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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Real Planning for Real Families…


By merv,

  Filed under: Blog, Estate Planning

There is a wealth of good estate planning information, especially on the internet.  Additionally, it is really easy to find fill in the blank estate planning forms from service providers such as LegalZoom or, more recently, TaxAct.  However, one size does not fit all in the estate planning world; there are a number of ways attorneys can help you shape your plan to deal with your family’s unique needs and goals.  In fact, by cutting corners on your estate plan now, your heirs could pay a huge price in the future.

Government Benefits
As part of your plan, you should consider your Medi-Cal eligibility in case it becomes necessary during your life.  By planning in advance for your eligibility, you may be able to limit or eliminate cost recovery  against your estate and avoid depleting all of your assets.   If you are a war-time veteran, you may also want to consider planning for VA Aid & Attendance Non Service Connected Pension benefits.  By gaining eligibility, you may save your family over $24,000 per year on long-term care!  In order to get the most out of your Medi-Cal or VA Aid & Attendance benefit, special trusts like QMap and QVap trusts may allow you to retain certain income tax benefits on your home.  Similarly, if any of your heirs receive government benefits, you should plan to protect their continued eligibility.

Pets
Pets are not unique members of a family; many people own them and want to care for them after their demise.  However, the problem with planning for pets after death is the word “own.”  They are considered property and may legally be disposed of similarly to any other property.  However, many families and elderly pet owners enjoy the love and companionship their pet provides and would be devastated to learn that their pet was turned into a shelter or kicked out on the street.  By naming a person to care for the pet who agrees to do so and setting aside money for your pet’s care, you can ensure that your pets are cared for properly.  Additionally, you should make sure that the individuals charged with administering your property are on board with your decision to continue caring for your pet.

Minor Children
Have you thought of what would happen to your children if you and your spouse died?  Who will care for them and raise them with the values you wish to instill?  How much access will your guardians have to your assets and for what purposes?  By thoughtfully considering your children’s future and your goals with respect to leaving an inheritance, limiting the burden on their guardians, or providing for tuition, you can ensure that your minor children are protected in your absence.  Dealing with the loss of their parents would be difficult enough without being embroiled in court proceedings!

Your family is unique and requires a plan that meets your specific needs.  Don’t sell yourself or your family short by buying one-size plans.  Meet with an attorney who you trust and create a plan that works for you!

Estate Planning: The Price of Organization, Rewards, Gifts, and Wondrous Tax Things… FREE REPORT: This complimentary report, focused on Estate Planning, is comprised of many of Mr. Miller’s articles from his long running column for the largest regional newspaper in San Diego County. This report will guide you through the questions surrounding getting your estate planning in order.

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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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