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Events & Seminars

 

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

Upcoming Events

Tuesday, May 31, 2016 3:00pm
Peace of Mind Program Members Only
"Let's Talk about The Talk" - Part of our ongoing work to help you achieve multi-generational planing
Presented by Michael Gilfix and Mark Gerson Gilfix

September 15 & 16, 2016
Fall Elder Law Institute, Michigan
Michael Gilfix is the National Speaker at this event for professionals.

 

Past Events

Wednesday, May 11, 2016: 2:30 - 4:00pm
Your Estate Planning Check Up - Do You Have a Plan?
With Michael Gilfix and Mark R. Gerson Gilfix
Avenidas Senior Center

Wednesday, May 18, 2016; 12-1:30pm
Silicon Valley Planned Giving Council Luncheon
with Michael Gilfix
Capital Club Silicon Valley, San Jose, California

Thursday, May 5, 2016; 2-4pm and 6-8pm
12th Annual Community Special Needs Trust Seminar
Attorney Michael Gilfix presents our annual seminar.
Crowne Plaza
4290 El Camino Real
Palo Alto, CA
Mediterranean Room I & II

Thursday, April 7, 2016 from 5-7pm, Save the Date
Attorney Mark Gilfix presents with Support for Families of Children with Disabilities in San Francisco.

Saturday, April 9, 2016 from 4:30-6:30PM
The ABLE Act, Special Needs Trusts, and Conservatorships
Presented with "Friends of Children with Special Needs"
Fremont, CA
Presented by attorney Mark R. Gerson Gilfix

Tuesday, March 29, 2016 from 12:30-1:30pm
Guardianships: How to Avoid Them, and What to do When They are Needed
Presentation by attorney Michael Gilfix.
Poplar Modular
215 Panama St. (Near Acacia & Birch Modulars)
Stanford,CA

Tuesday, February 23, 2016; 12:30-1:30pm
Protect Family Assets in the face of Expensive Long Term Care
Stanford, California
Presentation by attorney Mark Gilfix

Thursday, February 11, 2016; 1:00 PM - 2:30 PM EST
American Bar Association Webinar
The Benefits of Multigenerational Planning for Long Term Care, Special Needs, and Tax Situations
Presented by Michael Gilfix and Mark Gerson Gilfix

Tuesday, February 9, 2016; 2-3:30pm
Community Resources for Independent Living (CRIL)
Fremont, California
Presented by attorney Mark Gilfix

January 28-30, 2016
Sophisticated Elder Law, Tax and Estate Planning from Start to Finish
National Academy of Elder Law Attorneys Annual Summit Conference
Newport Beach, CA
Presentation by Michael Gilfix

Thursday, January 28, 2016; 3-4:30pm
All Day Event: Caregiving 101
Home Care Services Protection Act
Presented by attorney Elijah Keyes

Tuesday, January 26, 2016; 12:30-1:30pm
First We Talk! The Critical Pieces of an Estate—How to Get Started
Stanford, California
Presented by attorney Mark Gilfix

Monday, January 25, 2016 | 6pm
Workshop for Parents
The PACE School, 1880 Pruneridge Ave., Santa Clara
Presented by Michael Gilfix and Mark Gerson Gilfix

December 15, 2015
Asset Protection Seminar with Attorney Mark Gerson Gilfix
Bay Café Palo Alto, CA

October 28, 2015
Asset Protection Seminar with Len Tillem
Crowne Plaza Cabana

October 17, 2015
Avenidas Caregiver Conference: The Art of Caregiving
Mountain View Senior Center
Presentation by Mark Gilfix at 10AM

September 17-18, 2015
The 11th Annual Jerry A. Kasner Estate Planning Symposium
Santa Clara, California
Estate Planning for Employee Benefits
September 10, 2015
Avenidas Senior Center, Palo Alto
What You Need to Know About Long-Term Care and Multigenerational Planning
By Michael Gilfix and Mark Gilfix

July 16, 2015
Symposium 2015, San Diego
Preventing Financial Elder Abuse
By Michael Gilfix
June 9, 2015
Avenidas Senior Center, Palo Alto
What You Need to Know About Long-Term Care Planning
By Michael Gilfix and Mark Gilfix

May 26, 2015
Avenidas Workshop - Estate Planning Check Up
Michael Gilfix reviews critical documents you must have in place, what they are and how they work.

May 8, 2015
Gilfix & La Poll Attorneys to Appear on NBC’s ‘Asian Pacific America’
Michael Gilfix and Mark Gilfix appeared in order to discuss how best to provide for those with special needs in the Bay Area's Asian community.

April 10, 2015
Gilfix & La Poll Associates Attorney Mark Gilfix to Appear on KTVU Channel 2
Mark appeared on the KTVU FOX Channel 2 show, “Bay Area People” to offer insights on key steps parents should follow to plan for their children’s future.
View Here

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

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