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 moreIntroduction Some Benefits of VA Irrevocable Trusts Powers of Appointment All Beneficiaries and Creator Agree Court Order Trustee Draw Out Power Conclusion Dear Mr. Miller: My Mom created an Irrevocable Trust a few years ago so she could qualify for the VA Aid & Attendance benefit. She transferred all of her money ($300,000) and house … Read more
Lawyers Make Big Deals Out of Nothing So They Can Charge Huge Fees Introduction Lying How Medi-Cal Works What Are Attorneys Really Trying To Do Doing It Legally Medi-Cal Reimbursement Perjury Penalty Dear Mr. Miller: Introduction: I figured out how you guys work–just look at the case and tell the client if he doesn’t hire … Read more
Introduction Questions Needing Answering Increasing the VA Disability Rating Retroactive Benefits Dept. of Defense CRSC Dept of Defense Requirements VA Aid & Attendance Medi-Cal & Financial Solutions Conclusion Dear Mr. Miller: Introduction: I’m writing this on Memorial Day when we honor all of the Vets. My Dad was a Vet of the Vietnam War. He … Read more
This deceptively simple question is most often phrased as a sentence: “I am going to sell the house.” Unfortunately, if the property does not belong to you, it is not enough to simply hire an agent and list the property, even when you have the authority to do so. Furthermore, it may be a mistake! … Read more
It seems that most people do not like going to the hospital. It is even more difficult to force someone else to go to the hospital when they need it. For one thing, going to the hospital frequently means that you are pretty ill or have suffered a pretty serious injury. For another, it is … Read more
Planning for benefits eligibility in old age makes good financial sense. Many people fear outliving their retirement accounts even without major expenses depleting their accounts. Unforeseen health expenses can deplete an estate rapidly, particularly if you need help with basic, daily tasks through regular home care or skilled nursing. When it comes to planning for … Read more
The Medi-Cal Share of Cost Is Breaking Me! Introduction Share of Cost Increasing the MMMNA Return on Expense Factors to Consider Use an Experienced Attorney Dear Mr. Miller: Introduction: Some might call me fortunate as my wife and I have $7000 of monthly income (mostly hers) what with our social security and retirement checks. But … Read more
Acting as Mom’s Power of Attorney—-Did You Do the Most Important Thing First? Limitations Definitions Trigger Example I’m my Mom’s Power of Attorney and I want to make gifts on her behalf to myself and my three sisters. This will help her get qualified for Medi-Cal. I’m my Mom’s Power of Attorney–I can do anything … Read more
California pioneers industries and paves the way for modern marvels. From biomedical research and drone design and manufacture here in San Diego, to the film industry from our neighbors to the north and computer and internet technology in Silicon Valley, this state creates products and business models that set an example for the rest of … Read more
Power of Attorney Not What Daughter Expected Introduction Living Trust vs Living Trust Package Medi-Cal Recovery and the House Solution to Medi-Cal Recovery Statutory Financial Powers of Attorney Advantages and Disadvantages of Statutory Form Customization for Gift Giving Power What Attorney Should Cover in Interview Conclusion Dear Mr. Miller: Introduction: Last month my father had … 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 ...
