Gilfix & La Poll would like to thank everyone who attended our recent Asset Protection and Estate Planning seminars in Palo Alto, California. We also would like to thank our good friend, Len Tillem, for being a part of the afternoon session. (We apologize to all who wanted to attend the afternoon session with Len but could not once registration was full — we will try to book a larger space next time!)
Several hundred people attended — it was wonderful to connect with so many in our community.
The audience was fantastic — you asked us many excellent questions as we covered severeal sophisticated and sometimes confusing topics, including: the importance of a properly structured living trust, estate tax planning, protecting assets and becoming eligible for Medi-Cal, special needs planning and how multigenerational estate planning can bring families together.
We hope that everyone who attended gained a better understanding of the many planning issues that families face. And we hope that everyone had a good time!
If you were unable to attend, or if you attended and would like to start your own estate planning process, please do not hesitate to contact our office to set an appointment. We are here for you and your family.
We were honored to have so many in our community join us for these events.
A big “thank you” from all of us at Gilfix & La Poll, and we hope to see you soon!
—Mark Gilfix, Esq.