Gilfix & La Poll

Excited to share the first of 2 podcasts I did with Kim at the Lomah Special Needs Podcast. Our focus: Understanding confusing and complex terms in the legal and financial world. lomah.org/podcastseason4/101 #specialneeds #autism #specialneedsplanning

Thank you @drkernisan for having me on your podcast! Our discussion on helping a parent/grandparent with legal or financial issues when they have limited capacity is now live: bit.ly/betterhealthpodcast #longtermcare #estateplanning #law

Hey! Will be going live at 5:30pm for my weekly legal radio segment on 1310am here in Bay Area or @radiodehotties streaming on Facebook. Topic: multigenerational planning. Why estate/tax/long term care planning is better when families work together. #estateplanning #radio

Thank you @PRAGNYA4Autism for inviting me to speak with your fantastic community about #specialneeds planning and all of the powerful tools available to provide a lifelong safety net for children with #autism. Special needs trusts are critical.

Thanks @wealth_mgmt and Trust and Estates magazine team for nominating me, and thx to readers (top attorneys and financial planners) for voting me a "Rising Star" for my article on Tech and Aging in place! An honor to win at Heckerling! #heckerling2019 goo.gl/wFt7PB

Proud to be speaking at the @SFAutismSociety 2018 Annual Conference at @Stanford on Saturday 11/18. My topic: How Much is Enough? As in - how much is needed in a Special Needs Trust to provide lifelong support? More info avail: sfautismsociety.org/2018-sfa… #autism #specialneeds

Thanks to @clairedayalz from the @alzassociation for your fantastic talk to our @GilfixLaPoll “Peace of Mind” program members on Alzheimer’s and dementia care. Such a critical issue. Over 5.7 million Americans w/ Alzheimer’s, 15 million must care for them. #longtermcare

I'm leading a free seminar on #specialneeds planning, and Special Needs Trusts in Palo Alto on 5/2 @ 2 & 6pm. Critical planning for anyone w/ a disability. Amazing cosponsors, including @PacificAutismCE, @MorganAutism, @CaminarCal, @GDB_official Info: goo.gl/vYFZob