» 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!

  • Why a durable power of attorney is a valuable estate planning tool
    A Durable Power of Attorney (DPOA) allows an individual to give a designated person — known as an “attorney in fact” — authority to sign documents and act on their behalf. The legal document is particularly beneficial for individuals who are worried about mental or physical incapacity in the future. For example, an elderly person […]
  • California couple’s eviction highlights dangers of elderly financial abuse
    The elderly can be vulnerable to various forms of elder abuse, one of which is financial exploitation. Financial exploitation involves unauthorized use of an elderly person’s finances or property, either by a family member, caregiver or an unknown scammer. The media recently reported the case of an elderly California couple who faced eviction from their […]
  • ‘Finding Dory’ puts spotlight on children with special needs
    Pixar’s recent film “Finding Dory” will have resonance for parents who have children with special needs. The animated film is the sequel to the 2003 blockbuster “Finding Nemo.” It tells the tale of a blue tang fish named Dory who suffers from short-term memory loss. She cannot remember names, faces or even her way back […]
  • Thank You For Making our 13th Annual Special Needs Seminar our Best Yet
    Gilfix and La Poll wishes to thank the hundreds of attendees, and wonderful nonprofit co-sponsors, for making our 13th annual Special Needs Seminar our best yet! We were overwhelmed with the response, and with all of the kind comments we received from seminar attendees. We were also thrilled to see many attendees connecting with co-sponsor […]
  • Gilfix and La Poll invites families to attend 13th Annual Special Needs Trust Seminar
    Let’s face it, everyone is worried about the future of government benefits and how individuals with special needs will be cared for. To address this attorneys Michael Gilfix and Mark Gilfix of Gilfix and La Poll Associates are offering a free special needs planning seminar on Wednesday, May 10, 2017 in Palo Alto, California. The […]

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



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

* indicates required