They addressed audiences of more than 100 elder law attorneys from around the country. Each three-hour Immersion Session demonstrated their leadership in the field of elder law. The subject of their presentations was “Advanced Elder Law, Tax and Estate Planning from Start to Finish.”
The session was designed to train and educate participants to more effectively advise their client communities. It taught them to develop sophisticated estate plans to coordinate tax and long-term care objectives along with retirement and financial planning. In addition, building on the Gilfix attorneys’ skills in identifying personality types, attendees learned how to utilize a variety of tools such as spreadsheets, flowcharts, software and written proposals to effectively communicate the plan to the client.
Michael Gilfix and Mark Gilfix engaged summit participants through the use of peer instruction in their sessions. In contrast to traditional lectures, peer instruction is an interactive, student-centric approach to teaching that focuses on the application of learning.
Pioneers of Elder Law – For over 30 years, Gilfix & La Poll Associates LLP has innovated creative legal solutions to help you manage and plan the future of your estate.
To contact an estate planning lawyer visit http://www.gilfix.com/ or call 800.244.9424.
They addressed audiences of more than 100 elder law attorneys from around the country. Each three-hour Immersion Session demonstrated their leadership in the field of elder law. The subject of their presentations was “Advanced Elder Law, Tax and Estate Planning from Start to Finish.”
The session was designed to train and educate participants to more effectively advise their client communities. It taught them to develop sophisticated estate plans to coordinate tax and long-term care objectives along with retirement and financial planning. In addition, building on the Gilfix attorneys’ skills in identifying personality types, attendees learned how to utilize a variety of tools such as spreadsheets, flowcharts, software and written proposals to effectively communicate the plan to the client.
Michael Gilfix and Mark Gilfix engaged summit participants through the use of peer instruction in their sessions. In contrast to traditional lectures, peer instruction is an interactive, student-centric approach to teaching that focuses on the application of learning.
Pioneers of Elder Law – For over 30 years, Gilfix & La Poll Associates LLP has innovated creative legal solutions to help you manage and plan the future of your estate.
To contact an estate planning lawyer visit http://www.gilfix.com/ or call 800.244.9424.
They addressed audiences of more than 100 elder law attorneys from around the country. Each three-hour Immersion Session demonstrated their leadership in the field of elder law. The subject of their presentations was “Advanced Elder Law, Tax and Estate Planning from Start to Finish.”
The session was designed to train and educate participants to more effectively advise their client communities. It taught them to develop sophisticated estate plans to coordinate tax and long-term care objectives along with retirement and financial planning. In addition, building on the Gilfix attorneys’ skills in identifying personality types, attendees learned how to utilize a variety of tools such as spreadsheets, flowcharts, software and written proposals to effectively communicate the plan to the client.
Michael Gilfix and Mark Gilfix engaged summit participants through the use of peer instruction in their sessions. In contrast to traditional lectures, peer instruction is an interactive, student-centric approach to teaching that focuses on the application of learning.
Pioneers of Elder Law – For over 30 years, Gilfix & La Poll Associates LLP has innovated creative legal solutions to help you manage and plan the future of your estate.
To contact an estate planning lawyer visit http://www.gilfix.com/ or call 800.244.9424.
Several hundred people attended — it was wonderful to connect with so many in our community.
The audience was fantastic — you asked us many excellent questions as we covered severeal sophisticated and sometimes confusing topics, including: the importance of a properly structured living trust, estate tax planning, protecting assets and becoming eligible for Medi-Cal, special needs planning and how multigenerational estate planning can bring families together.
We hope that everyone who attended gained a better understanding of the many planning issues that families face. And we hope that everyone had a good time!
If you were unable to attend, or if you attended and would like to start your own estate planning process, please do not hesitate to contact our office to set an appointment. We are here for you and your family.
We were honored to have so many in our community join us for these events.
A big “thank you” from all of us at Gilfix & La Poll, and we hope to see you soon!
—Mark Gilfix, Esq.
The post Thank You for the Amazing Turnout at Our Estate Planning Seminars! first appeared on SEONewsWire.net.]]>Several hundred people attended — it was wonderful to connect with so many in our community.
The audience was fantastic — you asked us many excellent questions as we covered severeal sophisticated and sometimes confusing topics, including: the importance of a properly structured living trust, estate tax planning, protecting assets and becoming eligible for Medi-Cal, special needs planning and how multigenerational estate planning can bring families together.
We hope that everyone who attended gained a better understanding of the many planning issues that families face. And we hope that everyone had a good time!
If you were unable to attend, or if you attended and would like to start your own estate planning process, please do not hesitate to contact our office to set an appointment. We are here for you and your family.
We were honored to have so many in our community join us for these events.
A big “thank you” from all of us at Gilfix & La Poll, and we hope to see you soon!
—Mark Gilfix, Esq.
The post Thank You for the Amazing Turnout at Our Estate Planning Seminars! first appeared on SEONewsWire.net.]]>
On September 10, 2015, attorneys Michael Gilfix and Mark Gilfix of Gilfix & La Poll Associates presented a seminar on living trusts and asset protection in the face of long-term care.
The workshop was held in partnership with the Avenidas Senior Center in Palo Alto, California. Titled “Your Estate Planning and Long-Term Care Checkup – Do You Have a Plan?,” it provided up-to-date information about estate planning.
Attendees were encouraged to bring in questions about their living trusts. Estate planning attorneys Michael Gilfix and Mark Gilfix shared their expertise on how to protect inherited assets for divorce, litigation and estate taxes, as well as how to protect your home and other assets while qualifying for Medi-Cal. They also discussed the pros and cons of reverse mortgages.
