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Mark R. Gilfix
About Mark
Biography
I am passionate about community building and connecting people. I love the human side of the law, and the ability to help families on a personal level.
I previously served on the associate board of directors for the Boys and Girls Club of the peninsula, and on the young leaders cabinet for the Jewish Federation in Los Angeles.
Outside of work, I love surfing, guitar playing, backpacking, and running (among other things). Huge San Francisco Giants, 49ers, Stanford Football and Basketball fan!
Practice Areas
3
Practice Areas
Estate Planning
80%
13 years | 400 cases
Trusts
15%
13 years | 200 cases
Business
5%
12 years | 40 cases
Fees and Rates
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Chat withLicenses
Licensed in California for 12 years
State: California
Acquired: 2013
No misconduct found
Location
Gilfix & La Poll Associates
2479 E. Bayshore Rd. Ste 220, Palo Alto, CA, 94303
Gallery
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Mark R. Gilfix's Reviews
Avvo Review Score
7 Client Reviews
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Practice Areas
Showing 1 - 1 of 1 review | Staff & Support
Posted by Lutz | July 16, 2015 | Estate Planning
Excellent Living Trust Support and Advice
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...
Mark R. Gilfix's Lawyer Endorsements
"Mark is everything a lawyer should be both as an advocate and as a friend. he is thoughtful, a great listener, articulate, analytically spot-on, and a fantastic advocate. I highly recommend him for any of my estate planning needs for my clients."
"Mark understands that estate planning is more than putting together documents for his clients. His hands-on approach to estate planning makes him unique and I highly endorse him."
"Mr. Gilfix is a knowledgeable attorney in the area of estate planning and is a strong advocate for his clients. I highly recommend him for any estate planning services or trust settlement and administration matters."
"Mark is an exceptionally bright attorney. Every encounter I have had with him, he has always been professional, courteous, and approachable. Mark has a wealth of knowledge in estate planning and especially special needs planning. I endorse this lawyer."
"I have worked with Mark on several matters. He is very sharp, courteous, and easy to work with. I endorse this lawyer."
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Experience
Honors
2013
Order of the Coif, Loyola Law School
2013
Commencement Speaker, Loyola Law School Class of 2013
Work Experience
2013 - Present
Attorney, Gilfix & La Poll Associates
2012 - 2013
Consultant, Workshop Facilitator, Ferrazzi Greenlight Consulting
2010 - 2012
Consultant, Independent Management Consultant
2007 - 2013
Professional Actor, Screen Actors Guild
2002 - 2009
Management Consultant, Monitor Group (now Deloitte Consulting)
Associations
2018 - Present
Pacific Autism Center for EducationBoard Member
2017 - Present
Sprouts Cooking Club (Nonprofit)Advisory Board
2014 - Present
Bay Area Housing CorporationAdvisory Board Member
Education
2013
Loyola Law School
JD - Juris Doctor
2001
Stanford Univ
BS - Bachelor of Science
Speaking Engagements
2016
Stanford Monthly Caregiver Series
The Critical Pieces of an Estate Plan
2016
Stanford Monthly Caregiver Seminar
Protecting Family Assets in the Face of Long Term Care
2016
Parent / Professional Workshops
The ABLE Act and Special Needs Trusts
2016
2016
NAELA National Summit
Advanced Elder Law, Tax and Estate Planning From Start to Finish
2016
Monthly Caregiver Series
Guardianships, and How to Avoid Them
2016
Healthy Longevity Series
A Will is Not Enough: Everything You Need to Know About Estate Planning
2016
CRIL-Sponsored Community Seminar
Able Act Accounts, Special Needs Trusts, and Tax Planning
2015
KTVU Fox 2 TV Show "Bay Area People"
How Parents Can Protect Special Needs Children
2015
Avenidas Community Seminar
What You Need to Know about Living Trusts and Asset Protection
2015
11th Annual Special Needs Trust Seminar
Special Needs Trusts
2015
"Art of Caregiving" 2015 Annual Conference
Creating Your Legal Safety Net
2014
Public Seminar
How to Protect Family Assets
2014
Peace of Mind Seminar
Your Digital Estate
2014
Morgan Autism Center 13th Annual Conference
Ensuring Safe Housing for Special Needs Adult Child
2010
NAELA Advanced Fall Institute
Multi-Generational Estate Tax & LTC Planning (Co-Speaker with Michael Gilfix)
Publications
2016
American Bar Association (Webinar)
The Benefits of Multigenerational Planning for Long Term Care, Special Needs, and Tax Situations
2016
Healthy Longevity Series - Home Care Assistance
A Will is Not Enough (National Webinar)
2016
The ElderLaw Report
Technology Innovation and Long-Term Care
2015
Trusts & Estates
A New Paradigm: Truly Multigenerational Planning
2015
Financial Advisor Magazine
Sales of Nursing Home Annuities Rise (Quoted)
2015
7x7 (Online Magazine)
We Wanna Be Friends With Actor and Autism Advocate Mark Gilfix
Languages
English