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 moreDear Mr. Miller: My Dad is getting on in years and does not have a Will or a Trust. And he’s not exactly penniless, either. He’s worth about $1.5 million with his house, bank account, and stocks and bonds. If the fear of needing a Probate when he dies weren’t enough complication, he wants to … Read more
Dear Mr. Miller: I am getting worried that I am setting things up for a real problem. My wife and I, both well over 80, are fortunate; we have $3 million in investments–basically securities. We have a beautiful house worth maybe $1.5 million in San Diego. My wife knows nothing about investments so I … Read more
Dear Mr. Miller: I haven’t seen my attorney in 15 years. That’s when he did our trust. At that time, my husband and I had $75,000 in the bank and not much else. Now we have a San Diego house that has appreciated nicely over the years, $200,000 in the bank, some IRA’s and 401K’s … Read more
Dear Mr. Miller: My wife and I have an A-B Trust from the late 90’s. We have about $2.5 million split equally between the house and securities & cash. There is now an $11.2 million death tax exemption. Do we still really need that type of trust? Planner Death Tax Exemptions Portability of Exemption Disadvantages … Read more
Introduction Joint Tenancy Avoids Probate Need for an Attorney Whose Family Will Ultimately Get the House Debts Mortgage Liability Capital Gain Disadvantage Conclusion Dear Mr. Miller: Introduction: My Dad has been living with a woman for a number of years. He has owned his house long before he ever met her and that is where … Read more
Introduction Definitions Substitution Clause Conservatorship Health Care Surrogate Care Manager Mediation Dear Mr. Miller: Introduction: I’ve been thinking. My Dad named my sister as his power of attorney both for financial and medical. He did not name me, or anyone as a backup. He really didn’t give a reason, just said that was what he … Read more
Introduction A-B Trusts Explained Death Tax Goal Portability of Exemption A-B Trust Capital Gain Problem County Property Tax Double the Parent-Child Exclusion Conclusion Dear Mr. Miller: Introduction: I hope you can help. My husband and I have some large real estate holdings in the central valley of California. We want to pass them on to … Read more
Why Powers of Attorney Need to be Reviewed and Updated…. Why is it so important to have a Power of Attorney for Finances? Consider the following story: Bill, a widower, and his son Tom, were in Jack’s office (their attorney) last year. Bill had a house with a potential capital gain of $250,000 (difference between … 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 Qualities of the Ideal Successor Trustee You Never Know Ultimately Who Will Be the Beneficiary Duties With Income and Expenses Duties with Distribution Options for Selecting Successor Trustees Who Can Help You Decide The One Decision Method Not to Use Dear Mr. Miller: Introduction: I am about to revamp my Living Trust. When it … 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: I own a 30% interest in a family corporation that holds real estate in California. Someone mentioned that I have to file some type ...
Dear Mr. Miller: My Dad is 70 and is badly in need of assisted living but the cost would quickly wipe him out. He has $3000 in SSI and another $1500...
Dear Mr. Miller: I know I need a Living Trust so that my $1.5 million house won’t go through Probate when I pass. I don’t want my two ...
