» Special Needs Lawyers Hosting Annual Special Needs Trust Community Seminar

Special Needs Lawyers Hosting Annual Special Needs Trust Community Seminar

Palo Alto, CA (Law Firm Newswire) February 22, 2013 – The special needs planning attorneys of Gilfix and La Poll Associates, LLP, invite the public to their upcoming Special Needs Trust Community Seminar on April 2, 2013.

This seminar is an event designed to provide up-to-date, reliable information about special needs trusts and public benefits eligibility for disabled individuals.

“Our annual Special Needs Trust Community Seminar focuses on the unique challenges each family faces in addressing the long-term needs of a special needs individual,” said Michael Gilfix, Palo Alto estate planning attorney. Mr. Gilfix, featured in national publications for his insight into the fields of estate planning and elder law, harnesses his special needs trust expertise when working with clients who want to ensure financial safety for a disabled child or other disabled family member who may be unable to work or live independently.

A special needs trust is a legal document which can provide that person with financial safety, without disturbing their eligibility for public benefits. In a special needs trust, assets are held in a way that keeps them exempt from assessment regarding eligibility for government benefits such as Supplemental Security Income (SSI) and Medi-Cal. Instead, those assets are used to supplement the public benefits, and can be used for services, education, recreation, and items that the public benefits system might consider “supplemental” and otherwise over and above what the government provides.

A special needs trust (sometimes called a supplemental needs trust) is one of the most important tools a family can use to help a loved one. A trustee is put in place to oversee the special needs trust, to ensure funds are properly disbursed and that the individual’s needs are met according to the dictates of the trust. The instructions of the trust can be as basic as funding residence and care, or as elaborate as paying for classes, outings, and activities which enhances the life of the individual under the trust.

The Special Needs Trust seminar, now in its ninth year, is April 2nd, 2013 at the Crowne Plaza Cabana in Palo Alto, CA, with two sessions: 2PM – 4PM and 6PM – 8PM, and is free to attendees. Also in attendance are numerous local organizations with helpful materials regarding their services. For information on the seminar or about special needs trusts, call (650) 493-8070 or (408) 971-7292.

To learn more, visit Gilfix & La Poll Associates LLP at http://www.gilfix.com/.

Gilfix & La Poll Associates LLP
2300 Geng Rd., Suite 200
Palo Alto, CA 94303
Telephone: (650) 493-8070
http://www.gilfix.com/

Facebook: Like Us!



  • Increasing focus on the “invisible patient:” it’s time to recognize and treat caregiver burden
    It has long been known that those who care for an elderly or incapacitated loved one can suffer physically, psychologically, financially and socially. These caregivers have been known for years in the medical community as the “invisible patients.” Little has been done for them. According to the New York Times, there are more than 40 […]
  • Estate planning and the single person
    Many discussions about estate planning revolve around couples and families. Yet a large percentage of Americans are single. Some are divorced, others are widowed and still others never married. Single people may want to adopt estate planning strategies that differ somewhat from those a married couple would use, depending on the situation. For example, an […]
  • Innovative Tech Companies Take on Autism
    In the United States, autism affects one in 68 children. But according to a recent report in The Economist, many American families wait months and even years to get a diagnosis, in part because doctors cannot keep up with demand. The average family does not get an autism diagnosis until two years after initial symptoms […]
  • Wealthy American Parents Face Inheritance Dilemma
    Can a large inheritance do more harm than good? According to a new article from the American Association of Retired People (AARP), many wealthy parents still struggle with decisions about how much money should be left to their children, and how that inheritance should be structured. Wealthy parents from Bill Gates to Sting have publicly […]
  • Planning for family — to protect family assets — during the holiday season
    As the holiday season approaches, the thoughts of many turn to family. It is a season of picking out gifts and planning celebrations for loved ones. This time of year can also be a reminder to consider long-term planning for our loved ones, and to consider the gifts that can last not just a season, […]

See other news sources publishing this article. BETA | Tags: , , , , , ,



Get headlines from Law Firm Newswire sent right to your inbox.

* indicates required