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Beat Estate Tax Forever

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Events & Seminars

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

Upcoming Events

October 16, 2014
CalCPA Silicon Valley, Trusts and Estates Section, San Jose, CA
CPAs 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

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

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

Past Events

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

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

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

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

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

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

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

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