The Secrets of an Unstoppable Special Needs Estate Plan

We understand the importance of planning for the future, especially when it comes to caring for a loved one with special needs.  That's why we're excited to invite you to watch our free webinar on special needs estate planning.

This webinar, leveraging our decades of experience with hundreds of California families, is designed to provide you with valuable insights on how to protect your loved one's financial future and ensure they receive the care they need. Special Needs Planning experts and authors, Michael Gilfix and Mark Gilfix, cover a range of topics including:

•    The basics of estate planning for special needs individuals
•    The ABLE act and how it works
•    Understanding government benefits and how they impact your planning
•    Creating a special needs trust and funding options
•    Developing a financial plan to ensure that you have enough for your child
•    Choosing the right trustee
•    And much more!

Our team of attorneys has helped 100s of California families successfully plan for their loved ones with special needs, and we're committed to helping you do the same. By watching this webinar, you'll gain the knowledge and confidence you need to make informed decisions about your family's future. Spread the word and share this video with anyone else who can benefit!

Chapters
0:00 Introduction
2:52 Topic: The Secrets of an Unstoppable Special Needs Estate Plan
8:15 Our Firm - Who We Are
9:08 What is a Special Needs Trust? How Does it Fit with my Estate Plan?
12:06 Special Needs Trust: One of the most Important Documents you will Ever Sign
16:27 Special Needs Trusts: a Lifelong Safety Net
17:18 Special Needs Trusts: What Can the SNT Provide?
19:34 Special Needs Trust is not Enough: Revisit Your Estate Plan
21:58 Special Needs Planning & California Property Taxes: The Impact of Prop 19
29:15 Prop 19 - What's At Stake? An Example with Real Numbers
31:30 Solutions We're Developed at Gilfix & La Poll Associates
34:00 The ABLE Act (Achieving a Better Life Experience)
36:21 ABLE Act Updates (CalABLE)
37:48 Gilfix Law Special Needs Planning: How to Ensure there is Enough for Your Child
39:38 Concerns About Resources
42:55 Do You Have Enough? Funding Your Special Needs Trust
45:36 Funding Your Special Needs Trust: Retirement Accounts
48:25 Funding Your Special Needs Trust: Integrated Financial Planning
50:30 2023 Special Needs Planning Checklist
53:50 Overcome the 3 Ds: "Danger of Delay and Denial"
55:06 Stay Tuned for More Webinars - Subscribe
55:26 Take Action: Call us at Gilfix & La Poll Associates Today
56:46 Questions from Webinar Participants Answered


This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.

To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com

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