Online resource center to help you explore these key issues, and others, regarding your estate.

Practice Areas

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.

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VA Pension/Aid & Attendance/Medi-Cal

Mr. 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.

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Probate & Estate Administration

Mr. 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.

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Have a Trust that Owns Part of A Corporation, LLC, Limited Partnership? Can You Afford a $182,000 Fine?

By merv,

Dear Mr. Miller: I own a 30% interest in a family corporation that holds real estate in California.  Someone mentioned that I have to file some type of form with the Federal Government.  I thought Living Trusts didn’t need government approval and certainly not the Federal Government.  What’s going on? Can I just ignore this  … Read more

What Do I Do if I Get Hacked?

By merv,

Dear Mr. Miller: I need your help.  I just received notice that one of the websites with whom I do business was hacked.   The bad guy got into everyone’s accounts and stole credit card information, personal IDs, everything.  What do I do? Panicked Social Security Numbers Credit Feeze E-services Block/Direct Deposit Fraud Prevention Block  … Read more

Mortgage Bonfire–Is it Wise?

By merv,

Dear Mr. Miller:  That’s how I have started this column since I first started writing it in the early 80’s.  But this is a situation that I have for myself.  We just paid off our mortgage.  My wife wants to have a mortgage bonfire and several of my bank’s employees have joined with her in  … Read more

What to Do When Mom Has Too Many Accounts!

By merv,

Dear Mr. Miller: For months I have been working with my Mom to determine and gain control (through the power of attorney that she gave me) of all of her investments.  She has a number of them with several different brokerage houses, in addition to annuities and life insurance policies.  Maybe 15 different contact points,  … Read more

About Living Trusts

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.

Merwyn J. Miller, J.D.

  • Board Certified Specialist in Estate Planning, Trust & Probate Law
  • Co-Author of legal text book and of “Don’t Go Broke in a Nursing Home
  • Teacher of law courses at public and private colleges
  • Continuing Education Instructor for attorneys
  • Columnist for largest regional newspaper in San Diego County and professional journals for 15 years, Contributing author to the book “In Your Service: The Veteran’s Friend”
  • Masters Degree in Financial Services - Estate Planning

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