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 in San Diego, California

Mr. Miller has many years of experience in designing and implementing a comprehensive variety of wills, trusts and other estate planning documents, using strategies appropriate to each situation — from the basic to the most complex.

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Probate & Estate Administration

Mr. Miller has many years of experience in designing and implementing a comprehensive variety of wills, trusts and other estate planning documents, using strategies appropriate to each situation — from the basic to the most complex.

Learn more

Elder Law Articles

A-B TRUSTS DON’T GIVE AWAY THE CAPITAL GAINS STEP UP

By merv,

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


VETERANS’ BENEFITS AND PENALTY PERIODS…

By merv,

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


SOLVING THE NOTARIZATION NO DRIVER’S LICENSE PROBLEM

By merv,

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

By merv,

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


DON’T LEAVE HOME WITHOUT THEM!–Part 8

By merv,

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


DON’T LEAVE HOME WITHOUT THEM!–Part 7

By merv,

Introduction Links to Prior Articles on this Subject Emergency Evacuation Insurance Evidence When Negotiation Breaks Down Bad Faith Resolution 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  … Read more


DON’T LEAVE HOME WITHOUT THEM!–Part 6

By merv,

Introduction Links to Prior Articles on this Subject Travel Insurance Package Three Main Claims Medical Insurance Trip Interruption Insurance Emergency Evacuation Insurance 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: Once again  … Read more


DON’T LEAVE HOME WITHOUT THEM!–Part 5

By merv,

Introduction Credit Card Balance Limits Contacting the Credit Card Company Contacting a Friendly Financial Institution How to Protect Yourself Walking Around Money 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: This month  … Read more


DON’T LEAVE HOME WITHOUT THEM!–Part 4

By merv,

Introduction US Medical Insurance Medical Costs How to Pay for Everything 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” Dear Mr. Miller: I read your article from last month in which you wrote  … Read more


DON’T LEAVE HOME WITHOUT THEM–Part 3

By merv,

DON’T LEAVE HOME WITHOUT THEM – Part 3 Introduction Insurance to Have Smart Phone Currency Conversion Translator WiFi Calling Text Messaging EMail Internet Browser Flashlight Contacts Passwords VPN Power Adapters   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  … 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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