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
Now that Election Day is behind us, it is time to get back to the working toward resolving the real issues of our times. All of the incumbents, whether re-elected or not, have a major task facing them before they end their terms in January: avoiding sequestration and the fiscal cliff. Additionally, as California’s ballot … Read more
When you create an Advance Healthcare Directive (AHCD) as part of your complete estate plan, you are often asked to imagine the unimaginable. Some attorneys will give you several options for end of life decisions, such as preserving your life as long as possible at one end of the spectrum and denying all attempts to … Read more
As the Medicare and Medicaid debate continues to unfold, everyone seems to agree that, for people who need the government healthcare programs, the programs are literally vital and no one wants to turn their backs on recipients. However, everyone also agrees that the programs, and healthcare in general, are getting too expensive. As a result, … Read more
The Opening Ceremony for the Olympics was a testament to British culture, documenting its triumphs and failures. In an unorthodox move, Danny Boyle, the director of Slumdog Millionaire and the Opening Ceremony, chose to spend a significant amount of time highlighting the two crowning achievements of the United Kingdom as he sees them: children’s literature … Read more
Happy Valentine’s Day to you and your loved ones! Valentine’s Day was created to remind us to cherish our loved ones, and to spend a lot of money on cards, flowers, and stuffed animals. For our purposes, though, we will focus on the former. We are all familiar with the old grade-school rhyme: First Comes … Read more
Justice can be an expensive thing. It is the process of presenting evidence in Court and having the court decide in your favor, i.e. receiving a court judgment. A court judgment is a public acknowledgment that you are right and the other side is wrong. This then usually results in your receiving a just reward … Read more
Just recently we discussed what it means to fund a living trust. It involves transferring the title of your assets from your name to the name of your living trust. For example, a married couple’s bank account might say John & Jane Smith, joint account holders. To transfer it to a living trust John & … 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!