Michael Gilfix is a nationally known authority in the field of law, aging and estate planning. A 1973 graduate of Stanford Law School, he is a Fellow of the National Academy of Elder Law Attorneys (NAELA), a co-founder of NAELA, and a Certified Legal Specialist in Estate Planning, Trust and Probate Law. Mr. Gilfix regu...

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Bio coming soon !

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Robert D. Vale is the firm's Managing Partner and has practiced at the firm for more than twenty years. His primary area of practice is estate planning and legal matters related to wealth accumulation and preservation. This includes working with family businesses on entity formation, succession planning, lease negotiat...

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A seasoned Wealth Management professional for more than 19 years, Darryl serves as a trusted Financial Advisor to four generations of ultra-high net worth families, corporate executives, and business owners both in domestic and international locations navigate the financial and emotional complexities surrounding differ...

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Lisa’s practice focuses on all aspects of estate planning including special needs trust planning, conservatorships and advanced wealth planning.   Lisa understands the unique challenges of parenting a child with special needs as one of her three adult children has Down Syndrome.  She goes bey...

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