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.