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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Probate & Estate Administration


Estate Administration is the legal process by which a person’s debts are paid and assets distributed upon death. Estate administration includes the probate process as well as the administration of trusts and other non-probate transfers to ensure the estate is distributed appropriately and with a minimum of tax impact.

Services may include:
»  Probate of wills, collection of decedent’s assets, payment of debts, calculation and payment of estate taxes, trust funding and asset distribution;
»  Advice to minimize estate and income taxes for the estate and its beneficiaries;
»  Advice regarding timing and structure of sale or disposition of estate assets, to include business interests; and
»  Preparation of Federal and State “Estate Tax” returns, which are required for all estates over a certain exemption amount (see Estate Tax), which is $1.5 million in 2005 (generally including life insurance).

Post Mortem List

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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