» Michael Gilfix

Palo Alto, CA (Law Firm Newswire) October 17, 2014 – Michael Gilfix is a featured panelist at an upcoming Bay Area event focused on helping families ensure supported housing for their adult children with autism. The event, hosted by the Autism Society of the San Francisco Bay Area, is titled “A Place for Us: Supported Housing Solutions for Adults with Developmental Disabilities.” The day-long event will take place at the Sobrato Center for Nonprofits in Redwood City on October 24. Gilfix will take part in a panel discussion on “retention of family property and collaborative purchase of homes for grown […]


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Palo Alto, CA (Law Firm Newswire) September 9, 2014 – Estate planning attorney Michael Gilfix addressed growing concerns about Medi-Cal asset recovery in a recent article in the San Jose Mercury News. Last week, a bill designed to scale down Medi-Cal’s asset recovery programs was passed unanimously by the California State Assembly. Nonetheless, many in the state — including Sacramento insiders — fear that Governor Jerry Brown may veto the bill, according to the Mercury News. But Gilfix pointed out that there are still practical solutions for those who wish to access Medi-Cal benefits while preserving their estates, even if […]


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Palo Alto, CA (Law Firm Newswire) September 2, 2014 – Michael Gilfix was quoted in the San Francisco Chronicle regarding unexpected estate claims by Medi-Cal and the ways families can protect themselves. On August 24, 2014, the Chronicle published an exposé on the recent expansion of Medi-Cal’s little-known estate recovery program. According to reporter Kathleen Pender, the new Affordable Care Act (ACA) has expanded the number of Medi-Cal recipients subject to estate recovery. Medi-Cal has long conducted a limited program that allows it to claim and recover assets from the estates of some deceased Medi-Cal recipients. However, as Pender pointed […]


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Palo Alto, CA (Law Firm Newswire) March 14, 2014 – Families with a disabled child, parent or other relative face incredibly difficult challenges. They struggle to ensure that their disabled loved one lives a happy and comfortable life. As such, parents especially worry about how their disabled child’s needs will be met after they are gone. A special needs trust is a powerful estate planning tool that may provide peace of mind to any family struggling with these issues. On Wednesday, April 2, 2014, Gilfix and La Poll Associates presents the 10th Annual Community Special Needs Trust Seminar. Nationally recognized […]


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Palo Alto, CA (Law Firm Newswire) December 23, 2013 – A prominent estate planning attorney says digital assets need to be considered as part of estate planning. “In today’s world, many people own significant assets that exist only in digital form, whether it is currency such as Bitcoin or items of sentimental value such as family photos,” said Palo Alto estate planning attorney Michael Gilfix. “There needs to be a plan to pass these assets on to one’s heirs.” Gilfix said that online assets may also include such items as PayPal accounts, frequent flyer miles, iTunes libraries, online gaming accounts […]


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Palo Alto, CA (Law Firm Newswire) December 17, 2013 – A prominent estate planning attorney says that autumn is the season to take stock of one’s retirement savings. “As we draw close to the end of the year, it is a good time to think about whether your retirement savings plan is on track,” said Michael Gilfix. For many people, a 401(k) is a key part of their retirement savings plan. If an employer matches contributions, then it is a good idea to contribute at least the amount that will be matched. But according to Gilfix, one may want to […]


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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 […]


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Palo Alto, CA (Law Firm Newswire) June 27, 2013 – Estate planning is widely seen as a smart move for higher income households, but individuals at all income levels may benefit. The close of 2012 was unusually busy for estate planning attorneys as they worked with clients to implement new or updated estate plans in advance of the American Taxpayer Relief Act (ATRA), to be enacted January 2, 2013. The ATRA was expected to reduce gift and estate tax exemptions to $1 million, but it ended up not reducing exemption amounts after all. “Regardless of the amount of your estate, […]


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Palo Alto, CA (Law Firm Newswire) June 19, 2013 – California is planning to try a managed health care system to unify Medicare and Medi-Cal. While dual coverage sounds like a good thing, lower income seniors in California who are eligible for both Medicare and the state’s version of Medicaid, known as Medi-Cal, are facing a serious lack of coordinated care. Medicare, the federal program for seniors, is not designed to work in tandem with Medi-Cal, the federal-state program for low income individuals, the way the state is currently using the system. The ensuing mistakes, delays and administrative issues are […]


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Palo Alto, CA (Law Firm Newswire) May 16, 2013 – The state of California is planning to shift long-term care to managed care companies. Managed care companies offer comprehensive care for low-income seniors and people with disabilities for a fixed monthly rate. The program to be adopted in California is MediConnect and it is designed to cover individuals with extensive levels of care and is covered by benefits from both Medi-Cal, California’s version of the federal Medicaid program, and Medicare. “During the next 12-plus months, it is estimated that approximately 456,000 people will be enrolled in California in the largest […]


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Palo Alto, CA (Law Firm Newswire) April 23, 2013 – The looming sequester has special education advocates concerned. Nationally, sequestration looks to eliminate federal funding for the Individuals with Disabilities Education Act (IDEA) in 2013 by as much as $1 billion. That would leave as many as 7,200 special education educators without covered salaries. The cuts would also bump the amount of money the federal government contributes toward special education back to what it was in 2005. “States across the county are looking at huge cuts,” notes Palo Alto estate planning attorney Michael Gilfix. It is estimated that Minnesota would […]


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