Gifting with the Ability to Get It Back Introduction Tax Exemption Clawback The Dilemma Irrevocable Trust Gift and Death Tax Result Step Up in Basis Conclusion Dear Mr. Miller: I know there is a $5 million dollar gift tax exemption right now and that it goes away come January 2013. I am single and have … Read more
Step Up In Basis With A-B Trusts Printer Friendly Version 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 … Read more
What Does the New Estate Tax Law Mean to Me….. Part 1 Introduction History Exemption Amount What of the Future for the Exemption So What Should I do Introduction: You are probably aware that President Obama signed the Tax Relief Act on December 17, 2010. That law created a number of changes and updates that … Read more
A-B Living Trust can have flexibility when prepared by qualified attorneys Answer A-B Trust In General Low Price vs. Flexibility Power of Appointment Question Dear Mr. Miller: All of this talk has convinced me that Trusts can save my family a lot of money. My wife and I have accumulated about $1.5 million, most of … 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.
- 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!