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
Call 650-683-9200 to Schedule a Free Consultation