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 morePreparing 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
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
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
Surviving spouses are eligible for a number of benefits after the death of their spouse. There are estate tax benefits, such as the marital deduction allowing estate tax-free transfers to the surviving spouse, a simplified probate procedure (the spousal petition), and the list goes on. Most benefits are available only to surviving spouses who are … Read more
Introduction Problem Current Law Net Worth Test Income Test Net Worth Strategies New Law Changes Income Strategies Annuities Effective Date Conclusion Introduction: The Veterans Aid & Attendance Non Service Connected Disability Benefit can be a god-send to families trying to afford the costs of assisted living or in home care. Most of the cases that … Read more
For those who require assistance with daily activities, such as eating, bathing, and moving around, some of the cost of care can be covered through the VA Aid & Attendance Non-Service connected disability pension. Although the benefit can be very helpful, topping out at over $24,000 per year in assistance, it can also be difficult … Read more
We are holding workshops July 23 and July 25 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
Don’t Leave Home Without It—-Travel Insurance–Part 2 Introduction Non-Emergency Medical Evacuation Insurance How To Purchase Geographic Coverage of Medical Expense Policies How Much To Purchase Where To Purchase This is a continuing series of articles with a number of “parts.” Search for “Don’t Leave Home Without Them” and “Don’t Leave Home Without It” They are … Read more
In 2011, California lawmakers passed AB 97, which would cut Medi-Cal reimbursement rates by 10% beginning June 2011. The California Hospital Association (CHA) and other Medi-Cal providers sued, alleging that the cuts violated other state and federal laws relating to appropriations, healthcare, and agency procedure. Since that time, the CHA has been successfully keeping the … 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.
Part One: What Is Fair? Dear Mr. Miller: I have three adult children and am struggling with how to divide my estate. My oldest daughter has done very ...
Dear Mr. Miller: My husband and I recently completed our estate planning. We now have a Living Trust, Wills, Powers of Attorney and other documents. O...
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...
