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Member Of

Description
Trust and Special Needs Trusts Section Dues
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Contact
Michael Gilfix, CAP, Fellow
2479 E Bayshore Rd Ste 220 Palo Alto, CA 94303-3233
(650) 493-8070
(650) 493-4668

Articles/Seminars

TitleDescription
Are Trusts Countable Assets for VA Benefits QualificationIs the corpus of a trust wherein the Veteran is the beneficiary a countable resource for VA benefits?
Continuing Evolution In a Changing EnvironmentLike it or not, the practice of law is changing, with interdisciplinary practice, ancillary services, and work being done by non-lawyers and non-humans. This session will explore these changes and how to chart the future of your practice. It will integrate discussion of the values and ethics of NAELA.
NAELA Fights Inequities Facing American Veterans in Proposed Legislation (Eye)Spurred by a GAO Report published in May 2012 entitled “Improvements Needed to Ensure Only Qualified Veterans and Survivors Receive Benefits,” Congress held a hearing on “Pension Poachers” to address the GAO’s finding on the financial exploitation of veterans. The hearing brought to light, among other things, financial service organizations that scammed veterans into buying annuities without first informing them that such transfers of assets could impact their eligibility for Medicaid.
Sophisticated Elder Law Tax and Estate Planning From Start to Finish Part 1Learn how to formulate a sophisticated estate plan that will coordinate tax and long term care objectives, incorporating retirement and financial planning, utilizing a variety of tools to effectively communicate the plan to the client including software, flowcharts, spreadsheets and written proposals.
The Boomers Are Coming! (2009)Session from 2009 Annual Conference presented by Michael Gilfix, Esq. CAP and Vincent Russo, CELA, CAP. Presentation discusses goals and planning needs of our client community for the next 20 years as the greatest transition of wealth in history occurs in our nation. They identify and address appropriate marketing strategies to ensure success in our Elder Law and Special Needs practices.
NAELA 20th Anniversary Symposium(Page 21) The family of NAELA celebrated its first 20 years and looked toward the next 20 from Maui, Hawaii, May 15-18, 2008.
Analysis of Changes to Federal Medicaid Laws Under The Deficit Reduction Act of 2005This article was written as a special edition to the NAELA Journal.
Medicaid Reform: The Deficit Reduction Act and How To Help Your ClientsThis session will include a brief overview of the DRA changes. Changes and practice issues will be presented through the use of case examples.
Wealthy Families and Special Needs Trusts: How to Counsel, What to AdviseExplore the issues that must be addressed when counseling wealthy families of children with disabilities. Attitudinal issues will be discussed as well as selected tax and drafting considerations.
DRA Implementation-The Practioner's Response (Part 3)Practitioners from five states that have implemented the DRA will explain the impact on their practices. Based on a “typical” fact pattern, they will explain what planning options have survived the DRA, what new options have emerged, and how they have had to modify their approach.
DRA Implementation-The Practioner''s Response (Part 2)Practitioners from five states that have implemented the DRA will explain the impact on their practices. Based on a “typical” fact pattern, they will explain what planning options have survived the DRA, what new options have emerged, and how they have had to modify their approach.
DRA Implementation-The Practioner's Response (Part 1)Practitioners from five states that have implemented the DRA will explain the impact on their practices. Based on a “typical” fact pattern, they will explain what planning options have survived the DRA, what new options have emerged, and how they have had to modify their approach.
Multi-Generational Estate, Tax, and Long-term Care PlanningExplains the benefits of a multi-generational approach to your practice, to our clients and for practice development
The Boomers Are Coming!Presentation discusses goals and planning needs of our client community for the next 20 years as the greatest transition of wealth in history occurs in our nation. They identify and address appropriate marketing strategies to ensure success in our Elder Law and Special Needs practices.
A Futurist Perspective on Elder LawExamines some trends and demographic changes as well as technology and trends in an Elder Law practice. The presenters will identify and discuss those factors of Elder Law that make it a vibrant practice area as well as considerations for the future.
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Richard J. Shapiro, CELA

Featured Member

Richard J. Shapiro, CELA

Blustein, Shapiro, Rich & Barone, LLP is a preeminent law firm in New York's Hudson Valley. Along with litigation and transactional work, our estate planning, elder law, and special needs planning team features three knowledgeable and experienced attorneys along with a support team of three dedicated legal assistants.
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