» Estate Planning Law

San Francisco, CA (Law Firm Newswire) September 22, 2017 – Gilfix & La Poll Associates is supporting the Alzheimer’s Association as an official sponsor of the 2017 Walk to End Alzheimer’s in Silicon Valley. Members of the Palo Alto, California-based estate planning law firm have also formed a team to participate in the event. “Alzheimer’s affects millions of people in the country. Any little bit we can do to help can go a long way in making a difference in the lives of those who are battling the disease,” said attorney Michael Gilfix. “Families, members of the community and participants […]


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Fairfax, VA (Law Firm Newswire) September 21, 2017 – Philip Seymour Hoffman, a famous actor, died in 2014, and left behind his girlfriend, Mimi O’Donnell, and their three children, ages 10, seven and five. Because he did not wish to have “trust fund kids,” he had a will in which he left his estate, which was worth $35 million, to his girlfriend, who was to take care of their children. However, the lack of estate planning resulted in his estate incurring an estate tax in the amount of about $12 million. Had Hoffman married Mimi, his family would have realized […]


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San Francisco, CA (Law Firm Newswire) September 8, 2017 – Law firms want to know how and why a client makes first contact, and Bigger Law Firm magazine has the answers. In the feature article, Brendan Conley explains the science behind how people, including clients, make decisions. He draws a series of distinctions between the perfectly rational, but fictional, beings that economists and others imagine people to be, and reactive, often illogical, real-world human beings. Understanding how decisions are made can help a firm make sound marketing decisions. As Dipal Parmar explains in the Virtual Impression update, a good website […]


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San Francisco, CA (Law Firm Newswire) August 31, 2017 – State and federal guidelines have been updated to improve diagnosis and care for patients with Alzheimer’s disease. The California Department of Public Health recently released new Alzheimer’s guidelines for the first time since 2008. The update reflects scientific progress, as well as changes in clinical practice and laws. The guidelines are designed to help doctors and other medical professionals document and diagnose the progressive disease more easily. They will also be able to direct patients to relevant community-based programs and services. “Alzheimer’s is a medical condition that is likely to […]


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Fairfax, VA (Law Firm Newswire) August 23, 2017 – Last fall, the famous playwright, Edward Albee, died. His last wish, expressed in his will, requests his two friends to destroy any unfinished manuscripts he left. The direction was filed by Albee in Long Island, New York, where he resided and died. While it is exceptional, it is not without precedent. Such instructions are referred to as dead hand control. Other artists, including Frank Kafka and a Beastie Boy, have tried to include these kinds of directions in their wills. Virginia estate planning attorney Lisa McDevitt, states “Artistic control encompasses more […]


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San Francisco, CA (Law Firm Newswire) August 21, 2017 – Nationally known attorney Michael Gilfix of Gilfix & La Poll Associates discusses the impact of President Donald Trump’s policies on the elderly population and individuals with disabilities in an article published recently in Trusts & Estates magazine. Titled “Trump Initiatives Affecting Vulnerable Populations,” the article provides an in-depth report and analysis of initiatives that are being ushered in by the new administration. Gilfix co-authored it with two other elder law and special needs planning attorneys for the July 2017 issue of the prestigious legal journal. “It is important for older […]


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San Francisco, CA (Law Firm Newswire) July 7, 2017 – Bigger Law Firm Magazine provides a map of marketing and technology strategies in the latest issue, available today. In the feature story, Brendan Conley dives into “client journey mapping,” a big-picture approach to marketing that will help firms develop a cohesive, end-to-end strategy. The client journey technique puts the client’s evolving relationship with the firm at the forefront. The firm’s marketing needs change at each successive stage of this relationship, from discovery and consideration to decision and engagement, and finally to lasting loyalty. BLF shines its Product Spotlight on Lawcus, […]


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Fairfax, VA (Law Firm Newswire) June 13, 2017 – There appears to be disagreement over the estate plan of the late Canadian-American actor Alan Thicke, who was most famous for his portrayal of a father who was a psychiatrist in the sitcom, “Growing Pains.” Alan Thicke suffered a heart attack last December while he was playing hockey with his 19-year-old son, Carter. His two older sons, pop star Robin and Brennan, the co-executors of their father’s living trust, filed a petition in the Superior Court in Los Angeles, in hopes of obtaining directions on the interaction between the 1988 trust, […]


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Fort Lauderdale, FL (Law Firm Newswire) June 8, 2017 – The Earnest/Tighe Law Firm, P.A./EastSide Title, Inc. is pleased to announce that Cindy Reilly has joined the firm as a Paralegal/Closing Coordinator. Cindy is a true native Floridian, born in Fort Lauderdale and raised off of Las Olas Boulevard. She attended Fort Lauderdale High School, then Colby-Sawyer College, graduating in 1984 with a B.S. in Psychology. She remained in the New England area after graduation, working for the ARC, mainstreaming and mentoring those with intellectual and developmental disabilities. She eventually returned to Fort Lauderdale and worked for the American Swim […]


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New York, NY (Law Firm Newswire) June 1, 2017 – Building financial security is an important consideration for the family members and friends of individuals with special needs. Special care must be taken, though, in setting aside funds for the well-being of these individuals. A special needs trust is an estate planning tool that protects funds intended to enrich the life of a loved one with special needs, while preserving eligibility for public benefits. Littman Krooks LLP is hosting a free workshop on special needs trusts. Amy O’Hara, Esq., will present up-to-date information on various aspects of special needs planning, […]


