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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AVOIDING CAPITAL GAINS TAX WITH A-B TRUSTS

By merv,

When Hell Freezes Over I’ll Hire an Attorney Introduction Capital Gains and the QTip Election House Sold for Less Than Fair Market Value County Property Tax Increase and Non Pro Rata Distribution Distribution Disputes and Liability Conclusion Dear Mr. Miller: Introduction: Ok, my Dad just died. I’m in charge of taking care of everything and  … Read more


Why Can’t I Wait 2 Years After Dad Died to Settle His Estate?

By merv,

Introduction Keeping Things Less Expensive and Simple(r) Deadlines & Annuities IRA’s Death Tax Exemption Disclaimer A-B Trust Divisions Valuations Conclusion A Survival Guide for Those Left Behind: The Price of a Loved One’s Dying Done Right… Dear Mr. Miller: Introduction: My Dad died last month. I really don’t want to go through the bother of  … Read more


What Do I Do When a Beneficiary Sends His Check Back?

By merv,

Introduction Liability for Wrong Decision Disclaimer Receipt Deposit with County Written Instructions Bank Account for Beneficiary Abandoned Property Conclusion Dear Mr. Miller: Introduction: I am tying up my Dad’s estate. He died a few months ago owning a house in Northern California and $45,000 in the bank. The Trust directed that the house was to  … Read more


Am I Entitled to Anything?

By merv,

When a death in the family is imminent, potential beneficiaries often want to know what they will receive and when.  It is a natural part of wanting to plan one’s own finances and, when other family relationships are strained, to make sure others are not taking advantage of an ill family member.  However, speaking to  … Read more


Should I Disinherit an Heir?

By merv,

We typically think of estate planning in the affirmative, as in who are we going to give our assets to upon our deaths.  However, sometimes one of the most difficult estate planning decisions couples make is who not to give assets to, particularly when the person is your child.  Deciding to disinherit someone is never  … Read more


You Want What Going Where?

By merv,

One of the many benefits of planning your estate in advance is the flexibility inherent in the documents, particularly in trusts.  You can change the character of property ownership, transfer property during life and after death, and have your assets managed seamlessly through incapacity and after death.  However, sometimes the amount of flexibility allowed in  … Read more


Where the Lottery Meets the Estate Tax…

By merv,

There are several newly minted millionaires as a result of Wednesday’s Powerball drawing who now have a number of new estate planning considerations on their plate that may not have been relevant before, including estate tax.  For married individuals with high net worths, the A-B trust has long been a staple of their overall estate  … Read more


Head in the Sand Administration…

By merv,

Following the death of a loved one, there are a large number of tasks that must be completed.  Among the first is to determine whether there is a will or trust and to locate it.  If the decedent has engaged in preplanning, there may even be instructions regarding burial or cremation in the documents.  Depending  … 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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