Special Needs Trust | Law Firm Newswire

New York, NY (Law Firm Newswire) October 14, 2015 – As part of their commitment to serving the local community, Littman Krooks LLP, Arc of Westchester, Huntington Learning Center, Miracle League of Westchester, New Frontiers in Learning and Pegasus Therapeutic Riding will host a workshop on special needs trusts. Building financial security is an important consideration for the family members and friends of individuals with special needs. 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. This workshop will […]


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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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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) 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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