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 moreWorking with an Attorney! Do You Know How? Introduction Problem Difference Between a Typist, a Paralegal, and an Attorney Liability Conclusion Introduction: Margaret made an appointment with an attorney that she had never seen before. She was new to the area and needed to have her estate plan updated. When she sat down with the … Read more
As California moves forward with Medi-Cal expansion under the provisions of the Affordable Care Act, the state is worried that it may not have enough physicians to absorb the newly insured patients. As part of the Act, states are instructed to expand their Medicaid eligibility provisions, although some states are opting out of following instructions. … Read more
We are holding workshops July 31 and Aug 2 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
This week, as I and my family prepared our Independence Day festivities and enjoyed the fireworks (not the infamous 15 second ones!), I was reminded of why I do what I do. This country, like virtually all nations, is a product of war. Valiant service by our military was necessary to the success of the … Read more
Can One Appeal a Medi-Cal or VA Denial? Introduction So what happens when VA or Medi-Cal denies your claim? Why an attorney? How long does it take? My experience VA My experience Medi-Cal Introduction: Max was in a skilled nursing facility (SNF). The monthly cost was staggering–$20,000 per month! Sara, Max’s wife, was worried–how would … Read more
As the saying goes, “A bird in the hand is worth two in the bush.” The idea, of course, is that having something of value now is better than the promise of something in the future, even if the promise is technically for more. However, there are a number of cases in which this is … Read more
The Government Accountability Office (GAO) has recently released a series of reports regarding “pension poaching” and other malfeasance by certain individuals aiding veterans in qualifying for veteran pensions and VA Aid and Attendance. The report recounts stories of relatively financially secure veterans transferring assets in order to obtain benefits. However, as the New York Times … Read more
Introduction Probability of Needing Long Term Care Medicare Medi-Cal (Medicaid) VA Aid & Attendance Non Service Connected Disability Pension Complimentary Report Introduction: Ben and Sally were retired and looking forward to their golden years. They had faithfully put away enough that, when added to their social security and retirement pension, would allow them to live … Read more
If it’s V.A. benefits, I understand. The backlog of V.A. claims is astounding. Nearly 900,000 veterans who have applied for benefits are still awaiting approval. Over 65% of those claims have been outstanding for over four months. Additionally, the V.A. expects the backlog to grow to at least 1.2 million by the end of the … Read more
Medical costs have been rising consistently over the last several years, far outpacing inflation and driving many individuals into bankruptcy. There are a number of issues that lead to the problem. Advancements in medicine are expensive, the population is aging so medical care is more in demand, and poor preventative measures mean bigger ailments are … 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 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...
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 ...
