Dear Mr. Miller: I want to leave a gift in my trust to my alma mater. And gifts to 10 other institutions. Between $20,000 and $50,000. As to my alma mater, I would like it to be used for a scholarship for undergraduate history students who have a grade point average of between 2.25 … Read more
Dear Mr. Miller: I am going to make it short and simple: How do I take title with my wife on a house we are about to purchase? This seems like such a simple concept and yet, the real estate broker and escrow officer just give me a list and ask me to choose. I … Read more
Dear Mr. Miller: I’ve read some of your articles on fixing A-B Trusts to avoid the capital gain tax on the B Trust assets. Problem is that both of my parents are gone now and an attorney told me that the B Trust didn’t have the right provisions in it to allow what you’ve called … Read more
Step Up In Basis With A-B Trusts Introduction Step Up In Basis Rule Decedent’s Trust Step Up Death Tax Focus Changing the Focus to an Income Tax One Getting Help Dear Mr. Miller: My Dad passed a few months ago. My Mom preceded him back in 2000. They had one of those A-B Trusts. You … Read more
Dear Mr. Miller: I just received a tax bill from the county tax assessor for $10,000 more than it should be. Something is wrong! What can I do? My Mom died 5 years ago. I inherited the house. It’s been rented out for some time. This is the first property tax bill I have received. … 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 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
Introduction Use the Proper Expert Experts You Will Need Selecting an Attorney Tax Advisor CPA Enrolled Agent Registered Tax Preparer Financial Advisor Trust Companies & Banks Certified Financial Planner Dear Mr. Miller: Introduction My husband just passed and I am worried—really worried. Do we have money? Yes, I think so. The problem is, I really … 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
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
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
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!