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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One-Stop Benefits Shop…

By merv,

  Filed under: Blog, Veteran's Benefits

In the effort to continually make access to benefits easier for veterans, the eBenefits website has grown to be a useful tool for many of today’s veterans.  The website was originally created in response to the “Walter Reed Army Medical Center neglect scandal.”  In 2007, the Washington Post published a series of articles describing the conditions, management, and bureaucracy at Walter Reed and exposing the difficulties many recent war veterans faced in getting care.  President George W. Bush responded by appointing an investigative commission who recommended the eBenefits portal.  At the time, the website was conceived for wounded veterans and their spouses  and families to access care.

These days eBenefits is so valuable that all new recruits are automatically enrolled.  In 2009 Robert Reynolds, director of the Veterans Administration Benefits Assistance Service, saw the need to create access to a wide range of benefits for veterans, including the VA Aid & Attendance Non-Service Connected Disability Pension, and the GI Bill.  He thought that if wounded veterans could be benefitted by the system, there was no reason it couldn’t be used to benefit all personnel.  With enrollment in the program, you can track pension payments, receive correspondence, and learn about other programs for which you may be eligible.  Additionally, the website attempts to streamline the application process by preventing errors with auto-fill.

Activating your account and familiarizing yourself with the website may help you with your planning for benefit eligibility as well.  For example, the website will keep track of your military personnel records.  Family members may also enroll, providing access to necessary records when benefits are claimed on behalf of a spouse.  The website is continuing to expand its functionality; by next year military medical records should be accessible through the service.  Additionally, the system should alert you when you become eligible or are about to become ineligible for benefits based on your age or your status.

For recent retirees, it may be beneficial to create your account; for active-duty personnel, an account will be required within the next year.  Your account will give you access to automatically generated eligibility letters and will include some limited mobile access like a directory of local VA and Defense installations and other popular features.  Over time, many of the routine benefits available to military personnel, retirees, and veterans should not require much bureaucracy or paperwork for service.  Other benefits, such as Aid & Attendance, which are means-tested will still require a process in order to determine eligibility.

As the use of eBenefits becomes more widespread, the process of obtaining benefits should be easier and run more smoothly.  The website can also be an effective tool to store your wishes for other estate planning purposes, such as your Advance Healthcare Directive (AHCD) and allows for permissions for these purposes.  Speaking with a qualified VA accredited attorney can help you determine whether you qualify for benefits, such as Aid & Attendance, whether you require advance planning for such programs, and how the eBenefits portal can help you and your family apply for, obtain, and manage your benefits.

VA Aid & Attendance–How Can I Correctly Choose Help for my Application Process?  FREE REPORT:  This complimentary report focuses on the various kinds of people one can consult when applying for the Veterans Aid & Attendance benefit. Who one chooses can mean the difference between success and failure. Remember, if you are denied, you may not be able to reapply for up to a year or longer. Download our complimentary report for a behind the scenes look at the different types of people you can consult and the dirty underbelly of the Veterans Aid & Attendance industry.

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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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Dear Mr. Miller: I have a question about travel insurance.  I am traveling to Europe late this year and I am so confused as to what to purchase and h...


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