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
Elder Law Articles
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
Dear Mr. Miller: I already have a Living Trust but I find that I have a rental property in Los Angeles that is titled just in my name, not the Trust. I called a local attorney to do a deed to put the rental in the name of the Living Trust. Since I was leaving … Read more
This is the second part of a two part article on dealing with Water Damage Claims. In Part 1 we discussed the “Players,” all the parties that are involved in a claim of this type. You can read Part 1 here. Endorsing the Checks The environmental testing companies Take Photos Keep Track of Payments Supplemental … Read more
Dear Mr. Miller: I read your article about claiming reimbursement from your insurance company for your Wife’s and your medical emergency in Argentina. Do you know anything about water damage in a house and dealing with the insurance claim? Any tips on that? Flooded Out Water Damage The insurance company The water remediation company The … 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 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
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!