Estate Planning Complimentary Seminars

Join us for an exclusive, small-group estate planning discussion in our Palo Alto office.

Unlike a large public presentation, this intimate seminar creates a relaxed environment where you can engage directly with nationally recognized estate planning attorney Mark Gilfix, ask questions, and participate in meaningful conversation.

In today's uncertain world—rising taxes, changing laws, AI, evolving family dynamics, and increasing threats to family wealth—many estate plans are outdated, incomplete, or simply no longer provide the protection families need.

During this complimentary seminar, we'll discuss practical strategies to help you protect what you've built and preserve it for the people you love.

We'll cover:

• The essential building blocks of an effective estate plan—and the costly mistakes many families make.
• Why the structure of your trust matters more than you may realize.
• Strategies to protect your children's and grandchildren's inheritance from divorce, lawsuits, creditors, and estate taxes.
• Understanding Proposition 19 and planning to preserve your family's home.
• Special Needs Trust planning and protecting vulnerable loved ones.
• Emerging tax issues affecting California families and planning opportunities to help minimize unnecessary taxes.

This isn't a sales presentation or a lecture filled with legal jargon. It's an opportunity to learn in a comfortable setting, hear real-life examples from decades of experience, and leave with practical information you can use to make informed decisions for your family.

Seating is intentionally limited to encourage discussion and allow time for questions, so early registration is encouraged.