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Long Term and Asset Protection Planning

This presentation by attorneys Michael Gilfix and Mark R. Gerson Gilfix will address:

  • Simplification of your Revocable Trust to massively save on taxes;
  • Passing assets to your children and grandchildren in ways that protect them from divorce, litigation, and estate taxes;
  • How to protect your residence and other assets – and save your family $100s of thousands - while qualifying for Medi-Cal to pay the cost of skilled nursing care;
  • Estate and gift taxes;
  • The pros and cons of reverse mortgages;
  • Long-term care insurance and planning for long term care; and
  • The value and importance of involving your children in the planning process.