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 moreWhat Can a Home Equity Loan Do for You? Introduction Long Term Care Use Features of Reverse Mortgages Misconceptions About Reverse Mortgages Qualifications and Amounts FTC Requirements What A Reverse Mortgage Specialist Can Do For You Introduction: For many seniors the equity in their home is their largest single asset, yet it is unavailable to … Read more
Calilfornia Elder Law News Today Table of Contents QVap Trust: Having Your Cake and Eating It, Too! Power of Attorney & the VA Can a Remarried Spouse Claim a Veterans Benefit?
Did I Receive What I Was Supposed to From Mom? IntroductionThe Biggest Problem for Estates & The Solution You Will Not Receive Your Share of the Opening ValueAccountingReviewing the AccountingPurposes of the Accounting IntroductionDear Mr. Miller: My Mom died last year. She was worth $950,000 more or less with her condo and her bank … Read more
A-B Trusts: Don’t Give Away the Capital Gains Step Up! Introduction A-B Trusts Explained Advantages Necessity of Periodic Review Capital Gain Explained Step Up for Decedent’s Trust Methods to Terminate Decedent’s Trust Avoiding Capital Gain on Decedent’s Trust after Death Conclusion Dear Mr. Miller: Introduction: I am a widower. My spouse died several years ago. … Read more
Introduction QMap Trust Notary Public Acknowledgement Senior Citizen ID Card Application in Person Credible Witness Alternative Do It Now to Avoid Problems Later Dear Mr. Miller: Introduction: My Mom needs to apply for Medi-Cal. She is in a skilled nursing facility and it is costing $15,000 per month. That is about $12,000 more than she … Read more
Introduction Drug Coverage Keep Your Documentation Check Your Time Limits Final Thoughts Conclusion 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 all categorized “Insurance” Introduction: We continue our discussion about my wife’s and my five day … Read more
Introduction Links to Prior Articles on this Subject Emergency Evacuation Insurance Evidence When Negotiation Breaks Down Bad Faith Resolution 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 all categorized “Insurance” Introduction: We continue our discussion about … Read more
Introduction Links to Prior Articles on this Subject Travel Insurance Package Three Main Claims Medical Insurance Trip Interruption Insurance Emergency Evacuation Insurance 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 all categorized “Insurance” Introduction: Once again … Read more
Introduction Credit Card Balance Limits Contacting the Credit Card Company Contacting a Friendly Financial Institution How to Protect Yourself Walking Around Money 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 all categorized “Insurance” Introduction: This month … Read more
Introduction US Medical Insurance Medical Costs How to Pay for Everything 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 all categorized “Insurance” Dear Mr. Miller: I read your article from last month in which you wrote … 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...
