Pioneers and nationally recognized leaders in estate planning.
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Events & Seminars

The following are our most recent seminars. New ones will be posted here. Michael Gilfix will be presenting at these seminars, so please join us and bring your family and friends.

To reserve seat(s), RSVP here or call (650) 493-8070. Please include your name, address, telephone number, e-mail and the names of guests attending the seminar with you.

Upcoming Events

Morgan Center 13th Annual Autism Conference
Mark Gilfix 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.
Presentation Time: 2:45PM – 4:15PM
Location: Heritage Theatre 1 W Campbell Ave, Campbell, CA 95008