The seminar covered a wide range of estate planning topics such as the basic estate planning documents that you need, the cost of skilled nursing care and the importance of multigenerational planning.
Michael Gilfix and Mark Gilfix are the co-authors of an article titled “A New Paradigm: Truly Multigenerational Planning” in the September 2015 issue of Trusts & Estates magazine. They have also co-authored “Facing the Reality of Long-Term Care,” a book explaining the nature and cost of long-term care.
For over 30 years, Gilfix & La Poll Associates LLP has innovated creative legal solutions to help you manage and plan the future of your estate.
Pioneers of Elder Law – For over 30 years, Gilfix & La Poll Associates LLP has innovated creative legal solutions to help you manage and plan the future of your estate.
To contact an estate planning lawyer visit http://www.gilfix.com/ or call 800.244.9424.
On September 10, 2015, attorneys Michael Gilfix and Mark Gilfix of Gilfix & La Poll Associates presented a seminar on living trusts and asset protection in the face of long-term care.
The workshop was held in partnership with the Avenidas Senior Center in Palo Alto, California. Titled “Your Estate Planning and Long-Term Care Checkup – Do You Have a Plan?,” it provided up-to-date information about estate planning.
Attendees were encouraged to bring in questions about their living trusts. Estate planning attorneys Michael Gilfix and Mark Gilfix shared their expertise on how to protect inherited assets for divorce, litigation and estate taxes, as well as how to protect your home and other assets while qualifying for Medi-Cal. They also discussed the pros and cons of reverse mortgages.
The seminar covered a wide range of estate planning topics such as the basic estate planning documents that you need, the cost of skilled nursing care and the importance of multigenerational planning.
Michael Gilfix and Mark Gilfix are the co-authors of an article titled “A New Paradigm: Truly Multigenerational Planning” in the September 2015 issue of Trusts & Estates magazine. They have also co-authored “Facing the Reality of Long-Term Care,” a book explaining the nature and cost of long-term care.
For over 30 years, Gilfix & La Poll Associates LLP has innovated creative legal solutions to help you manage and plan the future of your estate.
Pioneers of Elder Law – For over 30 years, Gilfix & La Poll Associates LLP has innovated creative legal solutions to help you manage and plan the future of your estate.
To contact an estate planning lawyer visit http://www.gilfix.com/ or call 800.244.9424.
Michael Gilfix and Mark Gilfix recently appeared together on NBC Bay Area’s “Asian Pacific America with Robert Handa.” The episode focused on families in Asian communities with special needs, particularly those with autistic children.
They discussed the importance of Special Needs Trusts and their critical role in structuring an effective estate plan. Mark acknowledged the reluctance some Asian families feel toward seeking outside help, and said these trusts represent a “one-time, lifelong insurance policy” to protect their children’s livelihood.
Michael also talked about his book, “Special Needs Trust Creation and Management Guide,” which answers many of the most common questions parents have about Special Needs Trusts. For more information about this book, click here. (Link to www.gilfix.com/books)
Mark Gilfix also recently appeared on KTVU’s “Bay Area People.”
Mark said that because caring for autistic children is so time-consuming and expensive, parents do not understand how to provide for their children after they are gone. He pointed out that directly inheriting a parent’s assets can disqualify an autistic person from crucial needs-based programs such as Medi-Cal and Supplemental Security Income, a problem solved by Special Needs Trusts.
Mark also had the opportunity to talk about Michael’s Special Needs Trust guide. Viewers of both programs are invited to request a copy of the book here.
The segment can be seen here:
https://www.youtube.com/watch?v=jthuk-u0424
The leading online source for information about lifestyles in San Francisco, 7×7.com, interviewed attorney Mark Gerson Gilfix on April 6 to ask him about his views on life in the Bay Area, his professional background, and his work as an advocate and planner for autistic and special needs children. The latter issue is a key focus of the interview, as Gilfix stresses how the legacy of his family’s deep roots in the special needs community has served as an inspiration for him, and that special needs planning is a top specialty of Gilfix & La Poll Associates.In “We Wanna Be Friends with Actor and Autism Advocate Mark Gilfix,” Gilfix talks about how his family’s 35-year-plus involvement with and services for the special needs community resonated with him from his childhood in Palo Alto through his college days at Stanford. He talks about his professional career that first took him to Los Angeles for stints working as a management consultant and as a professional actor. In fact, Gilfix paid for law school by simultaneously working over 25 hours a week as a management consultant and auditioning for and working in commercials and on TV shows while he attended Loyola Law School’s evening program. Notably, he still graduated in the top 5 of his class.
Gilfix continues to accept some limited acting work in his spare time — he is a voice for Red Bull videos and has previously appeared in some iconic television shows and in commercials for some of the world’s top brands, perhaps most notably helping introduce Apple’s Siri to the world. But while he greatly enjoyed acting and management consulting, he talks about the increased impact, and the meaningful, positive difference he has been able to make since he returned to the Bay Area to practice law and serve families with special needs children.
People who want to learn more about Gilfix will greatly enjoy the 7×7 interview. And families with special needs children will be able to meet Mark and get valuable legal advice on the topic at the 11th Annual Special Needs Trust Seminar at the Crowne Plaza Cabana in Palo Alto on April 9 at 2 p.m. and 6 p.m. Additional information on this free event is available on this website.
Read the full 7×7 interview here..
The post Mark Gilfix discusses his background, San Francisco and special needs families in 7×7 interview first appeared on SEONewsWire.net.]]>