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


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Events & Webinars

Upcoming Events

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

A Free Gilfix Webinar

Post-Election Analysis - Tax, Trusts, Planning

Tuesday, November 10 at 2PM PST

Wednesday, November 11 at 2PM PST

Thursday, November 12 at 6PM PST

Location: Online via Zoom (Login info will be sent to those who register)

Presented by Michael Gilfix (Stanford BA '70, JD '73) & Mark Gilfix (Stanford BS '01) of Gilfix & La Poll Associates, LLP

LEARN MORE

Past Webinars

Recorded webinars are posted here when completed.

Past Events

Thursday, October 8, 2020
Legal Planning in a Crisis - What You Need to Make Sure You and Your Family Are Covered Webinar
Presented by Michael Gilfix and Mark R. Gilfix

Tuesday, August 18, 2020
Trusts, Long-Term Care and Asset Protection Planning Webinar
Presented by Michael Gilfix and Mark R. Gilfix

Monday, August 17, 2020
Trusts, Long-Term Care and Asset Protection Planning Webinar
Presented by Michael Gilfix and Mark R. Gilfix

Thursday, May 21, 2020
Multi-Generational Planning for Quality Long-Term Care Webinar
Presented by Michael Gilfix and Mark R. Gilfix

Monday, May 18, 2020
Multi-Generational Planning for Quality Long-Term Care Webinar
Presented by Michael Gilfix and Mark R. Gilfix

Thursday, May 14, 2020
Medical Decision Making and Patient Advocacy in a Crisis: Being Prepared Webinar
Presented by Michael Gilfix and Mark R. Gilfix

Thursday, May 7, 2020
Legal Planning in a Crisis - Making Sure You and Your Family Are Covered Webinar
Presented by Michael Gilfix and Mark R. Gilfix

Friday, April 17, 2020
Special Needs Planning in a Crisis Webinar
Presented by Michael Gilfix and Mark R. Gilfix with Pacific Autism Center for Education

Thursday, February 13, 2020
Long Term Care and Asset Protection Planning Seminar
Presented by Michael Gilfix and Mark R. Gilfix
2151 Laurelwood Road, Santa Clara CA 95054

Monday, February 10, 2020
Long Term Care and Asset Protection Planning Seminar
Presented by Michael Gilfix and Mark R. Gilfix
1875 Embarcadero Road, Palo Alto CA 94303

Saturday, February 8, 2020
Long Term Care and Asset Protection Planning Seminar
Presented by Michael Gilfix and Mark R. Gilfix
2151 Laurelwood Road, Santa Clara CA 95054

Wednesday, October 31, 2019
General Estate Planning Seminar
Presented by Michael Gilfix and Mark R. Gilfix
1875 Embarcadero Road, Palo Alto CA 94303

Wednesday, October 2, 2019
General Estate Planning Seminar
Presented by Michael Gilfix and Mark R. Gilfix
1875 Embarcadero Road, Palo Alto CA 94303

Wednesday, September 25, 2019
General Estate Planning Seminar
Presented by Michael Gilfix and Mark R. Gilfix
1875 Embarcadero Road, Palo Alto CA 94303

Wednesday, June 19, 2019
Follow-Up Special Needs Trust Seminar
Presented by Michael Gilfix and Mark R. Gilfix
1875 Embarcadero Road, Palo Alto CA 94303

Wednesday, May 1, 2019
15th Annual Special Needs Trust Seminar
Presented by Michael Gilfix and Mark R. Gilfix
4249 El Camino Real, Palo Alto California 94306

Wednesday, February 27, 2019
Professional Fiduciary Association of California, Silicon Valley

Wednesday, January 16, 2019
Santa Cruz Estate Planning Council

Wednesday, November 28, 2018
Professional Fiduciary Association of Silicon Valley

Saturday, November 17, 2018, 8am-5pm
SFASA Annual Conference
"How Much is Enough?" presented by Mark Gilfix

Tuesday, October 30, 2018, 2-4 PM
Biltmore Hotel in Santa Clara
2151 Laurelwood Road, Santa Clara CA 95054
Presented by Michael Gilfix and Mark Gilfix

Thursday, November 1, 2018 2-4 PM and 6-8 PM
Elks Lodge Palo Alto
4249 El Camino Real, Palo Alto, CA 94306
Presented by Michael Gilfix and Mark Gilfix

Saturday, October 13, 2018
Ataxia Support Group

Tuesday, September 25, 2018
Long Term and Asset Protection Planning
Presentation by Michael and Mark Gilfix
Avenidas Senior Citizen Center
Learn more about this seminar

Tuesday, August 28, 2018
Trump Tax Reform and Your Tax and Estate Planning
Presentation by Michael and Mark Gilfix
Avenidas Senior Citizen Center
Learn more about this seminar

Tuesday, May 29
A Special Event For Those Who Missed the 14th Special Needs Trust Seminar
Presented by Michael Gilfix & Mark Gilfix
Mitchell Park Community Center

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

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
San Jose, CA


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