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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!


Client Testimonials

We are devoted to the preservation of family assets and to the dignity and well-being of our clients and community. We promise to be your family lawyer and address your legal planning needs. Here is some of what our clients are saying:

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


Why It Is Important to Take Care of Your Special Needs Trust

Find peace of mind by signing up for a special needs trust and protect your loved one's assets.


“We don’t see you often enough to have fully remembered and appreciated your warm and welcoming manner, and the ability you have to spoon feed arcane and abstruse material in a clear and concise way.” – George Wolfson, Redwood City, CA


"I will never forget you. I have passed your name on to numerous friends with similar situations. You are absolutely superb, respectful and very compassionate in the manner that you spoke to my parents about a very difficult situation. Should I ever need these kinds of services, I will be back. You and your staff were great." - K.S.M


"I want to express my gratitude for your professionalism and your invaluable assistance during our recent meeting on behalf of my parents. Though their estate is not large, you treated them with the same respect with which, I am sure, you treat all your clients, regardless of their wealth. I am very grateful that you took the care to explain their options to them without making them feel inferior for having amassed a lesser estate. I look forward to my parents' enjoying the peace of mind they will now have knowing their estate has been done by a professional. In a situation that generally makes them anxious, you made us all feel very comfortable discussing their financial future." - J.J.


Jim Recommends Gilfix & La Poll Associates

Jim talks about why he chose Gilfix & La Poll Associates of Palo Alto, CA for all his estate planning needs, and explains why he thinks you should too.


"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.


"Mr. Gilfix is an alert and attuned listener. Wow, what a difference! Our meeting built more confidence and emotional support concerning the directions I have taken." - D.T.


Why Angela Chose Gilfix & La Poll Associates

Angela, a long time client of Gilfix & La Poll Associates, explains why she chose them to be her attorneys for all her estate planning needs.


"When my husband died, I thought everything would be a mess and that I could not possibly manage it. He always took care of the paperwork. My attorney at Gilfix & La Poll Associates LLP explained all the steps that have to be taken, saw to it that all steps were taken, and literally held my hand through the process. I could not be more pleased." - J.T.


"Thank you for the help in setting up the trust for our family. After my husband's death, I saw how tremendously valuable it was. And the explanations were great - I now understand why the trust will save our family a fortune in tax!" - M.M.G.


Dorothy Talks About Planning for Alzheimer's Care

When Dorothy's husband was diagnosed with Alzheimers, she turned to Gilfix & La Poll to help her through this very difficult time. They made sure that every legal document needed was securely in place to give her the Peace of Mind she needed.


"Your letter to the Medi-Cal office did the trick. They are no longer threatening to put a lien on my house. I cannot thank you enough for helping me protect my home." D.S.