Events & Seminars

New seminars are posted here as soon as they are announced.

Upcoming Events

Wednesday, May 23
Tax, Asset Preservation, and Public Benefits Planning to Address the (Inevitable) Cost of Long-Term Care
Southern Nevada Estate Planning Council
Presented by Michael Gilfix
Las Vegas, Nevada

Past Events

Wednesday, February 28, 2018
Attorney Mark Gilfix will be speaking at Caminar about Special Needs Trusts and related planning issues. Caminar is a wonderful non-profit organization in San Mateo focused on serving adults with disabilities, and their families.
Presented by Mark R. Gilfix
Invite only. Not open to the general public.

Tuesday, March 27, 2018
Addressing the Cost and Quagmire of Long-Term Care with Multigenerational Planning
American Society on Aging
Presented by Michael Gilfix and Mark R. Gilfix
San Francisco, California

Friday, January 19, 2018
Drafting and Designing Revocable Trusts in California
Mentor Legal Drafting
Presented by Elijah M. Keyes
San Jose, CA

Wednesday, December 6, 2017
We Protect Family Assets, A Free Gilfix Estate Planning Seminar
Presented by Michael Gilfix and Mark R. Gilfix
Palo Alto, CA

Monday, November 13, 2017
Exclusive Peace of Mind Seminar
IRA Trusts
Presented by Elijah M. Keyes
Palo Alto, CA

Thursday, November 9, 2017
Gilfix Asset Protection Seminar
Presented by Michael Gilfix, Esq. and Mark R. Gilfix, Esq.
Palo Alto, CA

Wednesday, November 8, 2017
Gilfix Asset Protection Seminar
Presented by Michael Gilfix, Esq. and Mark R. Gilfix, Esq.
Foster City, CA

Tuesday, November 7, 2017
Center for Law and the Biosciences
Presentation by Michael Gilfix
Stanford, California

Monday, November 6, 2017
Gilfix Asset Protection Seminar
Presented by Michael Gilfix, Esq. and Mark R. Gilfix, Esq.
Santa Clara, California

Thursday, November 2, 2017
The 123s of SNTs: The Nuts and Bolts of Special Needs Trusts
Silicon Valley Independent Living Center
Presented by Elijah M. Keyes
San Jose, California

Thursday, November 2, 2017
Exclusive Peace of Mind Seminar
Patient Advocacy
Presented by Myra R. Gerson Gilfix & Mark R. Gilfix
Palo Alto, California

Wednesday, October 25, 2017
IRA Designations -- Where is your Creativity?!
Silicon Valley Bar Association
Presented by Elijah M. Keyes
San Jose, California

Saturday, October 21, 2017
Transfer Deeds -- The Nuts and Bolts
Paralegal Association of Santa Clara County
Presented by Elijah M. Keyes
San Jose, California

Wednesday, September 14, 2017
Trump Initiatives Affecting Vulnerable Populations
Hosted by Trusts & Estates
Presented by the Trump Policy Analysis Group
Online

July 20, 2017
Trust Protectors and Other Super Powers
San Mateo Bar Association
Presented by Elijah M. Keyes and Sheri Sudweeks
San Jose, California

Thursday, June 22, 2017
Special Needs Trust Seminar
Presented by Michael Gilfix and Mark R. Gilfix
Palo Alto, California

Wednesday, June 14, 2017
Updates, Worries, and Strategies for Older Americans and those with Special Needs
Presented by Michael Gilfix
Association of International Certified Professional Accountants
Las Vegas, Nevada

Wednesday, May 10, 2017
13th Annual Special Needs Trust Seminar
Presented by Michael Gilfix and Mark R. Gilfix
Palo Alto, California

Tuesday, May 9, 2017
What You Need to Know About Long Term Care Planning – Options, Costs, Asset Protection, Medi-Cal
Presented by Michael Gilfix and Mark R. Gerson Gilfix
Palo Alto, California

Saturday, April 29, 2017
Evolution of the Profession
Presented by Michael Gilfix
National Academy of Elder Law Attorneys 2017 Conference
Boston, MA

Tuesday, March 21, 2017
IR Beneficiaries - Where is your creativity?
Presented by Elijah M. Keyes
Santa Clara Estate Planning Council

Thursday, March 15, 2017
Presented by the Trump Policy Analysis Group
Online Webinar

