GIlfix & La Poll Associates LLP GIlfix & La Poll Associates LLP
Upcoming Webinar Registration

Register for upcoming webinars below.

Gilfix Alert: Prop 19 (Property Tax Increases) Repeal Unsuccessful - What now?

Free Webinars on solutions: 5/18 at 1pm and 6pm

Register for 1pm here.

Register for 6pm here.

The Taxpayers Association gathering signatures to place the repeal of Proposition 19 on the November ballot did not collect enough signatures. This means that Proposition 19 will remain law. We are offering 2 free webinars on the implications of this – see below for registration info. 

While Proposition 19 had some attractive elements, the impact on inherited real property is simply devastating for families who own property, especially families with special needs children. This law can cause property *tax increases of $10s of thousands per year* for inherited properties, reaching hundreds of thousands, or even millions in increased property taxes over time.   

As our readers know, we did not expect a repeal effort to be successful.   

Instead, we worked very hard to develop an approach that will enable property owners to retain current property tax levels in most situations for the next generations.   

Michael Gilfix and Mark Gilfix will offer 2 Free Webinars on this subject as part of our new “Weekly Webinar Series”, starting on Wednesday, May 18th. 

In these critical free webinars, we will cover:

  • The basics of Prop 19 – the benefits to those who wish to move within the state of California
  • The massive property tax increases Prop 19 will cause for families who wish to retain California    properties for future generations, with specific examples of how it works
  • Solutions: How Gilfix & La Poll can help you and your family to avoid these massive property tax increases

Trusts, Long-Term Care, and Asset Protection Planning

Protecting Your Family for Multiple Generations

Attend via Zoom on Tuesday, March 1, 2022 at 1 PM

Register here: https://us02web.zoom.us/webinar/register/WN_I6TIp-OvTgqY8PY6atcx9A

In this important webinar presented by attorneys Michael Gilfix and Mark Gilfix, we will cover:

  • Key 2022 changes in tax law
  • Why revocable trusts are not enough
  • Prop 19: How this new law massively increases property taxes - and how to avoid it
  • Protecting your home and other assets - plan for Medi-Cal to pay for skilled nursing care
  • Planning steps to get care at home
  • Protecting assets for kids and grandkids from divorce, litigation, and estate taxes
  • Avoiding the 40% estate tax
  • Special Needs Trusts and the ABLE Act

 


Past Webinars

Recorded webinars are posted here when completed.


Past Events

Thursday, October 14, 2021  
Estate Tax Laws Are Likely Changing: What You Need To Know  
Presented by Michael Gilfix and Mark R. Gilfix

Wednesday, October 6, 2021  
Last Opportunity to Preserve Assets? Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Tuesday, October 5, 2021  
Last Opportunity to Preserve Assets? Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Thursday, September 30, 2021  
Last Opportunity to Preserve Assets? Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Tuesday, September 28, 2021  
Last Opportunity to Preserve Assets? Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Wednesday, June 9, 2021  
Second Chance Special Needs Trust Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Thursday, April 15, 2021  

Presented by Michael Gilfix and Mark R. Gilfix

Wednesday, April 14, 2021  

Presented by Michael Gilfix and Mark R. Gilfix

Tuesday, December 22, 2020  
Proposition 19's Devastating Impact on Special Needs Planning Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Monday, November 23, 2020  
What Now? Post-Election Asset Protection Planning Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Thursday, November 12, 2020  
Post-Election Analysis - Tax, Trusts, Planning Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Wednesday, November 11, 2020  
Post-Election Analysis - Tax, Trusts, Planning Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Tuesday, November 10, 2020  
Post-Election Analysis - Tax, Trusts, Planning Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Thursday, October 8, 2020  
Legal Planning in a Crisis - What You Need to Make Sure You and Your Family Are Covered Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Tuesday, August 18, 2020  
Trusts, Long-Term Care and Asset Protection Planning Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Monday, August 17, 2020  
Trusts, Long-Term Care and Asset Protection Planning Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Thursday, May 21, 2020  
Multi-Generational Planning for Quality Long-Term Care Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Monday, May 18, 2020  
Multi-Generational Planning for Quality Long-Term Care Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Thursday, May 14, 2020  
Medical Decision Making and Patient Advocacy in a Crisis: Being Prepared Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Thursday, May 7, 2020  
Legal Planning in a Crisis - Making Sure You and Your Family Are Covered Webinar  
Presented by Michael Gilfix and Mark R. Gilfix

