Michael and Mark Gilfix Present National Webinar on the Benefits of Multigenerational Planning

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

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!

• Gilfix & La Poll attorneys speak at NAELA Summi
  Attorneys Michael Gilfix and Mark R. Gilfix of Gilfix & La Poll Associates appeared as featured speakers at two sessions during the 2016 National Academy of Elder Law Attorneys Summit in Newport Beach, California, on January 28 and 29. Michael Gilfix is one of NAELA’s original founding members. They addressed audiences of more than 100 […]
• How an IRA Trust can help avert disaster
  By Attorney Elijah Keyes A father designated his son and daughter as the beneficiaries of his large retirement account. The daughter’s husband was physically abusive and the couple had been considering divorce. The father was adamant that his son-in-law receive nothing from his estate. After a very healthy life, the daughter was diagnosed with stage […]
• Home Care and Financial Abuse
  Over 8 million older Americans receive care at home or in facilities by strangers. Some caregivers are trained and managed by home health care agencies. Others are hired privately in an effort to save money. Privately hired caregivers may charge as little as $12 or $14 per hour. Caregivers hired through an agency may be […]
• Avoiding fights over inheritance with revocable living trusts
  When parents pass away without clear instructions in place about how to divide their assets upon their death, they may leave family members battling over inheritance for years. Such fights can cause rifts that are sometimes impossible to heal. A will contains detailed instructions on how a person wants their assets, such as family heirlooms […]
• Women bear the brunt of costs for Alzheimer’s care, says study
  A study by Emory University researchers has found that women shoulder six times the cost of Alzheimer’s disease care than men. The greater burden in expenses is mainly due to the informal care that women provide to family members who have the degenerative brain disorder. Researchers examined three factors to calculate Alzheimer’s care costs using […]