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
Elder Law Articles
Dear Mr. Miller: I think I waited too long. My husband and I have been residing at an assisted living facility for a few years. We’ve been able to handle the costs up until about 6 months ago. That’s when he started needing more help–much more help. He can’t walk anymore, can’t take a shower … Read more
Dear Mr. Miller: My Dad is getting on in years and does not have a Will or a Trust. And he’s not exactly penniless, either. He’s worth about $1.5 million with his house, bank account, and stocks and bonds. If the fear of needing a Probate when he dies weren’t enough complication, he wants to … Read more
Dear Mr. Miller: My uncle died recently and I am his closest relative. He had a $50,000 bank account at a local bank. I took care of my uncle for several years and I know he wanted me to have the money. Unfortunately, my uncle’s bank is not my bank. I want to get access … Read more
Dear Mr. Miller: I’m all alone now. My husband of 39 years passed a few months ago. Thank goodness for my kids who have been helping me through this very difficult time. My husband handled all of the finances, investments, and insurance matters. Don’t get me wrong. I’m not stupid; actually I’m a college graduate. … Read more
Dear Mr. Miller: I am so upset with California, they are making us turn somersaults in order to qualify for Medi-Cal. My wife is in a skilled nursing home, it’s costing $14,000 per month and we are slowly going broke. So we applied. They want all of our financial records (bank accounts from each bank, … Read more
Dear Mr. Miller: I am getting worried that I am setting things up for a real problem. My wife and I, both well over 80, are fortunate; we have $3 million in investments–basically securities. We have a beautiful house worth maybe $1.5 million in San Diego. My wife knows nothing about investments so I … Read more
Dear Mr. Miller: I haven’t seen my attorney in 15 years. That’s when he did our trust. At that time, my husband and I had $75,000 in the bank and not much else. Now we have a San Diego house that has appreciated nicely over the years, $200,000 in the bank, some IRA’s and 401K’s … Read more
Dear Mr. Miller: My wife and I have an A-B Trust from the late 90’s. We have about $2.5 million split equally between the house and securities & cash. There is now an $11.2 million death tax exemption. Do we still really need that type of trust? Planner Death Tax Exemptions Portability of Exemption Disadvantages … 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
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!