Estate Planning . Trusts . Special Needs Trusts .
Probate . Conservatorships

Special Announcement:
AchievingIndependence.com and the Dale Law Firm
thanks
you for your continued interest and support.
We hope you enjoy our educational and community services.
End
of the Year fee reduction for:
ESTATE PLANNING
3rd Party Special Needs Trusts,
Single Person Living Trust and Joint Living Trust
Receive
a $500 fee reduction
for
attending an in-office Special Needs Trusts workshop or for viewing a
instructional DVD sent to your home
PLUS
an additional 10% end of year discount*|
Legal Services |
Standard Fees |
Workshop Attendee $500 discount if you attend our educational workshop or view our free DVD |
10% additional discount* if engagement letter is signed and the
first payment is made by January 31, 2010! |
|
3rd Party Special Needs Trust (SNT) |
$2,500 |
$2,000 |
$1,800* |
|
Single Person Living Trust + SNT |
$4,000 |
$3,500 |
$3,150* |
|
Joint Living Trust + SNT |
$5,000 |
$4,500 |
$4,050* |
* This discount applies only for Estate
Planning and does not include Self Settled Trusts
925.280.0172
More than legal services for the disabled and their
families,
the Dale Law Firm, PC strives to provide
Service, Support, and Community Enhancement

Service

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. We are members of the
Wealth Counsel Estate Planning Attorneys with over 1,000 attorneys committed to
excellence in all aspects of estate planning.
Support
The Dale Law Firm, PC offers free, no-obligation workshops explaining Special Needs
Trusts, 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 offers 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.
Community
Enhancement
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 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.

How
does estate planning protect
the
disabled and their family?
Proper estate planning allows you to plan for
yourself and your loved ones without giving up control of your affairs.
Your estate plan should allow you to plan for the possibility of your own
disability. It should give what you own to whom you want to receive it,
the way you want them to receive it, and when you want them to receive
it. Your estate plan should save every tax dollar, professional fee, and
court costs that are legally possible to save.
A Special Needs Trust is a special trust that holds
title to property for the benefit of a child or adult who has a disability. The
Special Needs Trust can be used to provide for the needs of a disabled person
and supplement benefits received from various governmental assistance programs,
including SSI and Medi-Cal. A trust can hold cash, real property, personal
property and can be the beneficiary of life insurance policies.
A Limited Conservatorship is a court proceeding whereby
an individual or agency is appointed to be responsible for a developmentally
disabled adult. These conservatorships are "limited" because the
developmentally disabled adult retains the power to care for her or himself
and/or manage her or his financial resources to the extent that the court finds
that she or he is able to do so. The limited conservator cares for and controls
those aspects of daily life that the court finds the developmentally disabled
adult cannot competently handle.









1670 Riviera Ave., Suite 101
Walnut Creek, CA 94596
Phone: 925-280-0172