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Gilfix & La Poll offers free estate planning seminars on Trump tax reform

Uncertain about what the new tax law means for you and your family? Wondering how to proceed with your estate planning in light of President Trump’s tax reform? Gilfix and La Poll Associates is here to help.

Attorneys Michael Gilfix and Mark R. Gilfix will be leading several free seminars during which they will discuss the implications of the new tax law and provide practical tips. The community at large is invited to attend one of four sessions being held in February.

Titled “The New Trump Tax Reform and Your Tax and Estate Planning,” the seminar will present a wealth of valuable information that will allow you to take charge, plan and capture benefits. Michael Gilfix and Mark R. Gilfix will talk about both irrevocable trusts and revocable trusts, estate tax, as well as income tax punishments and opportunities. They will also cover what the new tax law means for real estate, and buying or selling a home.

The seminar will offer guidance on new income tax credits for caregivers and the planning implications for the cost of long-term care. It will also answer questions like should you move your assets to Nevada? Will a “pass through” entity save you a small fortune in income tax? Gilfix and La Poll aims to address all your concerns and ensure the tax reform plan does not leave you feeling helpless.

If you are interested in attending the seminar, please register online at https://www.gilfix.com/event-registration/

Seminar Details:

  • Tuesday, February 20, 2018
    2 p.m.
    Crowne Plaza
    1221 Chess Drive, Foster City
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  • Thursday, February 22, 2018
    2 p.m.
    Hotel Biltmore
    2151 Laurelwood Road, Santa Clara
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  • Tuesday, February 27, 2018
    2 p.m. and 6 p.m.
    Elks Lodge
    4249 El Camino Real, Palo Alto

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Thank you for attending Gilfix Asset Protection, Long-Term Care and Special Needs Seminars

Gilfix and La Poll would like to thank all of you for the amazing turnout at our recent free estate planning seminars. After the overwhelming response to our November seminars, we decided to offer another special event in December for those who missed out on the earlier sessions.

Hundreds of people attended the five seminars led by attorneys Michael Gilfix and Mark Gilfix. They were thrilled with the high level of audience participation, which made the seminars a resounding success. You did not hesitate to ask us great questions about difficult to understand topics.

The seminars covered a broad range of key estate planning areas including:

  • The four critical planning documents everyone needs
  • How living trusts address one’s asset protection needs
  • How to protect assets that are left for children from divorce and lawsuits
  • How to avoid bankruptcy and protect assets if a nursing home is needed
  • How to protect one’s home and avoid capital gains taxes
  • How to utilize special needs trusts to protect family members with disabilities

Gilfix and La Poll is dedicated to educating the community about managing family assets. We are passionate about helping the community gain a better understanding of the many planning issues that families face.

Once again, we would like to thank you for your participation in the seminars and for making them such a success. Gilfix and La Poll hopes to continue offering many such events to our Bay Area community in the future.

If you or your loved ones would like to learn more about the planning process or have a particular concern, please do not hesitate to contact our office.

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Advising Clients About Hospitalization and Operations

Recently, in the Trust and Estate Magazine, Myra Gilfix wrote a featured article titled “Advising Clients About Hospitalization and Operations.” In this article, Gilfix discusses how families can be advocates for themselves and for senior family members. In the article Gilfix stresses that a patient advocate is a crucial part of elder care.

Elder law attorneys help clients make decisions about end-of-life care through living wills or advance healthcare directives. Elder law lawyers can help their clients express their wishes regarding artificial life-prolonging care, artificially administered food and water, and comfort care if they can no longer make their own decisions in an event of an illness. Gilfix strongly encourages family members to talk to friends, other family members and medical providers about their wishes and feelings regarding end-of-life care.

Patient advocates or proxies, are those named in documents describing the medical care decisions or advance directives. The proxy can even be effective if the client is not debilitated or absent. Noted geriatrician, Dr. Mark Lachs, says, “. . . I firmly believe that there is no health-care venue where laypeople — patients, families, concerned friends and neighbors — can have a greater impact on improving outcomes of care.”

Elder care lawyers are positioned to offer information and help when a loved family member may be hospitalized. While not offering legal advice, an elder care attorney is able to encourage a client to name who they feel is the foremost person(s) to help them while they are in hospital. “Sometimes,” says Gilfix, “it takes a village.” Family, friends, a church group or even a professional advocate are the best support system and resource for seniors facing hospitalization. Patient advocates are in the unique position to help with communications with doctors and nurses, keep track of numerous medical staff, make sure a patient is comfortable and is recovering.

Elder law lawyers can easily add patient advocate to their existing role of assisting seniors, making attorneys more proactive in offering practical, fact-based advice and information for all family members.

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