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 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
Dear Mr. Miller: I just received a tax bill from the county tax assessor for $10,000 more than it should be. Something is wrong! What can I do? My Mom died 5 years ago. I inherited the house. It’s been rented out for some time. This is the first property tax bill I have received. … Read more
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
Introduction Definitions Substitution Clause Conservatorship Health Care Surrogate Care Manager Mediation Dear Mr. Miller: Introduction: I’ve been thinking. My Dad named my sister as his power of attorney both for financial and medical. He did not name me, or anyone as a backup. He really didn’t give a reason, just said that was what he … Read more
Introduction A-B Trusts Explained Death Tax Goal Portability of Exemption A-B Trust Capital Gain Problem County Property Tax Double the Parent-Child Exclusion Conclusion Dear Mr. Miller: Introduction: I hope you can help. My husband and I have some large real estate holdings in the central valley of California. We want to pass them on to … Read more
Introduction Use the Proper Expert Experts You Will Need Selecting an Attorney Tax Advisor CPA Enrolled Agent Registered Tax Preparer Financial Advisor Trust Companies & Banks Certified Financial Planner Dear Mr. Miller: Introduction My husband just passed and I am worried—really worried. Do we have money? Yes, I think so. The problem is, I really … Read more
Workshop Schedule VA’s Best Kept Secret Workshops VA Webinar Times and Dates do sometimes change, so please check back often! The VA’s Best Kept Secret–Veterans Can Receive over $23,000 per year. Call the Facility Now for Reservations! Space is limited! March 23, 2011 6pm @ Emeritus Escondido 1351 E. Washington Ave., Escondido, CA 760-741-3055 May … Read more
Dying with Dignity! You can Retain Control…California’s new Right to Die Law Workshop–Do You Know the Hidden Traps to this Law? When do You Qualify and When don’t You? Click here for more information Click here for schedule Don’t Go Broke in a Nursing Home Workshops–Do You Know the VA’s & Medi-Cal’s Hidden Secrets … Read more
This document may come within the term “advertisement,” pursuant to Rule 7.3 of the Proposed California State Bar Rules of Prof Conduct. FREE VA Aid & Attendance &/Or Medi-Cal Long Term Care Benefit Assessment Don’t go broke in an Assisted Living Facility or with Private Duty Nursing! The VA can pay over $24,000 per year. … Read more
What Can a Home Equity Loan Do for You? Introduction Long Term Care Use Features of Reverse Mortgages Misconceptions About Reverse Mortgages Qualifications and Amounts FTC Requirements What A Reverse Mortgage Specialist Can Do For You Introduction: For many seniors the equity in their home is their largest single asset, yet it is unavailable to … 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: I own a 30% interest in a family corporation that holds real estate in California. Someone mentioned that I have to file some type ...
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...
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 ...
