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

Special Needs Trusts and Planning Lawyer

13th Annual Special Needs Trust Seminar

Presented by Michael Gilfix, Esq. and Mark R. Gilfix, Esq.
You will learn about these crucial planning tools:

  • How Special Needs Trusts work
  • Why you must create one if you have a child with a disability
  • The ABLE Act: an empowering new tool
  • The Special Needs Trust Fairness Act
  • Impact of Trump administration policies
  • How a Special Needs Trust complements public benefits like SSI & Medi-Cal
  • About housing for disabled individuals

REGISTER NOW FREE

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 an autistic child or family member with autism, child with special needs, or a family member who is unable to work or perhaps live independently.

For such individuals, a special needs trust is an ideal legal tool that provides them with a lifelong financial safety net without disturbing eligibility for vital government benefits. Assets held in a special needs trust are not counted when determining eligibility for such government programs as Supplemental Security Income (SSI) and Medi-Cal.

Palo Alto Special Needs Planning Lawyers with Three Decades of Experience

Mike Gilfix Explains Special Needs Trusts

Mike Gilfix explains what a Special Needs Trust is, what they are used for, and why they are so invaluable to our special needs community and their families.

 

Assets held in the special needs trust are used to supplement public benefits and pay for items and services that the public benefits system is unable to provide. For this reason, no trust is more important than a special needs trust.

Gilfix and La Poll specal needs planning attorneys often work with personal injury attorneys to ensure that settlements and awards do not disturb eligibility for Medi-Cal. Rather, such assets are placed in the special needs trust to remain available for the entire lifetime of an injured individual.

Our Annual Special Needs Trust Community Seminar is but one of many efforts to explain these trusts and to provide practical advice about their operation. We are pleased to have approximately a dozen nonprofit organizations serve as co- sponsors of this very well attended seminar.

Special Needs Trust Creation and Management Guide

SNTCreation

This guide is designed for parents of disabled or autistic individuals, and others who create Special Needs Trusts. It is also designed for use by those who serve as trustees or managers of Special Needs Trusts.

Our goal is to identify the most important issues that arise and to suggest how they might be addressed. Above all, this guide is designed to be practical. It is not exhaustive and it is no substitute for obtaining appropriate legal and other advice on a regular basis and when challenging issues arise. Our focus is on the operation of Special Needs Trust in California, though it is generally reliable for guidance for the operation of Special Needs Trusts in any state. Special Needs Trusts are the creature of and authorized by federal law. In some ways, state law can affect their operation.
Order Your Special Needs Trust Creation and Management Guide Now!

 

Note: These testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

Client Testimonial

"I heard of the Special Needs Trust before, but I never understood it until you so patiently and clearly explained it to me. We now have one in place for our son. At last, I feel that I have taken care of him. I can't tell you how grateful I am."
- A.M.

Helping families with special needs trusts, special education advocacy and special needs planning in San Jose, Cupertino, Mountain View, Los Altos, Menlo Park, San Mateo, Fremont, Palo Alto, Santa Cruz, Santa Clara County, Alameda County, and San Mateo County.