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Palo Alto, CA (Law Firm Newswire) March 20, 2015 – On April 9, 2015, Gilfix & La Poll Associates will present the 11th Annual Special Needs Trust Seminar, an extraordinary event designed for the family members of special needs individuals. Every year, this two-hour seminar presents the most up-to-date information about special needs trusts. Families learn the ways in which special needs individuals can benefit from a special needs trust, as well as optimal approaches to creating and maintaining such a trust. “A special needs trust can provide lifelong financial security for a special needs individual without disturbing eligibility for […]


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San Diego, CA (Law Firm Newswire) March 20, 2015 – A partner at the California trusts, estates, and probate law firm of Albertson & Davidson, LLP has survived the first hurdle in a contentious case involving serious claims of undue influence and financial elder abuse. In the case, Mark D. Perryman is representing a plaintiff who claims that her sister and brother-in-law (the defendants) have taken advantage of their mother in order to gain complete control of their mother’s finances, use the money for personal gain, and try to exclude the plaintiff from receiving financial benefits of the family trust. […]


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Sacramento, CA (Law Firm Newswire) March 17, 2015 – Nursing home abuse is nationwide. Texas may introduce a law to deal with the problem, but would it help in California? “While Texas is looking at a bill that would revoke nursing home licenses if they have three or more serious health and safety violations, there does not appear to be any speculation as to what would happen to the residents in those shut down facilities,” points out Sacramento, Calif. nursing home abuse attorney, Deborah Barron. Texas law mandates the reporting of any elder abuse, exploitation or neglect to the police […]


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Sacramento, CA (Law Firm Newswire) March 10, 2015 – Bullying in the workplace may also involve sexual harassment. Stop it by contacting an experienced sexual harassment attorney. Abusive, bullying conduct may involve, but not be limited to: verbal and physical abuse, intimidation, threats, humiliation and sexual harassment. A National Bullying Institute survey shows 27 percent of workers are previous or current victims of bullying in the workplace. The survey also indicates that 70 percent of respondents believe bullying in the workplace is a real, ongoing issue. California is working towards enacting a law that mandates all employers with 50 or […]


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Palo Alto, CA (Law Firm Newswire) March 6, 2015 – Saving for retirement is not an easy task, but many middle-income-earning couples do manage to amass a nice nest egg. However, many of these same middle-income couples face an additional financial challenge when one spouse eventually needs nursing home care.  Substantial bills for this type of care often threaten a couple’s savings. The March issue of Financial Advisor magazine detailed one remedy for this challenge, a nursing home annuity, and it quoted Gilfix & La Poll Associates attorney Mark Gilfix concerning various aspects of this issue.   Because nursing home […]


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Orange County, CA (Law Firm Newswire) February 20, 2015 – Early this year, Forbes published an article encouraging those who cannot afford the cost of divorce litigation to consider turning to financing firms that specialize in divorce litigation. But according to divorce mediator Gerald Maggio, the existence of these firms simply underscores the spiraling costs of divorce litigation, and he notes that the financing process is not often appropriate for American couples. “The cost of litigated divorce has gotten out of control,” said Maggio, who practices in Orange County, California. “Although most individuals involved in a litigated divorce face attorneys’ […]


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Orange County, CA (Law Firm Newswire) February 26, 2015 – As tax season approaches, Forbes and other financial publications have begun publishing tax tips for the nearly-divorced and newly-divorced. Family law attorney Gerald Maggio says that while these annual articles often do an excellent job helping those with a finalized divorce understand their options, those still in the middle of a divorce are often left needing more guidance. “These articles often fail to fully explain the ramifications of the filing choices that are open to still-married individuals,” said Maggio. “Those in the midst of a divorce should take the time […]


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Palo Alto, CA (Law Firm Newswire) February 16, 2015 – A new national study has found that adults age 45 to 65 vastly underestimate the possibility that they will need professional long-term care after the age of 65. The study, conducted by the peer-reviewed journal Health Affairs, showed that 60 percent of adults in this age range do not think they will need long term-care in the future. But, according to national statistics, more than 70 percent of those over 65 do use long-term care at some point. Michael Gilfix, a Palo Alto estate planning attorney who assists clients in […]


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Sacramento, CA (Law Firm Newswire) February 11, 2015 – Sexual harassment does not just occur in the workplace. It can happen anywhere, even at a protest march or on a college campus. How did the brothers of the Gamma Alpha chapter of the Delta Sigma Phi fraternity at San Diego State manage to obtain a ban of their group until the fall of 2016? Several of their members allegedly participated in verbally harassing, throwing eggs and waving sex toys at a group of 35 female students taking part in a “Take Back the Night” anti-rape march in November on the […]


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Palo Alto, CA (Law Firm Newswire) February 9, 2015 – On January 1, 2015, a new federal law took effect, authorizing states to establish a new kind of tax-favored savings account for some special needs individuals. The Achieving a Better Life Experience (ABLE) Act created an account for special needs individuals that is similar, in some ways, to a 529 college savings account. A 529 ABLE account will allow special needs individuals and their families to save up to $100,000, which can be used for some living expenses, while still allowing the individual to qualify for Supplemental Security Income (SSI). […]


