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Events & Seminars

The following are our most recent seminars. New ones will be posted as they are announced.

Upcoming Events


11th Annual Special Needs Trust Community Seminar

A Free Gilfix Seminar
April 9, 2015
11th Annual Special Needs Trust Community Seminar
By Michael Gilfix and Mark Gilfix

Special Needs Trust Seminar
The Cornerstone of Estate Planning for People with Disabilities

  • What is a Special Needs Trust?
  • Why you must create one if a child or other family member is disabled?
  • The new ABLE Act – An opportunity!
  • How a family member with disabilities can have a trust and still keep public benefits
  • Housing for disabled individuals
  • What you need to know about government benefits

Attendees will receive a free copy of Michael Gilfix’s book, Special Needs Trust Creation and Management Guide!

Crowne Plaza Cabana
4290 El Camino Real
Palo Alto, CA 94306
Thursday, April 9 from 2-4pm or 6-8pm

Cosponsors include:

Morgan Autism Center
Autism Society of the San Francisco Bay Area
Life Services Alternatives, Inc.
Parents Helping Parents
Fremont Bank
Cystic Fibrosis Research, Inc.
National Alliance on Mental Illness (NAMI)
Bay Area Housing corporation
Children’s Health Council
Support for Families of Children with Disabilities
Pacific Autism Center for Education
Community Resources for Independent Living
And more!

Special Needs Seminar Cosponsors

We are no longer accepting RSVPs.  Walk-ins are welcome.

May 19 and June 2, 2015
Avenidas Workshop
By Michael Gilfix and Mark Gilfix

June 25, 2015
UC Berkeley Campus, Doe Library
Rare Book and Manuscript Curator Conference
By Michael Gilfix

Past Events


February 11, 2015
Peace of Mind Program Members Only
Back by Popular Demand -- Stretch IRA Trusts
By Elijah Keyes

December 10, 2014
Silicon Valley Bar Association, New Attorney Roundtable, San Jose, CA
Using IRA Trusts in Estate Planning
By Elijah Keyes

November 12, 2014
Mendocino Professional Advisors Roundtable, Ukiah, CA
Using IRA Trusts in Estate Planning
Professionals acting as Successor Trustees
By Elijah Keyes

October 24, 2014
Redwood City, CA
Autism Society of San Francisco
Supported Housing Solutions for Adults with Developmental Disabilities
Housing Challenges and Special Needs Trusts – Creativity in Legal and Estate Planning
By Michael Gilfix

October 16, 2014
CalCPA Silicon Valley, Trusts and Estates Section, San Jose, CA
CPAs acting as Successor Trustees
By Elijah Keyes

October 14, 2014
Palo Alto, CA
Protecting Your Assets, Protect Your Family: Planning for Long-Term Care and Planning to Protect What you Leave Your Kids and Grandkids.
By Michael Gilfix and Mark Gilfix

September 20, 2014
Campbell, CA
13th Annual Morgan Autism Center Conference with the Autism Society San Francisco Chapter
Innovating Housing Models: Creating a Life Estate in Your Home for Your Grown Child and Other Estate Planning Techniques to Consider
By Mark Gilfix

June 5, 2014
Palo Alto, CA
Peace of Mind Program Members – Gilfix & La Poll Associates, LLP
Digital Assets
By Mark Gilfix

May 28, 2014
Palo Alto, CA
Autism Society of San Francisco
Post Parental Adult Autism Care
Legal Necessities and Options
By Michael Gilfix

May 3, 2014
Campbell, CA
Ageing Services Collaborative of Santa Clara California
Simply Essential Estate Planning and Asset Preservation
By Michael Gilfix

April 4, 2014
Santa Clara County Public Guardian
Conservatorship Training
By Elijah Keyes

February 12, 2014
Silicon Valley Bar Association New Attorney Roundtable
Durable Powers of Attorney
By Elijah Keyes

February 6, 2014
Las Vegas, NV
Southern Nevada Estate Planning Council
“Evolution of Estate Planning: Integrating Asset Protection, Long-Term Care, and Tax Planning for Multiple Generations.”
By Michael Gilfix

January 16, 2014
CalCPA, Silicon Valley Chapter
Medi-Cal and the Crisis of Long-Term Care
By Elijah Keyes

January 16, 2014
Palo Alto, CA
Peace of Mind Program Members – Gilfix & La Poll Associates, LLP
Beat Estate Tax Forever – Book Release
By Michael Gilfix