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Special Needs Trust Creation and Management Guide

For parents and by those who serve as trustees or managers of Special Needs Trusts. Get your copy now!


Event Registration: Special Needs Trust Seminar & Free Book

13th Annual Special Needs Trust Seminar

Presented by Michael Gilfix, Esq. and Mark R. Gilfix, Esq.

You will learn about these crucial planning tools:

  • How Special Needs Trusts work
  • Why you must create one if you have a child with a disability
  • The ABLE Act: an empowering new tool
  • The Special Needs Trust Fairness Act
  • Impact of Trump administration policies
  • How a Special Needs Trust complements public benefits like SSI & Medi-Cal
  • About housing for disabled individuals

A Special Thanks to Our Nonprofit Co-Sponsors

  • Center for Independence of San Mateo
  • Children's Health Council
  • Community Resources for Independent Living (CRIL)
  • Jewish Family and Children's Services
  • Life Services Alternatives, Inc.
  • National Alliance on Mental Illness (NAMI)
  • Pacific Autism Center for Education (PACE)
  • Parents Helping Parents and many more!

Wednesday, May 10, 2017
2:00 - 4:00 PM
Elks Lodge
4249 El Camino Real, Palo Alto

Wednesday, May 10, 2017
6:00 - 8:00 PM
Elks Lodge
4249 El Camino Real, Palo Alto

The First 50 Registrants Will Receive a Free Book

Sign up now and you will receive a free copy of "Special Needs Trust Creation and Management Guide: California Second Edition". This offer is only available to the first 50 registrants. The book will be given to you at the event.

About the book: Our goal is to identify the most important issues that arise and to suggest how they might be addressed. Above all, this guide is designed to be practical. It is not exhaustive and it is no substitute for obtaining appropriate legal and other advice on a regular basis and when challenging issues arise. Our focus is on the operation of Special Needs Trust in California, though it is generally reliable for guidance for the operation of Special Needs Trusts in any state. Special Needs Trusts are the creature of and authorized by federal law. In some ways, state law can affect their operation.