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Gilfix & La Poll to hold living trust seminar with special guest Len Tillem

Attorney Michael Gilfix of Gilfix & La Poll Associates will present a seminar titled “A Unique Living Trust Seminar: How to Protect Family Assets” on October 28 at the Crowne Plaza in Palo Alto, California.

Attorney and radio personality Len Tillem has been invited to speak at the event as a special guest during the 2:30 to 4:30 pm session. There will also be a second session of the same seminar from 7 to 9 pm.

Gilfix, who has authored over 50 books and articles, will address a range of estate planning topics including how living trusts address your asset protection needs and how to protect the assets you leave for your children from divorce, litigation and estate tax exposure.

He will provide useful information on protecting your home and other assets in the face of long-term care for you or your parents. Gilfix will also discuss how special needs trusts can provide a lifelong safety net for your special needs child without losing out on public benefits.

Those interested in attending the seminar are encouraged to call 650-493-8070 or register online at www.gilfix.com.

The Gilfix & La Poll Team

Pioneers of Elder Law - 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. To contact an estate planning lawyer visit www.gilfix.com or call 800.244.9424.

A Warning About Ads to “Fix” Your Trust

Dear Friends,

You may have seen ads running in the Mercury News and perhaps other media outlets for Trust Seminars presented by a San Diego-based law firm. These specific ads attempt to entice you by promising a “free kindle” and a “free dinner” for those who attend the seminars they are giving while they visit the Bay Area.

They claim to “fix” trusts. Their ads suggest that any trust done by anyone other than them is flawed. No surprise: They conclude that only they can fix it. We have seen marketing like this many times over the years.

We have been national and community leaders in this field for over 30 years. We know and are familiar with the real-world issues that trusts must address. We author articles and legal form books that attorneys across the nation rely upon. We have successfully represented thousands of individuals in the Bay Area, including many business and community leaders.

We want to assure you, as a client of Gilfix & La Poll or individual who has a relationship with our office, that we give you the best and most comprehensive representation in the field. Our revocable trusts do not have the problems these marketers identify. Gilfix & La Poll addresses more issues, more comprehensively, than virtually any other firm in the nation.

We have seen this firm’s list of trust document “flaws” that they identify. These lists can be misleading and it is important for you to know that planning must go beyond overly simplistic checklists.

  • Our trusts and related planning documents cover every base and offer all the legal tools and protections needed to ensure that you have the power to keep your estate safe.
  • Our Family Protection Trusts offer the powerful protections for your children — protection against divorce, against litigation and against future estate tax — that their checklist correctly identifies as important.
  • We deal with and understand additional issues they and so many others do not address, including issues related to long-term care planning and special needs.

This type of marketing conjures many confusing “straw man” arguments, where a false problem is presented and then “solved.” Do not be misled by catchy marketing and offers of free meals or gadgets. If you have a trust with another firm, we are happy to take a look and to identify real issues, and we won’t use a superficial approach to do it.

If you have any questions about this, or any other issue related to your planning, give us a call.  We might not give you a free kindle, but we will take good care of you and your family.

The Gilfix & La Poll Team

Pioneers of Elder Law - 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. To contact an estate planning lawyer visit www.gilfix.com or call 800.244.9424.