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Palo Alto, CA (Law Firm Newswire) September 15, 2014 – Mark Gilfix will be a featured speaker at the Morgan Center 13th Annual Autism Conference in Campbell, California on September 20, 2014. Gilfix, a special needs planning attorney, will present a session entitled “Creating a Life Estate in Your Home for Your Grown Disabled Child, and Other Estate Planning Techniques to Consider.” He is also a featured speaker on a panel addressing housing issues faced by people with autism and their families. The Morgan Center 13th Annual Autism Conference is a day-long event for families and caregivers of people on […]


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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) August 29, 2014 – A major report from the American Association of Retired People (AARP) has named California a strong performer in long-term care systems for older adults and the disabled. The report, called a “scorecard,” evaluated states on 26 different criteria and then aggregates the findings into an overall ranking. California finished ninth overall and drew top scores in several areas. The state earned a first-place rating on the availability of Medicaid benefits (Medi-Cal) to cover the costs of long-term care. The report also gave California a second-place rating for the diversity of […]


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Palo Alto, CA (Law Firm Newswire) August 22, 2014 – The federal government has introduced a major new initiative to combat rising abuse and exploitation of the elderly — the “Elder Justice Roadmap,” a comprehensive framework for neutralizing financial, psychological and physical risks to older Americans. The Roadmap outlines newly launched educational programs and policy steps designed to increase reporting and prosecution, but it mainly focuses on encouraging individuals, families and institutions to identify risks and take steps toward prevention. Elder law attorney Michael Gilfix recently authored an article entitled “Addressing Financial Elder Abuse: Should the Bar be Lower?” that […]


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Palo Alto, CA (Law Firm Newswire) July 23, 2014 – With more 8.6 million aging baby boomers in California alone, end-of-life discussions are becoming increasingly important. Families need to make it a priority to speak with loved ones before, not after, a crisis strikes. A 2012 California Healthcare Foundation (CHFC) survey revealed that nearly 60 percent of respondents felt that having an end-of-life discussion with their family was “extremely important” — yet 56 percent of those respondents had not yet communicated those wishes with the person they would want making that decision on their behalf. Only 23 percent had their […]


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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) 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 […]


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Palo Alto, CA (Law Firm Newswire) December 30, 2013 – Most workers who participate in 401(k) plans are trying to save enough for a comfortable retirement and perhaps an inheritance for their children and grandchildren. A prominent estate planning attorney says that while 401(k)s are a good way to add to one’s retirement savings, it is important to take a look at the fees a plan charges, as these fees can erode one’s savings. “Employers are now required to provide workers with more information about the fees connected with administering 401(k)s and the different investment options they provide,” said Michael […]


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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) October 15, 2013 – Attorney Michael Gilfix, of the estate planning firm Gilfix & La Poll Associates, is presenting estate planning options to the public on October 21, 2013 in Palo Alto, California, at the Crowne Plaza Cabana. Due to overwhelming demand, two seminar sessions are available, from 2 p.m. – 4 p.m. and 4 p.m. to 6 p.m. Members of the public are invited to this very special Gilfix Seminar on long-term care planning, asset protection planning and special needs planning. The discussion is to include asset protection and Medi-Cal issues when facing […]


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Palo Alto, CA (Law Firm Newswire) August 30, 2013 – June 15, 2013 was designated World Elder Abuse Awareness Day by the United Nations. The day was set aside to encourage a wider recognition of elder abuse in communities and as a call for countries to work on policies that support respect for the elderly. According to the World Health Organization (WHO), at least 6 percent of the elderly population experiences some form of abuse; the numbers are unclear, as the abuse, more often than not, goes unreported. Elder researchers say that abuse of the elderly is one of the […]


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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) May 9, 2013 – Nursing home abuse is a growing concern for elder care advocates. A California-based elder care center company, which had previously been sued for abuse by a collection of plaintiffs, is again under scrutiny. The elder care centers under the umbrella of Skilled Healthcare Group Inc. Skilled Healthcare has agreed to spend new funds to hire more staff and will be closely watched for the next 24-months by the attorney general’s office. “The California facility charged with neglect and abuse was supposed to care for their vulnerable elderly patients,” said Palo […]


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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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Palo Alto, CA (Law Firm Newswire) April 16, 2013 – Estate planning is not a one-time project; it is an ongoing process. For estate planning to be successful, assets and other forms of ownership should be revisited at regular intervals. During career planning, after the birth of children, while setting up college funds, when contemplating future retirement, after acquiring items with titles, prior to marriage or after divorce, and to secure future needs in case of disability or incapacitation – estate planning should be part of every one of these milestones. “When considering what a client might want to address […]


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