Online resource center to help you explore these key issues, and others, regarding your estate.

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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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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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Payment for Service Rendered!

By merv,

  Filed under: Blog, Elder Law, Veteran's Benefits

This week, as I and my family prepared our Independence Day festivities and enjoyed the fireworks (not the infamous 15 second ones!), I was reminded of why I do what I do.  This country, like virtually all nations, is a product of war.  Valiant service by our military was necessary to the success of the Revolutionary War, and the creation of the longest-standing government of its kind: The United States of America.

Throughout our history, we have sought to protect national ideals of freedom and equality, which formed the basis of the Constitution and the Declaration of Independence.  The philosopher John Stuart Mill said, “War is an ugly thing, but not the ugliest of things. The decayed and degraded state of moral and patriotic feeling which thinks that nothing is worth war is much worse.”  It is this mode of thinking that has sent our nation to war on numerous occasions to defend our ideals and promote our national identity.  However, our wars always come at a great cost to our military members.  This price is paid by relatively few members of our society.  Their payment comes in the form of death, injury, mental illness, and long-term mental and physical trauma.

For these reasons I was reminded to honor our service men and women this Independence Day and remind myself that as the sky lit up with the booming fireworks display, we have current service members experiencing skies lit with firing weaponry.  It is only right that we should repay our military for the traumas of war.

The VA. Aid and Attendance Non Service Connected Pension is only available to war-time veterans.  If you or a loved one is ill or disabled and served during any war period, that person may be eligible to claim over $24,000 per year to help offset the cost of housing and long-term care.  The illness or disability is not required to be service-related.  For example, a war-time veteran suffering from Alzheimer’s may be able to qualify for Aid and Attendance pension.  Additionally, the veteran did not have to be deployed into war.  It is enough to have served during a recognized war period.

The pension is intended to help veterans who might otherwise be unable to pay for their own long-term care.  As a result, income, assets, and other factors will be considered when determining whether the veteran is eligible.  Interested veterans should contact an attorney accredited by the Veterans Administration for assistance with the forms and the claim process.  Beware of companies proposing to take a share of a successful pension claim or buy out the pension for a lump-sum payment.  Such schemes are being investigated by the federal government.

If you believe you might be eligible for assistance, do not hesitate to get going on the paperwork.  It often takes months to obtain a favorable result.  If you believe you might be eligible in the future, it is possible to do some planning for your eligibility, through such actions as creating a QVap Trust.  Either way, remember that you earned this benefit.  It’s our way of saying thank you.

I hope everyone had a happy and safe 4th of July!

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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