Sophisticated Estate Planning Strategies for High Net Worth Families

May 26th, 1pm - Register here!

We will review:

• The soon-to-vanish opportunity to protect an extra $12 million from estate taxes
• Strategies to reduce or eliminate estate taxes, even for large estate
• The approaches CEOs and Billionaires use to eliminate estate taxes
• Specific strategies for real estate
• How to protect assets for multiple generations, savings $10s of millions 
• The steps you must take now to lock in protections

Special Needs Planning: What you need to know to protect a loved one with a disability

June 1, 1pm  - Register here!

Past Webinars

Recorded webinars are posted here when completed.

Past Events

Wednesday, May 18, 2022   
Gilfix Alert: Prop 19 (Property Tax Increases) Repeal Unsuccessful - What now?  
Presented by Michael Gilfix and Mark R. Gilfix

Tuesday, March 1, 2022 
Trusts, Long-Term Care, and Asset Protection Planning
Presented by Michael Gilfix and Mark R. Gilfix

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