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Fairfax, VA (Law Firm Newswire) May 30, 2017 – The ability to pay for a child’s or grandchild’s education is among the most important financial objectives parents and their families have. While some parents begin planning for their children’s education with kindergarten at a private school, others may only be able to pay their children’s college expenses. The first step toward paying for a child’s education is to become informed about the various plans to save and methods of making the payments. Some plans have extra tax benefits for parents, grandparents or other people who may be interested in providing […]


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San Francisco, CA (Law Firm Newswire) May 17, 2017 – Department of Veterans Affairs (VA) Secretary David Shulkin is using the agency’s recent inability to fire an employee for misconduct to demonstrate why the lengthy process for disciplining problem workers needs to be changed. According to VA officials, an employee at the Michael DeBakey Veterans Affairs Medical Center in Houston, Texas, was caught watching pornography while he was tending to a patient. The VA removed the unnamed employee from patient care and placed him on administrative duties. However, the worker could not be fired due to the nature of the […]


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San Francisco, CA (Law Firm Newswire) May 05, 2017 – In the Trump era, families with special needs kids — autism, cerebral palsy, bipolar disorder, etc. — are deeply worried about the solvency and availability of vital government benefits. Proposals of the current administration and steps already taken will be “front and center” in this timely community event. Prominent attorneys from Gilfix and La Poll Associates will present the 13th Annual Special Needs Trust Seminar on Wednesday, May 10, 2017 in Palo Alto, California. The free event is designed to provide practical, up-to-date advice to family members of special needs […]


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San Francisco, CA (Law Firm Newswire) April 26, 2017 – Nursing homes should implement better procedures for end-of-life directives, according to the results of a new study published in Health and Social Work. Past research has indicated that not only do advance directives help improve end-of-life care for nursing home residents but they also cut health care costs. “Advance directives honor an individual’s expressed wishes about health care. Every adult age 18 and over should sign an advance health care directive,” said estate planning attorney Mark Gilfix. “It is very important for families to discuss end-of-life wishes and health care […]


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Moorestown, NJ (Law Firm Newswire) April 25, 2017 – The New Jersey Super Lawyers list designation is bestowed upon lawyers who have been judged to have extensive professional achievements, exemplary ethical standards, and are held in esteem by their peers. The process by which an attorney is selected as a Super Lawyer includes stringent peer nominations, evaluations, and research by third parties. Only five percent of attorneys are selected. Attorney Begley has been named a Super Lawyer annually since 2008. The continued Super Lawyer designation is a clear indication that the Begley Law Group, P.C., has the recognition of peers […]


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Fairfax, VA (Law Firm Newswire) April 7, 2017 – Beginning in 2017, there has been an increase in exemptions that will enable taxpayers to make more significant lifetime gifts and to acquire more assets through various estate planning vehicles, including a sale or grantor trust. In addition, taxpayers can leave more income-producing assets to children or grandchildren whose tax brackets may be lower, or who may live in states that have a low income tax rate or no state income tax. The following are some of the tax exemption inflation increases for 2017: · A $5,490,000 federal estate tax exemption […]


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Fairfax, VA (Law Firm Newswire) March 31, 2017 – For those considering a change in principal place of residence, at least during the winter months, to one that is located in a warmer climate, it is advisable to engage in financial planning prior to moving. According to a study conducted by Merrill Lynch in 2014, most people, by age 61, say they have the freedom and flexibility to select where they would most like to live. Life responsibilities, including family and work, often determine where people live in their younger years. Over one-third of retirees communicated to Merrill Lynch that […]


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San Francisco, CA (Law Firm Newswire) March 29, 2017 – Bigger Law Firm magazine is now available for download on Amazon Kindle as a user-friendly ebook. For just $0.99, readers can download BLF issues directly to their e-reader, iPad, phone or other mobile reading device using the Kindle app, and enjoy reading BLF on the go. The magazine, formatted specifically for Amazon Kindle, offers a user-friendly experience that allows readers to interact with each issue with ease. How Lawyers Can Use Artificial Intelligence and Machine Learning: Bigger Law Firm Magazine Volume 44 is the first BLF issue to be published […]


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Roseville, CA (Law Firm Newswire) March 27, 2017 – The majority of tax strategies focus on lowering federal income taxes because they make up the largest amount of taxes that someone could owe. However, in some states, income tax rates are considerably high, and can be a substantial addition to tax bills. One solution is to establish a trust in such a way that prevents it from being subject to state income tax. For the past 10 years, affluent individuals, families and their advisors have been using incomplete non-grantor (ING) trusts to reduce their exposure to state income taxes. The […]


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Fairfax, VA (Law Firm Newswire) March 21, 2017 – Many people consider making gifts to qualified charitable organizations in an effort to lower their possible estate income tax liability while helping a worthwhile cause. Potential donors should be careful to gift only the “right kind” of stock, and not the “wrong kind.” If a person is making a contribution of stock that was owned for more than one year, the owner’s tax deduction is decided by the stock’s fair market value. Therefore, if the owner donates stock with a low basis that was held for a lengthy period of time, […]


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