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.

Learn more
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.

Learn more
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.

Learn more

Elder Law Articles

VA Aid & Attendance Rules Changes: Solutions…

By merv,

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

Getting Dad to the Lawyer; What Not to Do…

By merv,

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

Where’s the Insurance Policies? What Insurance Policies!

By merv,

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

A-B Trusts: What are the Advantages

By merv,

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

Did New Wife Pull a Fast One?

By merv,

Introduction Joint Tenancy Avoids Probate Need for an Attorney Whose Family Will Ultimately Get the House Debts Mortgage Liability Capital Gain Disadvantage Conclusion Dear Mr. Miller: Introduction:  My Dad has been living with a woman for a number of years.  He has owned his house long before he ever met her and that is where  … 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

I Lost a Good Friend!

A giant of a man died last week.  No really, compared to me (5’5″ at best), he was about 6’3″  or so.  But he was also a gi...


Previous Next
Free Consultation

Call 760-389-1308

Math Captcha 5 × 8 =