#109 - Financial Planning Across Multiple Generations
Assets often are passed from one generation to the next so coordination of financial planning is necessary, especially when a family member with disabilities is in the mix. This episode teaches us how to sync plans across multiple generations to maximize assets as well as what to focus on for each generation.
About the Guest:
Mark Gilfix is an attorney at Gilfix & LaPoll in Palo Alto, California. He is an award winning writer, and an up and coming leader in the fields of Estate Planning, Elder Law, and Special Needs Planning. His background is unique among attorneys. A Palo Alto, CA native, he graduated from Stanford University with a degree in Management Science and Engineering. He later attended Loyola Law School’s evening program, working full time while obtaining a law degree. There, he was chosen as his class commencement speaker and graduated near the top of his class as a member of the Order of the Coif.
Prior to practicing law, Mark was a management consultant at the Monitor Group (founded by celebrated Harvard Business School author Michael Porter,) participating in and leading numerous strategy engagements with Fortune 500 corporations.
He also enjoyed a career as a professional actor and writer, appearing on several network TV shows, including CSI:NY, 90210, and The Young and the Restless, in numerous independent films, and in national commercials for many of the world’s top brands, including Apple, Budweiser, and Xbox.
With his unique background as both a business strategist and artist, Mark has the ability to truly connect, communicate and optimize plans with his clients – he strives to help clients to build integrated financial and legal plans.
He is an increasingly sought-after speaker in the field. He has appeared on television on KTVU Fox 2 and NBC Bay Area and has given multiple client and community seminars in the area of multi-generational and special needs estate planning, he has spoken about planning for younger families with the National Association of Elder Law Attorneys, and he has presented about these topics at the Morgan Center Annual Conference.
He has lead multiple national webinars, both for attorneys and for the general public. He has lead talks about multigenerational special needs planning for the Academy of Special Needs Planners, for the Autism Society, and other leading organizations. Keep up with his presentations by following his Facebook page.
He has been active in the community, he is on the board of directors of the Pacific Autism Center for Education, and previously served on the associate board of directors of the Boys and Girls Club of the Peninsula, and in the Young Leadership Cabinet of the Jewish Federation. He is a passionate surfer and stand up paddle-boarder.