» 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!

  • 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. […]
  • Study reveals misconceptions about long term care costs
    Planning ahead for long term care and how to fund it can seem daunting. The average American underestimates in-home care costs by nearly 50 percent, according to the Genworth Financial 2016 Cost of Care Study. The findings indicate many adults risk being unprepared for their future needs. The cost of receiving care has continued to […]
  • How fear of death can present a hurdle to retirement planning
    A new study has found that many people fail to make necessary decisions about the future because they are too scared to think about death. According to researchers from Boston College in Massachusetts, fear of death causes individuals to avoid preparing financially for old age. The anxiety can affect choices about managing savings for retirement, […]

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



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

* indicates required