Pioneers and nationally recognized leaders in estate planning.

650.493.8070 local

800.244.9424 toll-free

We Have Been Seen In
Contact Us
Beat Estate Tax Forever

Plan to avoid the estate tax. Get your copy now!


Connect
twitterfacebookgpluslinkedin

Events & Seminars

 

Upcoming Events

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

Wednesday, November 28, 2018
Presentation by Elijah M. Keyes
Professional Fiduciary Association of Silicon Valley

Wednesday, January 16, 2019
Presentation by Elijah M. Keyes
Santa Cruz Estate Planning Council

Wednesday, February 27, 2019
Presentation by Elijah M. Keyes
Professional Fiduciary Association of California, Silicon Valley

 

Past Events

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
Presentation by Elijah M. Keyes
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
Presented by Elijah M. Keyes
San Jose, CA


 

View Previous Events & Seminars: 2017 | 2016 | 2015 | 2014