16th Annual Special Needs Trust Seminar

16th Annual Special Needs Trust Seminar

Michael Gilfix and Mark Gilfix will lead this seminar covering the CRUCIAL legal and financial pieces of a special-needs estate plan.

By Gilfix and La Poll Associates, LLP

Date and time

Starts on Tuesday, June 11 · 6pm PDT

Location

Elks Lodge Palo Alto Event Center

4249 El Camino Real Palo Alto, CA 94306

About this event

  • 2 hours

Do you have a child or loved one with special needs? If so, this is a “must attend” event – it could truly change your and your family’s future.

Gilfix & La Poll Associates is thrilled to be putting on our 16th annual “Special Needs Trust” seminars – FREE and IN PERSON on June 11th and June 13th.

Attorneys Michael Gilfix and Mark Gilfix, nationally recognized speakers, YouTube educators, and authors of The Special Needs Trust Creation and Management Guide will lead these timely educational seminars covering the CRUCIAL legal and financial pieces of a special-needs estate plan.

They will cover all the steps parents or concerned family must take to ensure that a loved one with a disability has a lifelong legal and financial safety net. They will also go over critical new changes in law, government benefit programs, and critical, $multi-million dollar tax issues, even for middle class families.

Many wonderful non-profits, including the National Association for Mental Illness, the Pacific Autism Center for Education, the Morgan Center, and others, will have representatives at the event.

Topics include:

  • The legal steps you MUST take to protect your special needs child.
  • The coming Estate Tax "cliff."
  • Prop 19 - Save your home from MASSIVE property tax increases.
  • Ensuring your child has a place to live.
  • Building a lifelong financial safety net for your child.
  • Essential trust planning for a child with a disability.
  • The ABLE Act: An empowering financial tool.
  • Medi-Cal and SSI - Key Developments.