» 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!



  • California caregiver law aims to prevent elder abuse
    The law seeks to enhance the safety of elderly and disabled people who receive private home care services from a caregiver who assists them with daily tasks. Senior citizens can often be vulnerable to abuse, whether it is physical, sexual, mental or financial. Elder abuse can happen not just in a nursing home or other […]
  • Robin Williams’ family battles over estate
    Robin Williams’ widow Susan Williams settled out of court a lawsuit over the late actor’s estate last year. The highly publicized dispute with his children revolved around an estate worth an estimated $100 million. Disagreements over trusts and wills between family members tend to be fraught with strong emotions and can quickly escalate. Although a […]
  • Michael Gilfix, National Experts Form Trump Policy Analysis Group
    THE TRUMP POLICY ANALYSIS GROUP (TPAG) – FOCUSING ON OLDER AMERICANS AND THOSE WITH SPECIAL NEEDS The Trump Policy Analysis Group (TPAG)1 has convened to consider probable changes in law that will affect older Americans and those with special needs. Initial TPAG focus is on entitlements, public benefits, tax, special needs planning, and veterans’ benefits. […]
  • Three mistakes parents of special needs children should avoid
    Parents of special needs children hope to provide their offspring with financial security and the care they need. However, even with the best of intentions they risk making mistakes that could have costly, long-term consequences for their child. One such estate planning mistake involves disinheriting the child to ensure their eligibility for key government benefits […]
  • National Gilfix & La Poll Article on Multigeneration Strategies and “New Economy” Services
    At Gilfix & La Poll, we take pride in innovating new ways to serve our estate planning clients. We recently published an article in Estate Planning magazine covering two ways in which we build beneficial relationships with our clients that address modern, timely issues. The first is helping clients take advantage of “new economy” services. […]

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



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

* indicates required