Mark R. Gilfix

Mark And Mike Gilfix Are The Best We would like to share a few words of praise about our recent meeting with Gilfix & La Poll Associates. Our adult family had a recent zoom meeting with Mark to discuss estate plans, trusts, and special needs trusts. Mark’s knowledge, expertise, experience, ...friendly manner & attentiveness regarding each & every one of our concerns provided the safety net we were searching for. Mark can be depended on to truly connect, communicate & facilitate plans with his clients. Now, for one example, money left for our special needs child is protected. Of tremendous continuing value has been his recent book, SPECIAL NEEDS TRUST, CREATION AND MANAGEMENT GLUIDE, by Mark & Mike. We are confident that with Mark & the resources he manages we have developed plans that respects and honors our wishes. Ed

I had the pleasure of consulting with Mr. Mark Gilfix about my compliance with Medi-Cal assets limit and possibility of establishing a Special Needs Trust. Mark clearly advised me that my overseas assets would count towards Medi-Cal assets limit. He gave detailed information about engaging him or a...nother attorney at his firm, Gilfix & La Poll Associates, for establishing a Special Needs Trust. He thoroughly outlined the process. He was compassionate about my disability and showed a personal interest. At present, I have chosen not to undertake establishing a Special Needs Trust. If I choose to pursue it, Mr. Mark Gilfix would be my top choice. From my interaction with him, I see him as an excellent professional who cares for the clients. He has an interest in helping clients to the best of his ability.

We recently updated our Trust - a task that can be daunting and stressful. Mark Gilfix of Gilfix & La Poll Associates, LLP, Palo Alto, made the process much more pleasant than we had imagined it could be. Mark has a caring, engaging personality and he made us feel very comfortable throughout the pr...ocess. He also spoke to us in language that we could understand - simplifying legal terms and clarifying things that were unclear to us. He was patient and thorough. We definitely left with the strong belief that he cared about helping us make the very best decisions for our situation. We recommend him highly.

We have been clients of Gilfix & La Poll since 2007. Our living trust (created in 1989) needed to be updated since our family dynamic had changed considerably. Our meeting with Mark Gilfix was most pleasant. Our questions and concerns were addressed in a professional, competent, and "easy to understa...nd English" manner. Mark was most helpful and the desired document changes were executed with great diligence. All the people in the office are friendly, polite, and very professional. We highly recommend the Gilfix & La Poll Law Firm for all your living trusts needs