Reviews

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've had a great experience over the past three years with Mark and his team at Gilfix & La Poll Associates, and have no doubt that I will continue to use his services in the years to come. He has helped me countless times to fluidly navigate what otherwise would have been a tangle of legal jargon and details. He's an exceptional listener and problem solver, and has a knack for simplifying the convoluted. I have recommended family and two friends to their firm already.

Mark is the lawyer you wish for. He is an excellent listener, he understands things quickly, and he knows how to efficiently, and effectively put a course of action into place. He is also easy to spend time with because he is so personable and friendly. I have gone to Mark multiple times with my legal questions, and he is always able to answer in a way that makes sense. In other words, he speaks in plain English! I love it. I always walk away feeling as though my issues have been mindfully and completely addressed. I have full confidence in Mark and the entire team at Gilfix & La Poll Associates. It is Easy to recommend Mark and his entire firm. In fact, I have already referred many friends to them.

I am a client of Mark's. He listened carefully to my questions about the powers of the trustees and beneficiaries in our living trust. He explained the relevant complex provisions with great clarity.

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 another 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 process. 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 understand 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