Dear Mr. Miller: My Dad passed two years ago; my Mom died 10 years ago. He and Mom owned a house (at least I think they owned it) that Dad had inherited from his parents. My two brothers and I are the only living children. My sister died a few years ago with two children … Read more
My Mom just signed a new Living Trust. She lives in Northern California and has an estate of probably $2.5 million including her house. The Bill for the services says it is an “A/B” Trust. I asked her about this and she said that the service that drafted the document gave her a choice of … Read more
My Dad is somewhere between the” here and now” and not so much! Sometimes he recognizes my brother and me and sometimes not. Sometimes he discusses his finances with me and sometimes he has no idea what he owns or where he is. He owns a house with a mortgage of $250,000 and $500,000 in … Read more
Dear Mr. Miller: My Dad, 75, is living at home and has a hard time getting around. He needs help for most of the day but can still perform all of the “activities of daily living.” I know he is not going to get better and the future will probably require him to live at … Read more
Dear Mr. Miller: My husband and I are worried about Covid-19. We’ve reached the point where we need to have a Living Trust. We just want one to draw up the document and then we’re done–right? How do I know who to choose? Need Direction Living Trust vs Estate Planning Drafting vs Guidance Drafting vs … Read more
Dear Mr. Miller: I just heard that if I leave my three daughters my house and rental, the property taxes are going to shoot up. What gives? I thought Prop 13 guaranteed that they would get the same property tax bill that I did. Is there a solution? Doting Father Proposition 13 and Parent/Child Exception … Read more
Dear Mr. Miller: I have a Living Trust. Ok, so that makes me about like everyone else. But I am bothered as to what I have in the document. I have three kids, 9 grandkids, and 7 great grandkids; and there could be more eventually. The kids get the lion’s share, but we have the … Read more
Dear Mr. Miller: My Dad was in an accident several months ago. He and my brother had had an argument over the fact that my brother had stolen $150,000 from the family business. My Dad left the house to drive anywhere to get away from my brother. He ended up wrapping the car around a … Read more
Dear Mr. Miller: This Covid-19 situation has me really worried. What if my Husband or I are stricken with it and need an ambulance to get to the hospital? What about our Health Care Directives? The paramedics may need them when they arrive and the hospital will certainly need them in order to treat us. … Read more
What to Bring to The Hospital: Many of our clients and friends of the firm ask us how they can update their Wills and Trusts during these trying times. We continue to work with and advise clients remotely and can do so with you. Call us at 760-436-8832 with any questions. One question we continue … 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.
- 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
For over 3 decades Mr. Miller has helped me with both my business and personal legal affairs. I also am friends with many veterans who praise his work in the field of Veterans Affairs. I would describe him as knowledgeable, experienced, and very trustworthy.
Mr. Miller & Kristen were instrumental in helping me obtain the Veterans Pension Benefit, which has truly been “life-changing” for me! Their involvement was crucial to my qualifying and the successful submission of an application that was approved the first time through. There is no way I would have ever navigated this complex process without their expertise and guidance. It was a pleasure to interact with the staff. All of them were very professional and exhibited a caring/helpful attitude. I am so appreciative of their services. I hope every veteran is able to avail themselves of this wonderful program.
Grateful WWII Naval Veteran
Mr. Miller and his staff expertly handled the complex, intricate filing for a Veterans’ Aid and Attendance pension benefit for my elderly father. This benefit – though it took a seemingly very long time to be approved – turned out to be the sole way our family could possibly afford proper care for a brave vet who had entered the murky waters of dementia. Miller and his staff kept me briefed throughout the process and were instrumental in coaching me what to expect and when. And they were right!