Merwyn J. Miller

191 Calle Magdalena, Encinitas, CA

star star star star star
5.0 / 5
Avvo
5.0
info
Avvo rating
9 Reviews
Data reflects the status as of the latest update. Updates are typically done monthly.

License

License ID number: -

Licensed in: -

Year admitted: -

Education

1992
College for Financial Planning, MS-Masters
1988
Calilfornia Lutheran University, Financial Planner Professional Ed Prog Cert of Completion
1974
California Western School of Law, JD - Juris Doctor
1970
University of California - Los Angeles, BA - Bachelor of Arts

Last reviews

Overall rating
star
star star star star star
5.0 9 reviews
Avvo 5.0

Anonymous

star star star star star
28 Apr, 2022
Contacted three highly regarded local attorneys for guidance around settling an estate with out-of-state assets and residency. One office didn't return my call. The second office cancelled our initial consult on learning of out-of-state assets. Merv personally contacted me back for details of the estate situation. He followed through with a thoughtful and professional (free) consult despite clear evidence I'd instead need to use an out-of-state attorney. He patiently answered numerous questions, put me at ease, and provided counsel that aided me immensely. When it is time to review or revise my own estate planning Merv will be the first person I call.
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Elizabeth

star star star star star
22 Jun, 2021
Mr Miller was so accommodating assisting me previously, I was confident he would be equally helpful . We discussed the pros and cons in layman’s terms. All my concerns were addressed to my satisfaction. His staff was genuinely helpful in all aspects, as well.This was all done following Corvid guidelines and his concern for safety. All Documents were signed digitally, and Notary physically visited my home to finalize. The new Trust documents were delivered FedEx to my home in a professional and organized binder. Can’t thank Mr Miller enough for his kind services and surely recommend for any Estate Planning.
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David

star star star star star
26 Jun, 2018
My father, now deceased for close to a quarter of a century, was meticulous. He spent months looking for an estate lawyer he could trust. He settled on Merwyn a year or so before his passing. He did not have a large estate but he was particular about how he wanted it passed on especially how he wanted it set up for my mother who survived him by more than a decade. Merwyn was successful. It was only natural that my wife and I used Merwyn to establish our trust a decade or so ago. And just this year we had our family trust reviewed and updated to ensure our estate would pass to our direct descendants with as little as possible ending up in federal or state coffers. Neither my wife or I will be around to see how we succeeded, but I have faith, based on my experience with my parents estate, that we will meet our goals with Merwyn’s help.
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Top review highlights

Pros
1
Experienced and knowledgeable in estate planning and veteran affairs
“For over 3 decades Mr. Miller has helped me with both my business and personal legal affairs. I also am friends with many veterans who praise his work in the field of Veterans Affairs.”
2
Provides personalized and professional service
“Mr. Miller, pro bono, graciously helped me try to obtain VA benefits for my ailing husband. While our circumstances did not qualify us for the benefits we had hoped for, Mr. Miller was very kind, diligent and thorough in his efforts to help us.”
3
Successful in helping clients achieve their legal goals
“It was only natural that my wife and I used Merwyn to establish our trust a decade or so ago. And just this year we had our family trust reviewed and updated to ensure our estate would pass to our direct descendants with as little as possible ending up in federal or state coffers.”
Cons
1
Complex and lengthy process for obtaining VA benefits
“While our circumstances did not qualify us for the benefits we had hoped for, Mr. Miller was very kind, diligent and thorough in his efforts to help us.”
2
Difficulty dealing with the VA
“After a long and frustrating experience with the incompetence of the VA, Mr. Miller prevailed and a benefit was awarded.”

Publications

2022:
CEB Practiontioner, Understanding the Required Tax Filings for Decedent's, Trusts, and Estates
2022:
CEB Practitioner, Beneficiary's Receipt on Distribution for Out of Court Trust Settlements
2022:
CEB Practitioner, Correction Deed (Gov. Code 27361.6)
2022:
CEB Practitioner, How to Correct A Deed Transferring Real Property Into A Trust
2022:
CEB Practitioner, Correction Affidavit for Real Property Deed (Government Code §27201(c)(1)(c)
2022:
CEB Practitioner, How to Prepare an Inventory and Appraisal for a Trust
2022:
CEB Practitioner, How to Provide Notice of Death to Department of Heath Care Services and Franchise Tax Board
2022:
CEB Practitioner, How to Set Up a Trust Administration File
2022:
CEB Practioner, Beneficiary's Receipt on Distribution for Court-Settled Trust Accountings
2014:
AFFC Publications, Don't Go Broke in a Nursing Home (San Diego Edition)
2013:
NAELA News, Merv's 5 Rules for Running a Micro Practice
2011:
NAELA News, Converting to Paperless: A Trusts & Estates Attorney's Perspective
2007:
In Your Service: The Veteran's Friend, The QVap Trust: Have Your Cake & Eat It, Too
2006:
Continuing Legal Education-National Business Institute, How to Draft Effective Wills & Trusts for Your Clients in California
2003:
Law Office Computing, Converting to Paperless---A Trust & Estate Attorney's Perspective
1996:
North County Times, Newspaper Column: Real Estate and The Law
1995:
Blade Citizen Newspaper, Newspaper Column: Real Estate and the Law
1977:
Understanding California Real Estate Law, Book used at numerous community colleges for Real Estate Licensee Prerequisite Course
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