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 moreDying 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
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
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
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...
