» February 26 Seminar Offers Insights on Planning to Avoid Estate Tax, Protect Family Assets for Three Generations

February 26 Seminar Offers Insights on Planning to Avoid Estate Tax, Protect Family Assets for Three Generations

Palo Alto, CA (Law Firm Newswire) February 10, 2014 – Michael Gilfix, a prominent Palo Alto estate planning attorney, is offering an estate-planning seminar in San Jose, CA.

The 2013 tax return filing season has begun in earnest, and many taxpayers will rush to meet the April 15 deadline for filing returns. That often pell-mell pre-deadline dash may seem the norm, but taxpayers will need to employ a more methodical, long-term approach to dealing with their estate-related tax issues. And there are few ways better to inform oneself about estate planning than to attend a seminar hosted by a seasoned attorney and specialist.

Michael Gilfix — a prominent estate planning attorney whose law firm, Gilfix & La Poll Associates LLP, has offices in Palo Alto and San Jose — will be hosting a seminar on Wednesday, February 26, 2014, in San Jose. The seminar will tackle estate-related topics under the telling title, “How to Protect Assets for Your Family.” The topics of discussion include measures to avoid estate tax, Medi-Cal planning, long-term care and asset protection.

A home is often one’s most important asset. Bearing that in mind, Gilfix, author of the estate-planning tome “Beat Estate Tax Forever,” will emphasize the importance of protecting one’s residence and outline the optimum ways to accomplish that goal. Some of the more specific vehicles for asset protection that Gilfix will be discussing include living trusts, dynasty trusts and Special Needs Trusts.

“The task of passing your financial legacy on to your loved ones requires a proactive approach,” Gilfix says. “It is important to be actively engaged in estate and tax planning. Through the use of key planning tools, one can reduce or even eliminate estate tax liability.”

For many people pondering a looming retirement and the potentially high cost of long-term care, Gilfix — a graduate of Stanford Law School with nearly 30 years of experience in elder law Medi-Cal planning — will stress that knowledge of when to plan and awareness of options for defraying costs are critically important. For many facing the need for long-term care, Medi-Cal turns out to be a very viable option.

“Medi-Cal is very important to our client community, and we find that, in the vast majority of cases, it is possible to protect the estate, achieve eligibility for Medi-Cal and get significant help to pay for the cost of long-term care,” Gilfix said. “But it’s a matter of learning what the rules are, and then taking advantage of the rules and the opportunities that the law provides.”

The Gilfix-sponsored seminar will be held from 2:00 to 4:00 p.m. and from 6:00 to 8:00 p.m. on Wednesday, February 26, 2014 at the Doubletree Hotel in San Jose. Admission is free, and anyone who wishes to attend may register by calling (650) 493-8070 or by visiting online at www.gilfix.com. Copies of the second edition of “Beat Estate Tax Forever” will be available at the seminar.

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