» Timely And Creative Asset Protection And Long-Term Care Seminar Open To Public

Timely And Creative Asset Protection And Long-Term Care Seminar Open To Public

Palo Alto, CA (Law Firm Newswire) August 12, 2013 – Noted estate planning attorney Michael Gilfix is booked to speak at a comprehensive seminar on Asset Protection & Long-Term Care planning this August in Palo Alto, CA. The public is invited to attend.

Michael Gilfix, of Gilfix and La Poll, a leader in estate planning, tax planning, Medi-Cal planning, and special needs planning, is to speak about asset protection and long-term care planning. Topics covered will include Medi-Cal Planning, asset protection with focus on your residence, Veterans Administration benefits, and dynasty trusts. An invaluable book by Michael Gilfix, “Special Needs Trust Creation and Management Guide,” will also be available to attendees.

"Everyone fears the loss or exhaustion of their assets because of tax and long-term care costs and there are challenges if you have a special needs child," commented Palo Alto estate planning attorney Michael Gilfix. "We open up these informational seminars to the public to allow them to see what goes into crafting a secure asset protection plan, answer any questions, and work to address some of their specific concerns."

The estate planning attorneys at Gilfix and La Poll provide practical advice about how to structure long-term care planning, asset protection, and special needs trusts, and what pitfalls may occur without proper planning. No matter what income bracket, everyone can benefit from working with experienced estate planning attorneys to ensure their assets, savings, and retirement are as safe and secure as possible. For those with a special needs loved one, knowing that the future of a disabled child, or other disabled family member, can be secured with the ideal legal tool of a Special Needs Trust, one that provides them with a lifelong financial safety net, is of specific concern. Assets which are held in a Special Needs Trust are not counted when determining eligibility for such government programs as Supplemental Security Income (SSI) and Medi-Cal.

The seminar is slated for August 27, 2013 at the Crowne Plaza Cabana, in Palo Alto, CA. For more information on the seminar or about Special Needs Trusts, call (650) 493-8070 or (408) 971-7292.

Facebook: Like Us!

  • Survey reveals more than one-third of wealthy individuals lack estate plans
    The CNBC Millionaire Survey has found that 38 percent of 750 millionaires surveyed have not consulted a financial expert to establish an estate plan. The poll conducted by Spectrem Group for CNBC revealed estate planning was the most prevalent among individuals with investable assets amounting to at least $5 million, with 68 percent having worked […]
  • Nike launches groundbreaking shoes for people with special needs
    People with special needs face unique challenges that impact the quality of their everyday lives. For parents of special needs children, there is no greater hope than ensuring their child experiences life to the fullest despite having a disability that may inhibit their independence. Addressing one such issue, on July 13 Nike unveiled a line […]
  • Michael Gilfix in Trusts & Estates Magazine: Addressing Financial Elder Abuse
    Friends, We wanted to share an article that Michael Gilfix published in the prestigious Trusts & Estates magazine late last year. The article discusses issues related to elder abuse and diminished capacity as individuals age. In this article, Michael presents a new paradigm for thinking about this. He presents ways that families can keep an […]
  • Top reasons women need to consider estate planning
    Whether single, married, divorced or widowed, every woman should know how to maintain her financial independence and plan for issues she might face as she gets older, such as the need for long-term care. Women in the United States statistically have longer life expectancies than men, and therefore a higher likelihood of outliving their husbands. […]
  • U.S. Government focuses on elder justice at conference on aging
    President Barack Obama hosted the 2015 White House Conference on Aging on July 13. With adults aged 65 and above projected to comprise 20 percent of the United States population by 2030, the conference examined issues of importance to the future of older Americans, their families and caregivers. Elder justice was in the spotlight at […]

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



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

* indicates required