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 moreChoosing the people who will handle your affairs while you are seriously ill or when you are deceased is a deeply personal decision. You need to decide whom you trust to honor your wishes, determine what medical treatments you will or will not have, take care of your money and, possibly, your children. And you … Read more
Happy Valentine’s Day to you and your loved ones! Valentine’s Day was created to remind us to cherish our loved ones, and to spend a lot of money on cards, flowers, and stuffed animals. For our purposes, though, we will focus on the former. We are all familiar with the old grade-school rhyme: First Comes … Read more
In the ongoing effort to balance the state’s budget amid the economic downturn, the State of California decided late last year to cut Medi-Cal reimbursement rates by 10%. In the ongoing effort to preserve their fees, various professional organizations including the California Hospital Association sued. Last week U.S. District Judge Christina A. Snyder gave a … Read more
Nearly 49% of all marriages in the United States contained a remarried spouse and for the state of California it is believed to be even higher. It’s important that estate planning documents are updated and beneficiary designations on accounts such as annuities, life insurance policies and retirement plans are changed accordingly. If a person creates … Read more
Beginning last month veterans who qualified for V.A. Aid and Attendance Non Service Connected Pension finally saw an increase in their checks. Although most people feel the cost of living has certainly been rising since 2009, V.A. Aid and Attendance benefits were stagnant. Well, no more! The Congressional Budget Office recommended standard of living increases, … Read more
Do I Need an Attorney to Apply for Medi-Cal? Introduction Qualify the Easy Way Recovery The Problem Transmutation Agreement What Lawyers Accomplish Introduction: Those who wish to qualify for Medi-Cal (Medicaid outside of California) need to meet certain net worth requirements. California’s version allows the disabled spouse to have no more than $2000 while the … Read more
Last June we talked about California stepping up and strengthening it’s laws against elder abuse. As we’ve also discussed before, the bulk of the U.S. population lies with the baby boomers and the baby boomers are aging. The latest U.S. Census Bureau brief on data from the 2010 Census shows seniors increasing faster than the … Read more
Justice can be an expensive thing. It is the process of presenting evidence in Court and having the court decide in your favor, i.e. receiving a court judgment. A court judgment is a public acknowledgment that you are right and the other side is wrong. This then usually results in your receiving a just reward … Read more
When someone’s health declines to the point that care assistance is needed either in the home or in a facility, it quickly becomes apparent that the cost of this care is quite expensive. Many folks contact our office for information about and assistance with applying for public benefits for the payment of long term care … Read more
Just recently we discussed what it means to fund a living trust. It involves transferring the title of your assets from your name to the name of your living trust. For example, a married couple’s bank account might say John & Jane Smith, joint account holders. To transfer it to a living trust John & … 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.
Part One: What Is Fair? Dear Mr. Miller: I have three adult children and am struggling with how to divide my estate. My oldest daughter has done very ...
Dear Mr. Miller: My husband and I recently completed our estate planning. We now have a Living Trust, Wills, Powers of Attorney and other documents. O...
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...
