Timely And Creative Asset Protection And Long-Term Care Seminar Open To Public

Palo Alto, CA (Law Firm Newswire) August 12, 2013 – Noted estate planning attorney Michael Gilfix is booked to speak at a comprehensive seminar on Asset Protection & Long-Term Care planning this August in Palo Alto, CA. The public is invited to attend.

Michael Gilfix, of Gilfix and La Poll, a leader in estate planning, tax planning, Medi-Cal planning, and special needs planning, is to speak about asset protection and long-term care planning. Topics covered will include Medi-Cal Planning, asset protection with focus on your residence, Veterans Administration benefits, and dynasty trusts. An invaluable book by Michael Gilfix, “Special Needs Trust Creation and Management Guide,” will also be available to attendees.

“Everyone fears the loss or exhaustion of their assets because of tax and long-term care costs and there are challenges if you have a special needs child,” commented Palo Alto estate planning attorney Michael Gilfix. “We open up these informational seminars to the public to allow them to see what goes into crafting a secure asset protection plan, answer any questions, and work to address some of their specific concerns.”

The estate planning attorneys at Gilfix and La Poll provide practical advice about how to structure long-term care planning, asset protection, and special needs trusts, and what pitfalls may occur without proper planning. No matter what income bracket, everyone can benefit from working with experienced estate planning attorneys to ensure their assets, savings, and retirement are as safe and secure as possible. For those with a special needs loved one, knowing that the future of a disabled child, or other disabled family member, can be secured with the ideal legal tool of a Special Needs Trust, one that provides them with a lifelong financial safety net, is of specific concern. Assets which are held in a Special Needs Trust are not counted when determining eligibility for such government programs as Supplemental Security Income (SSI) and Medi-Cal.

The seminar is slated for August 27, 2013 at the Crowne Plaza Cabana, in Palo Alto, CA. For more information on the seminar or about Special Needs Trusts, call (650) 493-8070 or (408) 971-7292.

Gilfix & La Poll Associates LLP
2300 Geng Rd., Suite 200
Palo Alto, CA 94303
Telephone: (650) 493-8070
http://www.gilfix.com/

Facebook: Like Us!

  • Expanded Free And Available Health Services For California Seniors; Long-Term Care Costs Not Addressed
    While California enjoys the reputation of a destination state — outdoor recreation, abundant fresh produce, and often mild weather — the state was recently ranked 25th in terms of senior health. Even though seniors are typically living longer, more of them are doing so in a state of suboptimal health. Meanwhile, resources for healthcare have […]
  • Long-Term Care Insurance and Alternatives – The Role of Prudent Planning
    A July 2, 2013 article on page one of the Wall Street Journal underscores the emerging problem with long-term care insurance. Many companies, such as MetLife Inc., Prudential, and Unum have either stopped offering long-term care insurance or have dramatically reduced efforts to maintain or grow their market shares. For those who have stayed in […]
  • Will Managed Care Help California Seniors?
    California is planning to combine the services offered by Medicare and Medi-Cal, California’s version of the federal Medicaid program, streamlining the administrative aspects of both into one body. The hope is that a managed health care system will eliminate the confusion, mistakes and crippling amount of overhead that has been the hallmark of juggling both […]
  • Having Memory Issues? Talk To Your Doctor
    According to a new report released by the U.S. Centers for Disease Control and Prevention, 13 percent of U.S. seniors (ages 60 and up) report that they have experienced issues with their memory and have experienced an increase in confusion. More than 30 percent of the people who reported memory loss or confusion issues admitted […]
  • Studies Indicate That Late-Life Depression Can Contribute To Dementia
    The results of an analysis of more than 50,000 people in 23 different population studies indicates that depression later in life is associated with an increased risk for dementia and Alzheimer’s disease. Analysis of the studies also indicates that there is a significant risk of vascular dementia (stroke-based dementia), in older adults who have “late-life […]