Wednesday, March 15, 2017
Planning in the Trump Era
A Free Gilfix Estate Planning Seminar
Presented by Michael Gilfix, Esq. and Mark R. Gilfix, Esq.
Palo Alto, California

February 21-23, 2017
Planning in the Trump Era
A Free Gilfix Estate Planning Seminar
Presented by Michael Gilfix, Esq. and Mark R. Gilfix, Esq.
Foster City, CA; Santa Clara, CA; and Palo Alto, CA

Wednesday, November 2, 2016
We Protect Family Assets
A Free Gilfix Asset Protection Seminar
Presented by Michael Gilfix, Esq.and Mark R. Gilfix, Esq.
Palo Alto, California

Tuesday, October 4, 2016
Town Hall Forum: Lifespan Planning for Special Needs Families
Stanford University

September 26-28, 2016
We Protect Family Assets
A Free Gilfix Asset Protection Seminar
Presented by Michael Gilfix, Esq. and Mark R. Gilfix, Esq.

September 15 & 16, 2016
Michael Gilfix was the featured national expert at the Michigan State Bar ICLE program on September 15 and 16. His key note speech was entitled, “Elder Law Practice Advice from the Trenches.” He also presented a talk on marketing and business in a program entitled, “Running Your Practice: Marketing Your Elder Law Services.”
Fall Elder Law Institute, Michigan State Bar ICLE

Tuesday, June 21, 2016
Long-Term Care -- Planning and Quality Care
Presented by Michael Gilfix & Mark R. Gerson Gilfix
Avenidas Senior Center
Palo Alto, California

Tuesday, May 31, 2016
Peace of Mind Program Members Only
"Let's Talk about The Talk" - Part of our ongoing work to help you achieve multi-generational planing
Presented by Michael Gilfix and Mark Gerson Gilfix
Palo Alto, California

Wednesday, May 11, 2016
Your Estate Planning Check Up - Do You Have a Plan?
Presented by Michael Gilfix and Mark R. Gerson Gilfix
Avenidas Senior Center
Palo Alto, California

Wednesday, May 18, 2016
Silicon Valley Planned Giving Council Luncheon
Presented with Michael Gilfix
Capital Club Silicon Valley, San Jose, California

Thursday, May 5, 2016
12th Annual Community Special Needs Trust Seminar
Presented by attorney Michael Gilfix
Crowne Plaza, Palo Alto, CA

Thursday, April 7, 2016
Attorney Mark Gilfix presents with Support for Families of Children with Disabilities
San Francisco, California

Saturday, April 9, 2016
The ABLE Act, Special Needs Trusts, and Conservatorships
Presented by attorney Mark R. Gerson Gilfix
Presented with "Friends of Children with Special Needs"
Fremont, California

Tuesday, March 29, 2016
Guardianships: How to Avoid Them and What to do When They are Needed
Presented by Michael Gilfix
Stanford,California

Tuesday, February 23, 2016
Protect Family Assets in the Face of Expensive Long Term Care
Presentation by attorney Mark Gilfix
Stanford, California

Thursday, February 11, 2016
The Benefits of Multigenerational Planning for Long Term Care, Special Needs, and Tax Situations
Presented by Michael Gilfix and Mark Gerson Gilfix
American Bar Association Webinar

Tuesday, February 9, 2016
Community Resources for Independent Living (CRIL)
Fremont, California
Presented by attorney Mark Gilfix

January 28-30, 2016
Sophisticated Elder Law, Tax and Estate Planning from Start to Finish
National Academy of Elder Law Attorneys Annual Summit Conference
Presentation by Michael Gilfix
Newport Beach, CA

Thursday, January 28, 2016
All Day Event: Caregiving 101
Home Care Services Protection Act
Presented by attorney Elijah Keyes

Tuesday, January 26, 2016
First We Talk! The Critical Pieces of an Estate—How to Get Started
Presented by attorney Mark Gilfix
Stanford, California

Monday, January 25, 2016
Workshop for Parents
Presented by Michael Gilfix and Mark Gerson Gilfix
The PACE School, Santa Clara, California

December 15, 2015
Asset Protection Seminar
Presented by attorney Mark Gerson Gilfix
Bay Café, Palo Alto, CA

October 28, 2015
Asset Protection Seminar
Presented by Michael Gilfix with special guest, Len Tillem
Crowne Plaza Cabana, Palo Alto, California

