17th Annual Special Needs Trust Seminar

17th Annual Special Needs Trust Seminar

Overview

Attorneys will lead this timely educational seminar covering the CRUCIAL legal and financial pieces of a special-needs estate plan.

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 adding another 17th annual “Special Needs Trust” seminar – FREE and IN PERSON on July 7th.

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

They will cover:

  • The CRITICAL legal tools that must be in place for your special needs child.
  • Where will your child live when you’re gone? How to secure housing.
  • The #1 mistake that can accidentally ruin your child’s financial security – and how to prevent it.
  • Prop 19 – Save your home from MASSIVE property tax increase.
  • How to build a financial safety net for your child after you’re gone.
  • The RIGHT and WRONG trusts for a child with disabilities.
  • The ABLE Act and how you can use it.
  • Medi-Cal and SSI: Critical changes that could impact your child’s future.
  • Have an old estate plan? Why it may do more harm than good.



Space is limited for this free, in person event. Spread the word to any families who could benefit.

Good to know

Highlights

  • 1 hour
  • In person

Location

1875 Embarcadero Rd

1875 Embarcadero Road

Palo Alto, CA 94303

How do you want to get there?

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