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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Elder Law Articles

How to Avoid Bad Estate Planning Ideas that Cost the Family Money! 

By merv,

Dear Mr. Miller: Last month you mentioned some problems that one can run into when creating a Living Trust or Will online or without an experienced attorney actually working with you.  Can you elaborate upon the examples that you gave? Interested Reader Bad Ideas Lead to Difficult and Expensive Post Death Settlements The Co-trustee Problem  … Read more


Are Online Living Trusts a Problem?

By merv,

Dear Mr. Miller: I’m a senior living in Southern California.  I have a house and $500,000 divided pretty equally between cash and securities.  I have two kids.   I don’t yet have a Will or a Living Trust and know that I should have one.   I can get one online for $350-450.  With an attorney it  … Read more


Do I Really Need a Living Trust?

By merv,

Dear Mr. Miller: My Dad has a really small estate and does have a Will.  He lives in one of the rural counties of California.  But my brother is telling me that if he doesn’t have a Living Trust we will have to go through Probate and will lose all our inheritance to the courts.   … Read more


Travel Insurance–Should You Get It?

By merv,

Dear Mr. Miller: I have a question about travel insurance.  I am traveling to Europe late this year and I am so confused as to what to purchase and how much to pay.  I hope you publish this question because I know a lot of people are interested in this subject. Careful Explorer Past Articles  … Read more


Medi-Cal and the Missing Beneficiary: Protecting Your IRA from Recovery…

By merv,

Dear Mr. Miller: I am 85 years old and live in an assisted living facility.  I understand that Medi-Cal no longer has any net worth requirements, but I am worried that after I die they can still get reimbursed from my assets.  Is that true? Beloved Curmudgeon Medi-Cal’s Helping Hand, But With Strings Attached IRAs:  … Read more


Have a Trust that Owns Part of A Corporation, LLC, Limited Partnership? Can You Afford a $182,000 Fine?

By merv,

Dear Mr. Miller: I own a 30% interest in a family corporation that holds real estate in California.  Someone mentioned that I have to file some type of form with the Federal Government.  I thought Living Trusts didn’t need government approval and certainly not the Federal Government.  What’s going on? Can I just ignore this  … 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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08-21-2024

Are Online Living Trusts a Problem?

Dear Mr. Miller: I’m a senior living in Southern California.  I have a house and $500,000 divided pretty equally between cash and securities. ...

Testimonials

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