Gilfix & La Poll Offers Free Seminar for Parents of Children with Special Needs on Jan. 25, 2016
– Update on the ABLE Act: a tax favored bank account to supplement Special Needs Trust planning
– Five myths or misunderstandings about Special Needs Trusts and asset protection
– The fundamentals: How Special Needs Trusts fit into your overall estate planning
– Trust planning to avoid state reimbursement or “payback”
Choosing the right trustee
The Special Needs Trust Creation Trust Creation and Management Guide, by Michael Gilfix, Esq., will be available at the seminar and proceeds from its sale will go to PACE. Planning for the future is important for all parents, but is essential for parents and caregivers of children with special needs. Michael Gilfix, Esq., notes, “My experience has shown me that EVERY family must prepare for their children’s well-being. When a special needs child is part of a family, we have a profound responsibility to craft a plan that will take care of that child. Based on our 32 years of successful experience, I know that there is an ideal plan for every family.”
Space is limited, so please RSVP to firstname.lastname@example.org before Monday, January 18th so that we can reserve your spot. You may call (408) 245-3400 for more information or register via phone.
Autism is a neuro-developmental disability that impacts an individual’s ability to regulate sensory input, to communicate, to interact socially, and to learn in conventional ways. Autism is considered a spectrum disorder and so affects each individual differently and at varying degrees. See http://pacificautism.org/about-pace/about-autism/.
Founded in 1989, Pacific Autism Center for Education provides high-quality programs for individuals with autism and its related developmental disabilities. With competence, conscience, and compassion, PACE aims to build community and be the leading provider of readily deployed, practical and implementable solutions for supporting individuals on the autism spectrum. PACE operates a non-public school for ages 6-22, offers Early Intervention therapy services, and operates two children’s and four adult group homes in Santa Clara County.
About Gilfix & La Poll
For over 30 years, Gilfix & La Poll has created innovative legal solutions to help plan and manage the estates of Bay Area families. The Gilfix team offers a keen understanding of both the financial and legal perils your estate faces and how to avoid unnecessary costs and losses. With nine attorneys, spanning three generations, they are capable of serving your family for generations.
Gilfix & La Poll
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