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 moreIn the wake of a number of national tragedies, the gun control debate has made mental illness one of the focal points of the debate. However, mental illness is a much larger issue than a few national news stories. For many, suffering from mental illness is a daily war with themselves. In general, mentally ill … Read more
Most estate planning is centered around a few important goals: preserving as much of your estate for your heirs as possible, easing the transition of your assets, and preserving positive memories of your life. In most cases, a properly drafted trust can accomplish most of these goals. For example, by paying attention to the need … 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
Someone has won $590.5 million in a record Powerball drawing. So far, there are only two certainties about the winner: the person bought the ticket in Florida and the person has a lot of brand new tax issues to consider. In addition to the large chunk of money seized from the winnings for income tax, … Read more
Military service carries a number of benefits for veterans during and after their time in the service. As a nation we strive to take care of veterans, from education to medical care. As veterans, it is important to recognize and take advantage of the benefits that exist, such as VA Aid & Attendance Non-Service Connected … Read more
You’ve heard the expression, “He who pays the piper calls the tune.” Other similar iterations are “He who rents the flat chooses the curtains,” or simply, “The money talks.” Regardless of your choice of expression, they boil down to one thing: when money is involved, the person holding it makes the determination of how to … Read more
Southern California loves its cars. California’s traffic congestion is well-known throughout the country despite our extremely wide roads. Car companies specifically advertise to San Diego consumers with special car colors and SoCal editions of certain models. Like many of our other assets, cars may be worth next to nothing, or more than some people’s houses, … Read more
Inherently included in your estate plan will be some tax planning concepts. Even as the imposition of estate tax becomes less relevant for the vast majority of people, other tax questions are on the rise, both during estate planning and during trust administration. Particularly with increased taxation on investment income, conventional wisdom may prove to … Read more
The answer to this question will depend on a lot of your particular family and estate circumstances. A-B trusts are only useful for married couples. If you created your A-B trust for primarily non-tax purposes, then it may still be wise to keep the structure. For example, if you have children from prior marriages or … Read more
Since last year, the status of the Affordable Care Act (Obamacare) has been somewhat murky in media coverage. Many of the benefits of Obamacare have already been implemented. Security for health insurance plans, coverage of adult children until age 26, and the requirement that coverage be extended to individuals with pre-existing health conditions are among … 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...
