The Dale Law Firm, PC is a full service estate planning office with a specialized focus on developing estate plans that involve persons with disabilities.
Our goal is to promote independence while preserving eligibility for essential public benefits such as Special Needs Trusts and Limited Conservatorships.
The Dale Law Firm, PC believes that the best plan can be established with a "team" approach, working with our clients' advisors including their CPA, insurance professional or financial planner.
The Dale Law Firm, PC offers free, no-obligation workshops explaining Special Needs Trusts and related topics, so that you can decide if this approach is right for you.
As an expert in the field of disability law, Mr. Dale and his professional staff regularly offer courses to the public, financial professionals, and other attorneys regarding Special Needs Trusts and Trust Administration. Steve specifically provides classes to his clients and professional trustees to instruct them in administering special needs trusts. Many of these courses are accredited by the California Department of Insurance and the California State Bar providing CEU’s for professionals responsible for trust administration.
Stephen W Dale is a recognized and respected disability rights advocate. He spends much of his time attending disability rights activities, including legislative hearings and serving on boards and committees of disability-rights organizations. He is a frequent speaker on a variety of disability related topics across the country, and is the recipient of the 2010 Theresa Award and the 2007 NAELA Powley Award recognizing him as a leader in his community in promoting a greater understanding of the rights and needs of elders and persons with special needs and of how elder law attorneys advocate for those rights.