Mark Gilfix, a special needs planning expert and partner at Gilfix & La Poll Associates, will discuss how to set up a Special Needs Trust for loved ones with a mental illness. He will explain how establishing such a trust prevents individuals from losing their public benefits—SSI and SSDI.
Gilfix is a nationally published author and emerging leader in his field. He has worked with hundreds of California families to set up powerful and protective estate plans. He has co-authored two books: Special Needs Trust: Creation and Management Guide and Facing the Reality of Long Term Care. Gilfix has spoken at numerous national legal conferences and reaches thousands through television and his YouTube webinars on various estate planning topics. He earned a degree in Management Science and Engineering from Stanford and his law degree from Loyola Law School.
Date: Tuesday, November 14, 2023
Time: 7:00 – 8:30 PM