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Sacramento, CA (Law Firm Newswire) February 4, 2015 – Restaurant chain El Pollo Loco owed 69 California workers $145,000 in back wages. The U.S. Labor Department ensured that the workers received their pay, in addition to damages. “Restaurant workers in four different El Pollo Loco locations are to recover $72,613 in back wages and $72,613 in damages for working up to 70 hours a week, in six to seven day stints, without getting overtime pay,” explains respected Sacramento employment attorney, Deborah Barron. This is not the first lawsuit the franchise has been embroiled in. In accordance with the Fair Labor […]


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Palo Alto, CA (Law Firm Newswire) January 30, 2015 – According to estate planning professionals, an increasing number of high-net-worth individuals are limiting how much money they leave to their children. The most famous example of this might be Warren Buffet, who has said publicly that he does not want to leave his children so much money that they do not need to do anything with their lives. Similarly, Bill Gates has said that he plans to donate almost all of his multi-billion dollar fortune to charity, leaving about $10 million to each of his three children. Estate planning attorney […]


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Orange County, CA (Law Firm Newswire) January 29, 2015 – One of the little-known benefits of divorce mediation is the ability it gives couples to plan for future taxes, says Gerald Maggio, a California divorce mediator.   A recent article on Fox Business pointed out that divorced couples who do not communicate clearly about taxes can end up with rejected returns, audits and tax penalties. “Tax rules are already complicated, and a divorce can complicate them further,” commented Maggio. “Too little communication too late can create major problems.” According to Fox Business, divorced or separated parents must agree which parent […]


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Orange County, CA (Law Firm Newswire) January 26, 2015 – The state of Mississippi does not recognize same-sex marriages. A divorce case before that state’s Supreme Court may change the national marital landscape. In 2013, a Mississippi County Chancery Judge ruled the state’s constitution and statutes forbade him from granting a divorce to a same-sex couple. The women were married in California in 2008, and could have obtained a divorce in that state. However, they moved to Mississippi to buy a home and ended up going their separate ways in 2010. The foundation of the argument before the Supreme Court […]


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Orange County, CA (Law Firm Newswire) January 22, 2015 – The National Parents Organization (NPO) gave California a “D” in a recently released report card on the state of shared parenting in child custody arrangements across the United States. According to Orange County divorce mediator Gerald Maggio, the grade is not a reflection on California’s parents, but on California’s divorce courts. “This report looks at legal statutes and judicial practices in each state to determine how favorable the court system is to shared parenting in child custody cases,” said Maggio of California Divorce Mediators. “In California courts, child custody decisions […]


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Palo Alto, CA (Law Firm Newswire) January 16, 2015 – According to a recent report in the Wall Street Journal, wealthy families are increasingly setting up private trust companies to manage their assets, rather than using traditional trust companies. “Private trust companies offer families more flexibility and more control,” said Michael Gilfix, a Palo Alto estate planning attorney with Gilfix & La Poll Associates LLP. “It is easy to see why more and more super-wealthy families are selecting this option, although there are potential downsides.” One reason many families choose to create a private trust company, reports the Wall Street […]


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Carlsbad, CA (Law Firm Newswire) January 8, 2015 – Albertson & Davidson, LLP is pleased to announce the addition of two new attorneys, Rachel Donnelly and Amy Smith, to their Carlsbad Office near San Diego, California. By adding these two highly qualified California lawyers to their already impressive list of attorneys, Albertson & Davidson is better able to serve their clients with probate, trust, and estate litigation and planning needs. Rachel Donnelly is an award-winning litigator who started honing her courtroom skills while studying at California Western School of Law. While still a student, Ms. Donnelly won second place in […]


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Sacramento, CA (Law Firm Newswire) January 2, 2015 – Clothing made in California for outlets such as Macy’s, JC Penney and Kohl’s, actually comes from local sweatshops where some employers routinely unplug the clock intended to keep track of worker’s hours. The U.S. Department of Labor determined Los Angeles-based P & Young Apparel Inc. was falsifying payroll records after an investigation revealed time cards that alleged workers on the same shift all checked in within two minutes of one another, a classic indication of tampering. Ultimately, P & Young owed the 15 employees in question $33,000 for their unpaid work. […]


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Palo Alto, CA (Law Firm Newswire) January 2, 2015 – A recent article in the Wall Street Journal describes a transformation in estate planning for individuals or couples who have significant assets, but who are not subject to the federal estate tax. With a federal estate tax exemption set at more than $5 million per individual — a figure set to rise — tax reporter Laura Saunders says that capital gains taxes are now the driving concern in estate planning for many affluent Americans. “Saunders is absolutely right to point out that, particularly for Californians, capital gains taxes can pose […]


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Orange County, CA (Law Firm Newswire) December 31, 2014 – Recently, the divorce of an older Midwestern couple made headlines as the spouses waged a high-profile legal battle in court over a multi-billion dollar fortune amassed during a 26-year marriage. But that case is an anomaly. As the divorce level rises among couples over 50, experts suggest that the only ones getting rich are the divorce attorneys.  An article in AARP pointed out that in 2010, the divorce industry made $50 billion, while many of those getting divorced ended up in financial difficulty. Maria Cognetti, the president of the American […]


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