Online resource center to help you explore these key issues, and others, regarding your estate.
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 moreMr. 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 moreMr. 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 moreDear 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
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
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
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
Dear Mr. Miller: My Dad is 70 and is badly in need of assisted living but the cost would quickly wipe him out. He has $3000 in SSI and another $1500 in pensions. The facility is quoting $8000 so he’d be digging into his savings at the rate of $3500 per month. And his savings … Read more
Dear Mr. Miller: I know I need a Living Trust so that my $1.5 million house won’t go through Probate when I pass. I don’t want my two sons to have to pay those S.O.B. attorneys just to get my house. I’m going to put the oldest in charge. Although they don’t get along, the … Read more
Dear Mr. Miller: My third husband died a few months ago. He was my caregiver as I have been an invalid for 4 years. I am not sure what to do now as a full time caregiver is going to cost close to $10,000 per month and I just don’t have that much money coming … Read more
Dear M. Miller: My Dad passed over a year ago. He was living in a Continuing Care Retirement Community (CCRC). He paid a hefty fee when he originally entered, about $350,000. My understanding was that 75% of that would be refunded when he passed. When I first inquired about the refund, the CCRC said they … Read more
Dear Mr. Miller: My Dad, mentally, is just not what he used to be. To the extreme! He has now lost over $100,000 to senior fraud. He received a call last month from a person who claimed to be an attorney in Canada. The person explained that my uncle was in jail for drunk driving … Read more
Dear Mr. Miller: I’m concerned about making sure that my kids carry out my wishes. I have a Living Trust so what I want to occur after I’m gone is laid out. But what about if I’m in an accident or have a stroke and can no longer function mentally? How do I know that … Read more
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.
Dear Mr. Miller: My mother is 82 and still lives alone. Over the last year, she has become noticeably more forgetful. She repeats stories, sometimes f...
Dear Mr. Miller: My mother passed away recently, and I have been named the Successor Trustee of her trust. I expected to be sad after losing her, but ...
Dear Mr. Miller: About ten years ago, my husband and I paid an attorney to create a Living Trust. We signed all the documents and put them in a safe p...
