Why Powers of Attorney Need to be Reviewed and Updated…. Why is it so important to have a Power of Attorney for Finances? Consider the following story: Bill, a widower, and his son Tom, were in Jack’s office (their attorney) last year. Bill had a house with a potential capital gain of $250,000 (difference between … Read more
Elder Law Articles
Calilfornia Elder Law News Today Table of Contents QVap Trust: Having Your Cake and Eating It, Too! Power of Attorney & the VA Can a Remarried Spouse Claim a Veterans Benefit?
Did I Receive What I Was Supposed to From Mom? IntroductionThe Biggest Problem for Estates & The Solution You Will Not Receive Your Share of the Opening ValueAccountingReviewing the AccountingPurposes of the Accounting IntroductionDear Mr. Miller: My Mom died last year. She was worth $950,000 more or less with her condo and her bank … Read more
Don’t go broke in an Assisted Living Facility or with Private Duty Nursing! The VA can pay over $24,000 per year. Contact our office today! Schedule a free preliminary assessment of your VA Aid and Attendance (also known as the Non Service Connected Improved Pension Benefit) &/or Medi-Cal Long Term Care Benefit eligibility.* There … Read more
Senior Care Providers Who Support Our VA Pension Campaign Our mission: to let every senior know about the government VA Pension Program. The below listed firms help us succeed in this effort. Assisted Living Facilities* Atria Encinitas 504 S. El Camino Real, Encinitas, CA 92024 760-436-9990 Belmont Village 3535 Manchester Ave, Cardiff, CA 92007 760-436-8900 … Read more
A-B Trusts: Don’t Give Away the Capital Gains Step Up! Introduction A-B Trusts Explained Advantages Necessity of Periodic Review Capital Gain Explained Step Up for Decedent’s Trust Methods to Terminate Decedent’s Trust Avoiding Capital Gain on Decedent’s Trust after Death Conclusion Dear Mr. Miller: Introduction: I am a widower. My spouse died several years ago. … Read more
Introduction Existing Rules VA Pension Program Gifting Medi-Cal The New Proposed Rules Look Back Period Penalty Period Net Worth Limit Effective Date Conclusion Dear Mr. Miller: Introduction: My 91 year old Dad is running out of money and needs help to pay his bills. His finances were fine and then he had a stroke. That … Read more
Introduction QMap Trust Notary Public Acknowledgement Senior Citizen ID Card Application in Person Credible Witness Alternative Do It Now to Avoid Problems Later Dear Mr. Miller: Introduction: My Mom needs to apply for Medi-Cal. She is in a skilled nursing facility and it is costing $15,000 per month. That is about $12,000 more than she … Read more
SELLING A HOUSE OF A LONG AGO DECEDENT –FINDING THE DEATH CERTIFICATE… Introduction Title Insurance Company Involvement Death Certificate from County Clerk Death Certificate–Check Your Files Death Certificate–Prior Sale Death Certificate–Prior Purchase Death Certificate–In Person and Online Dear Mr. Miller: Introduction: My grandmother passed several months ago. We are now ready to sell her house. … Read more
Introduction Drug Coverage Keep Your Documentation Check Your Time Limits Final Thoughts Conclusion This is a continuing series of articles with a number of “parts.” Search for “Don’t Leave Home Without Them” and “Don’t Leave Home Without It” They are all categorized “Insurance” Introduction: We continue our discussion about my wife’s and my five day … 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!