as VA Aid & Attendance Non-Service Connected Disability pension or other benefits, can be an onerous task for the uninitiated. Recently, the federal government has asked that veterans seek the advice of accredited professionals to help with the claims process, citing that properly completed applications may … Read more
I Have the Solution, But No One Has the Authority to Carry Out the Solution! Introduction Who Has the Authority Life Expectancy Long Term Care Insurance and Reverse Mortgage Medi-Cal Net Worth Limit Loan Not a Gift Mom Does Not Have Authority Statutory Powers of Attorney Gift Giving and Self Dealing Power Court Action Moral … 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...
