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!
- Mark Gilfix discusses his background, San Francisco and special needs families in 7×7 interview
The leading online source for information about lifestyles in San Francisco, 7x7.com, interviewed attorney Mark Gerson Gilfix on April 6 to ask him about his views on life in the Bay Area, his professional background, and his work as an advocate and planner for autistic and special needs children. The latter issue is a key […]
- 11th Annual Special Needs Trust Seminar presented by Gilfix & La Poll Associates
On April 9, 2015, Gilfix & La Poll Associates will present its 11th Annual Special Needs Trust Seminar, an event designed for the family members of special needs individuals. A special needs trust can provide lifelong financial security for a special needs individual without disturbing eligibility for public benefits. As a vital supplement to public […]
- Considering the move to an active-adult community? We’ve got advice on evaluating the options.
As retirement nears, many older adults consider the benefits that an active-adult community can offer. For some, the option to downsize out of an over-large house can mean a more comfortable retirement and a larger estate to pass on to heirs. For others, the proximity to recreation and community promises to help keep them active […]
- Go Red for American Heart Month: Four fun ways to get heart-healthy with loved ones
February is a time for matters of the heart -- and that includes heart health. This month is American Heart Month, and groups like the American Heart Association want to get people talking about how to prevent heart disease, the number one killer of both men and women in the United States. The risk of […]
- Despite Pervasive Myths, Estate Planning Significantly Benefits Young and Growing Families
One of the most pervasive myths about estate planning is that it is most crucial for the elderly. According to a national estate planning survey, this myth is one reason that the majority of people under the age of 34 do not have a will. But young adults, and especially young adults with growing families, […]