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2014 Events & Seminars

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