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

Mr. 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.

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Probate & Estate Administration

Mr. 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.

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Irrevocable Trust Can Avoid Medi-Cal Recovery Claim


By merv,

  Filed under: Blog, Medi-Cal Benefits

A client  walked into my office the other day with an all too familiar story. His wife was in skilled nursing and the bills were adding up.  They would soon run out of money and need to apply  for Medi-Cal to pay the bill.  He said “We want our two children to inherit our home when we are gone.”He wanted to know if joint tenancy title would work to avoid a Medi?Cal recovery claim.

I told him that there were a variety of different methods for protecting his home but that joint tenancy was not one of them.  That came as a shock to him and probably would to many couples or individuals who are still relying on this simple approach to pass the property on to their children or other heirs.

Here’s the Medi-Cal analysis of the California Association for Nursing Home Reform.  It gets a little lengthy so here’s my analysis on Medi-Cal in general and the QMap approach we use to solve the Medi-Cal recovery problem along with the advantages and disadvantages of the various approaches.

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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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