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In The News

Michael Gilfix and other attorneys are Gilfix & La Poll are regularly recognized as experts in local and national media. Michael Gilfix is a nationally known authority in the field of law, aging and estate planning. He is a Fellow of the National Academy of Elder Law Attorneys (NAELA), a co-founder of NAELA, and a Certified Legal Specialist in Estate Planning, Trust and Probate Law.

Mr. Gilfix and other Gilfix & La Poll attorneys have been featured in national and local media outlets for their insight into the field of estate planning. Below is a selection of articles in which they are mentioned.

 
Michael Gilfix on Special Needs Trusts

Special Needs Trusts with Mark Gilfix

See Mark Gilfix explain how Special Needs Trusts are set up, and how they operate, in the Pacific Autism Center-sponsored “Porchlight” Video Series.

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Michael Gilfix on CNBC

Senate GOP's proposed Medicaid cuts would slash aid for special needs kids

By Darla Mercado

Michael Gilfix discuss how to protect special needs children with the proposed health care bill cutting Medicaid funding.

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Mesh Multigenerational Planning with New Economy Ideas

Mesh Multigenerational Planning with New Economy Ideas

By Michael and Mark Gilfix

Broaden client service by giving estate planning a multigenerational scope and being alert to new economy opportunities. This would represent a paradigm shift in methods to serve client needs.

Mesh Multigenerational Planning with New Economy Ideas

 
A New Paradigm: Truly Multigenerational Planning

A New Paradigm: Truly Multigenerational Planning

Help Families Achieve a Diversity of Shared Goals.
By Michael and Mark Gilfix

Regardless of wealth, most members of our client communities would benefit from multigenerational planning.

A New Paradigm: Truly Multigenerational Planning

 
NBC Bay Area

Mark and Michael Gilfix discuss services for families with special needs children

Michael Gilfix and Mark Gilfix recently appeared together on NBC Bay Area's “Asian Pacific America with Robert Handa.” The episode focused on families in Asian communities with special needs, particularly those with autistic children. They discussed the importance of Special Needs Trusts and their critical role in structuring an effective estate plan.

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Medi-Cal asset seizure bill heads to Gov. Jerry Brown

Medi-Cal asset seizure bill heads to Gov. Jerry Brown

Even if the bill is vetoed, according to Palo Alto estate attorney Michael Gilfix, Medi-Cal reimbursement claims -- particularly those involving a recipient's home -- can be avoided through estate planning. Still, the bill's advocates say that route can be costly and discriminates against the poor.

Medi-Cal asset seizure bill heads to Gov. Jerry Brown

 
Medi-Cal has booby trap for some estates

Medi-Cal has booby trap for some estates

Many low-income Californians who became eligible for Medi-Cal, the state's version of Medicaid, under the Affordable Care Act were happy to get free health care. But for those 55 and older, it came with a booby trap. When they die, the state will attempt to recover anything it spent on their health care from their estates, including their home.

Medi-Cal has booby trap for some estates

 
Finances and the Aging Brain

Finances and the Aging Brain

The latest research on why even smart investors fall prey to financial predators. Some recent research has shown that highly intelligent retirees—even those with no signs of dementia—find it harder to distinguish safe investments from risky ones. Compared with younger investors, those over the age of 65 "showed striking and costly inconsistencies" in their financial behavior...

Finances and the Aging Brain

 
How to protect assets from nursing home costs

How to protect assets from nursing home costs

Matt Krantz, USA TODAY - Q: Are there ways for my father to protect his portfolio and real estate assets from being devoured by nursing home costs in the future by planning now?

How to protect assets from nursing home costs

 
An Estate Plan Built For Special Needs

An Estate Plan Built For Special Needs

By RACHEL EMMA SILVERMAN, wsj.com -

Gabe Molitor is no ordinary trust-fund kid: He has epilepsy and Asperger's syndrome, a form of autism. His mother, Shelby Valentine, recently set up what's known as a special-needs trust, which will provide funding to pay for some of her 30-year-old son's expenses when Ms. Valentine and her husband are no longer able to care for him...

An Estate Plan Built For Special Needs

 
To Protect an Aging Parent's Assets, Plan Ahead

To Protect an Aging Parent's Assets, Plan Ahead

By Mike Krantz, Usa Today. This is a question and answer piece. Q: My father may be put into a nursing home and would like to protect his investments, including his home and $250,000 in cash and stocks. Is there a way to do this? A: ...

To Protect an Aging Parent's Assets, Plan Ahead

 
Limits Loom on Nursing-Home Aid

Limits Loom on Nursing-Home Aid

By RACHEL EMMA SILVERMAN, The Wall Street Journal. Advisers urge elderly clients to act before rules tighten eligibility for Medicaid. With proposed new rules expected to take effect next month that would toughen eligibility for Medicaid-funded nursing-home stays, lawyers and financial advisers are urging elderly clients to make plans now that might increase their chances of being eligible for government aid...

Limits Loom on Nursing-Home Aid

 
Stash Your Cash Before You Tie The Knot.

Stash Your Cash Before You Tie The Knot.

By Nora Lockwood Tooher. A little practical planning can avoid nightmares later. Before newlyweds utter the fateful "I do," estate planning attorneys are encouraging them to stash their cash in premarital trusts...

Stash Your Cash Before You Tie The Knot.

 
Will Mom Mind? Check Her Contract.

Will Mom Mind? Check Her Contract.

By RACHEL EMMA SILVERMAN, The Wall Street Journal. Seniors turn to written agreements to compensate relatives as caregivers; reducing estate size. Trish Richert recently signed a binding employment contract. Ms. Richert's employer: her mom...

Will Mom Mind? Check Her Contract.