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

Practice Areas

Avoiding Estate Tax: Estate and Gift Tax Planning

If you are fortunate enough to build the financial legacy you wish to pass on to your loved ones for their future security, you need to actively engage in estate and gift tax planning. Gilfix and La Poll has over three decades of experience in this complicated and often vexing aspect of tax law.

LEARN MORE »

Advance Health Care Directives & Durable Powers of Attorney

Every adult – age 18 and over – should sign an effective Advance Health Care Directive and Durable Power of Attorney. Gilfix and La Poll can help you prepare these documents.

LEARN MORE »

Revocable Living Trusts

At the heart of any successful estate plans is a Revocable Living Trust. Over the past four decades, Gilfix and La Poll has provided its a clients security in the knowledge that, upon their passing, their legal responsibilities will be managed with sensitivity, precision and timeliness.

LEARN MORE »

Special Needs Trusts

For Gilfix and La Poll, there is nothing more important than family. Like you, we believe that providing for your loved ones is not only a responsibility, but a privilege.

Each family faces unique challenges when addressing their long-term needs. This is especially true if you have a disabled child or other disabled family member who was unable to work or perhaps live independently.

LEARN MORE »

Family Protection Trusts

At Gilfix and La Poll, we take great pride in our ability to serve your family and ensure its future security. This is why we created the Family Protection Trust™ (FPT), which is conceptually similar to the well-established ‟Dynasty Trust.”

The FPT is a trust you create for the benefit of your children, grandchildren, and beyond. You can gift assets to the FPT or provide for distribution of your estate to the FPT in your revocable trust.

LEARN MORE »

Asset Preservation

It may come as a surprise that you can qualify for the Medi-Cal program, which can pay the cost of nursing home care, without losing your assets. Many assets are protected. Others can be transferred legally and without generating lengthy periods of in eligibility.

LEARN MORE »

Long-Term Care Planning

Many people worry that it will completely exhaust their savings. However, you can and should plan for this possibility to protect your assets. The assistance of an experienced elder law attorney is essential to helping you make the right decisions.

LEARN MORE »

Medi-Cal (Medicaid) Planning

Many people worry that it will completely exhaust their savings. However, you can and should plan for this possibility to protect your assets. The assistance of an experienced elder law attorney is essential to helping you make the right decisions.

LEARN MORE »