Friday, April 17, 2020  
Special Needs Planning in a Crisis Webinar  
 

Thursday, February 13, 2020  
Long Term Care and Asset Protection Planning Seminar  
Presented by Michael Gilfix and Mark R. Gilfix  
2151 Laurelwood Road, Santa Clara CA 95054

Monday, February 10, 2020  
Long Term Care and Asset Protection Planning Seminar  
Presented by Michael Gilfix and Mark R. Gilfix  
1875 Embarcadero Road, Palo Alto CA 94303

Saturday, February 8, 2020  
Long Term Care and Asset Protection Planning Seminar  
Presented by Michael Gilfix and Mark R. Gilfix  
2151 Laurelwood Road, Santa Clara CA 95054

Wednesday, October 31, 2019  
General Estate Planning Seminar  
Presented by Michael Gilfix and Mark R. Gilfix  
1875 Embarcadero Road, Palo Alto CA 94303

Wednesday, October 2, 2019  
General Estate Planning Seminar  
Presented by Michael Gilfix and Mark R. Gilfix  
1875 Embarcadero Road, Palo Alto CA 94303

Wednesday, September 25, 2019  
General Estate Planning Seminar  
Presented by Michael Gilfix and Mark R. Gilfix  
1875 Embarcadero Road, Palo Alto CA 94303

Wednesday, June 19, 2019  
Follow-Up Special Needs Trust Seminar  
Presented by Michael Gilfix and Mark R. Gilfix  
1875 Embarcadero Road, Palo Alto CA 94303

Wednesday, May 1, 2019  
15th Annual Special Needs Trust Seminar  
Presented by Michael Gilfix and Mark R. Gilfix  
4249 El Camino Real, Palo Alto California 94306

Wednesday, February 27, 2019  
Professional Fiduciary Association of California, Silicon Valley

Wednesday, January 16, 2019  
Santa Cruz Estate Planning Council

Wednesday, November 28, 2018  
Professional Fiduciary Association of Silicon Valley

Saturday, November 17, 2018, 8am-5pm  
SFASA Annual Conference  
"How Much is Enough?" presented by Mark Gilfix

Tuesday, October 30, 2018, 2-4 PM  
Biltmore Hotel in Santa Clara  
2151 Laurelwood Road, Santa Clara CA 95054  
Presented by Michael Gilfix and Mark Gilfix

Thursday, November 1, 2018 2-4 PM and 6-8 PM  
Elks Lodge Palo Alto  
4249 El Camino Real, Palo Alto, CA 94306  
Presented by Michael Gilfix and Mark Gilfix

Saturday, October 13, 2018  
Ataxia Support Group

Tuesday, September 25, 2018  
Long Term and Asset Protection Planning  
Presentation by Michael and Mark Gilfix  
Avenidas Senior Citizen Center  
Learn more about this seminar

Tuesday, August 28, 2018  
Trump Tax Reform and Your Tax and Estate Planning  
Presentation by Michael and Mark Gilfix  
Avenidas Senior Citizen Center  
Learn more about this seminar

Tuesday, May 29  
A Special Event For Those Who Missed the 14th Special Needs Trust Seminar  
Presented by Michael Gilfix & Mark Gilfix  
Mitchell Park Community Center

Wednesday, May 23  
Tax, Asset Preservation, and Public Benefits Planning to Address the (Inevitable) Cost of Long-Term Care  
Southern Nevada Estate Planning Council  
Presented by Michael Gilfix  
Las Vegas, Nevada

Wednesday, February 28, 2018  
Attorney Mark Gilfix will be speaking at Caminar about Special Needs Trusts and related planning issues. Caminar is a wonderful non-profit organization in San Mateo focused on serving adults with disabilities, and their families.  
Presented by Mark R. Gilfix  
Invite only. Not open to the general public.

Tuesday, March 27, 2018  

American Society on Aging  
Presented by Michael Gilfix and Mark R. Gilfix  
San Francisco, California

Friday, January 19, 2018  
Drafting and Designing Revocable Trusts in California  
Mentor Legal Drafting  
San Jose, CA

Protect what you've earned For Your Family

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