October 17, 2015
Avenidas Caregiver Conference: The Art of Caregiving
Presented by Mark Gilfix
Mountain View Senior Center

September 17-18, 2015
The 11th Annual Jerry A. Kasner Estate Planning Symposium
Santa Clara, California

September 10, 2015
What You Need to Know About Long-Term Care and Multigenerational Planning
Presented by Michael Gilfix and Mark Gilfix
Avenidas Senior Center, Palo Alto, California

July 16, 2015
Symposium 2015
Preventing Financial Elder Abuse
Presented by Michael Gilfix
San Diego, California

June 9, 2015
Avenidas Senior Center
What You Need to Know About Long-Term Care Planning
Presented by Michael Gilfix and Mark Gilfix
Palo Alto, California

May 26, 2015
Avenidas Workshop - Estate Planning Check Up
Michael Gilfix reviews critical documents you must have in place, what they are and how they work.

May 8, 2015
Gilfix & La Poll Attorneys to Appear on NBC’s ‘Asian Pacific America’
Michael Gilfix and Mark Gilfix appeared in order to discuss how best to provide for those with special needs in the Bay Area's Asian community.

April 10, 2015
Gilfix & La Poll Associates Attorney Mark Gilfix to Appear on KTVU Channel 2
Mark appeared on the KTVU FOX Channel 2 show, “Bay Area People” to offer insights on key steps parents should follow to plan for their children’s future.
View Here

April 9, 2015
11th Annual Special Needs Trust Community Seminar
A Free Gilfix Seminar
Presented by Michael Gilfix and Mark Gilfix
Palo Alto, California

February 11, 2015
Peace of Mind Program Members Only
Back by Popular Demand -- Stretch IRA Trusts
Presented by Elijah Keyes

December 10, 2014
Silicon Valley Bar Association, New Attorney Roundtable
Using IRA Trusts in Estate Planning
Presented by Elijah Keyes
San Jose, California

November 12, 2014
Mendocino Professional Advisors Roundtable
Using IRA Trusts in Estate Planning
Professionals acting as Successor Trustees
Presented by Elijah Keyes
Ukiah, California

October 24, 2014
Autism Society of San Francisco
Supported Housing Solutions for Adults with Developmental Disabilities
Housing Challenges and Special Needs Trusts – Creativity in Legal and Estate Planning
Presented by Michael Gilfix
Redwood City, California

October 16, 2014
CalCPA Silicon Valley, Trusts and Estates Section
CPAs acting as Successor Trustees
Presented by Elijah Keyes
San Jose, California

October 14, 2014
Protecting Your Assets, Protect Your Family: Planning for Long-Term Care and Planning to Protect What you Leave Your Kids and Grandkids.
Presented by Michael Gilfix and Mark Gilfix
Palo Alto, California

September 20, 2014
13th Annual Morgan Autism Center Conference with the Autism Society San Francisco Chapter
Innovating Housing Models: Creating a Life Estate in Your Home for Your Grown Child and Other Estate Planning Techniques to Consider
Presented by Mark Gilfix
Campbell, California

June 5, 2014
Palo Alto, CA
Peace of Mind Program Members – Gilfix & La Poll Associates, LLP
Digital Assets
By Mark Gilfix

May 28, 2014
Autism Society of San Francisco
Post Parental Adult Autism Care
Legal Necessities and Options
Presented by Michael Gilfix
Palo Alto, California

May 3, 2014
Aging Services Collaborative of Santa Clara California
Simply Essential Estate Planning and Asset Preservation
Presented by Michael Gilfix
Campbell, California

April 4, 2014
Santa Clara County Public Guardian
Conservatorship Training
Presented by Elijah Keyes

February 12, 2014
Silicon Valley Bar Association New Attorney Roundtable
Durable Powers of Attorney
Presented by Elijah Keyes

February 6, 2014
Southern Nevada Estate Planning Council
“Evolution of Estate Planning: Integrating Asset Protection, Long-Term Care, and Tax Planning for Multiple Generations.”
By Michael Gilfix
Las Vegas, Nevada

January 16, 2014
CalCPA, Silicon Valley Chapter
Medi-Cal and the Crisis of Long-Term Care
Presented by Elijah Keyes

January 16, 2014
Peace of Mind Program Members – Gilfix & La Poll Associates, LLP
Beat Estate Tax Forever – Book Release
Presented by Michael Gilfix
Palo Alto, California