San Francisco, CA (Law Firm Newswire) May 10, 2016 – Michael Gilfix and Mark Gilfix of Gilfix & La Poll Associates, in partnership with Trusts and Estates Magazine, will present an informative seminar titled “The Benefits of Multigenerational Planning” on Wednesday, May 11, 2016, at 2 p.m. ET and 11 a.m. PT.
The webinar is free and is available nationwide. The seminar will cover key issues for lawyers engaged in the practice of multigenerational planning. Michael Gilfix and Mark Gilfix will share their experience as a father-son team of estate planning attorneys.
Multigenerational planning provides an innovative way for parents, children and grandchildren to actively participate in planning. The approach fosters cooperation between family members. “We want to change the paradigm for estate planning. It is important to understand how the hopes and goals of each generation are likely to play a role in planning,” said nationally known estate planning attorney Michael Gilfix. “While grandparents may be concerned about asset preservation, the younger generation may prioritize long term care for their elders.
Considering estate planning in a multigenerational context helps bring families together in order to preserve family assets and to provide the best possible care for parents. The seminar will include topics such as complying with ethical rules, keeping up with responsibilities to clients, adapting the family office approach for middle class families, and helping families with long-term care and asset protection, as well as with building multigenerational relationships.
The National Association of Estate Planners & Councils has approved the seminar for one CE credit hour for the AEP® designation program. In addition, the Investment Management Consultants Association has accepted it for one CE credit hour towards the CIMA®, CIMC® and CPWA® certifications. The seminar is being presented by Trusts & Estates in partnership with St. Jude Children’s Research Hospital.
Michael Gilfix and Mark Gilfix last year co-authored an article titled “A New Paradigm: Truly Multigenerational Planning” in Trusts & Estates magazine. They have also shared their expertise on multigenerational planning in the book “Facing the Reality of Long Term Care.”
For over 35 years, Gilfix & La Poll Associates has provided expert representation and innovative legal solutions in estate planning, tax, special needs and elder law
Facebook: Like Us!
- Mark Gilfix Article on Technology Innovation and Long Term Care in The Elder Law Report
Mark Gilfix has been keeping a close eye on innovation in the long term care space, and recently attended the Aging 2.0 “Optimize” Summit in San Francisco. He wrote an article sharing his insights with the The Elder Law Report, one of the top national publications for attorneys in the field. While at the Summit, […]
- The financial toll of caregiving on special needs families
American families provide around 1.5 billion hours of unpaid at-home care to about 5.6 million special needs children each year, according to the findings of a nationwide study. This represents a substantial economic cost of an estimated $36 billion in unpaid medical care annually. Family members assist special needs children at home with everything from […]
- Mark Gilfix Discusses Estate Planning With the Star of the Investigation Discovery Show, “Reasonable Doubt”, Melissa Lewkowicz
Mark Gilfix recently sat down in the offices of criminal defense attorney, and cable TV star, Melissa Lewkowicz, to discuss the 3 key estate planning documents that every American needs. Watch the Facebook video below. You can watch Melissa Lewkowicz in Reasonable Doubt on Investigation Discovery or see clips at https://www.investigationdiscovery.com/tv-shows/reasonable-doubt/.
- Why a durable power of attorney is a valuable estate planning tool
A Durable Power of Attorney (DPOA) allows an individual to give a designated person — known as an “attorney in fact” — authority to sign documents and act on their behalf. The legal document is particularly beneficial for individuals who are worried about mental or physical incapacity in the future. For example, an elderly person […]
- California couple’s eviction highlights dangers of elderly financial abuse
The elderly can be vulnerable to various forms of elder abuse, one of which is financial exploitation. Financial exploitation involves unauthorized use of an elderly person’s finances or property, either by a family member, caregiver or an unknown scammer. The media recently reported the case of an elderly California couple who faced eviction from their […]