A new tax law (the “big beautiful bill”) was just passed. What does it mean for you, your family, and your estate plan?
In this timely webinar, attorneys Michael Gilfix and Mark Gilfix review crucial pieces of this new law, as it pertains to your estate plan. They go over what you need to know, to ensure that your estate plan is comprehensive, and up to date.
They cover:
– New estate tax issues – what is the new exemption? What else do you need to know about this new law?
– Critical estate planning updates, changes to Trusts in light of new laws.
– How to protect your California property from MASSIVE, potentially 7-figure property tax increases.
– The secret tool to protect inherited assets from future divorces, creditors, and taxes — and why it is more relevant than ever.
– The new law’s potentially massive impact on Medi-Cal and Special Needs Planning, and the ability to pay for long-term care.
Originally presented Tuesday, July 22, 2025
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
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