Pioneers and nationally recognized leaders in estate planning.

650.493.8070 local

800.244.9424 toll-free

We Have Been Seen In

Contact Us
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!


Connect
twitterfacebooklinkedin

Recorded Webinars

Recorded webinars are posted here when completed.

October 4, 2021: Last Opportunity to Preserve Assets?

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

May 27, 2021: Special Needs Trusts and Planning: Dramatic Developments

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

April 14-15, 2021: Post Election Analysis: Tax, Trusts, & Planning

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

December 22, 2020: Prop 19 Devastates Special Needs Planning

A Webinar by Gilfix and La Poll Associates

December 9, 2020: Prop 19 and Special Needs Trusts – Why Property Taxes Could Spike for your Special Needs Child

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

December 4, 2020: A Free Gilfix Webinar: Post-Election Analysis "Elections Have Consequences"

Webinar is presented by Michael Gilfix (Stanford BA ’70, JD, ’73) and Mark Gilfix (Stanford BS '01) of Gilfix & La Poll Associates, LLP.

We cover:

  • The likely future of the 40% “death tax” and what you can do to avoid it
  • Potential changes to capital gains and other federal taxes
  • What property owners need to know about the outcome of Propositions 15 and 19
  • The planning steps you must take now to prepare for our new political reality
  • Trust planning to protect kids and future generations from divorce, lawsuits, and estate taxes
  • Trust planning to save the family home and avoid estate tax

This webinar will enable you to save your family home and hard-earned assets.

Call us to make an appointment: 650-493-8070.

October 7, 2020: Medical Decision Making and Patient Advocacy in a Crisis

September 30, 2020: Legal Planning in a Crisis

August 2020: Trusts, Long-Term Care, and Asset Protection Planning – A Free Gilfix Webinar

May 18, 2020: Multi-Generational Planning for Quality Long-Term Care - Gilfix Webinar Series with Avenidas

May 14, 2020: Medical Decision Making presented with Avenidas

May 12, 2020: Health Care Decision Making in a Crisispresented by Myra Gerson Gilfix and Michael Gilfix

May 7, 2020: Legal Planning in a Crisis, Presentation for Stanford Alumni, Villages SF

April 29, 2020: Legal Planning in a Crisis - Making Sure You and Your Family Are Covered

April 17, 2020: Special Needs Planning in a Crisis - 3 Steps You Must Take For Your Family