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

ESTATE PLANNING • SPECIAL NEEDS TRUSTS • PROBATE • CONSERVATORSHIP
WORKSHOPS
Click on each workshop
for more details!
For Professionals
Special Needs Trusts for Professionals
February 3, 2012
1:00 p.m. – 4:00 p.m.
To be held at the Contra Costa ARC
$100 Registration Fee
all proceeds will be donated to
The Contra Costa ARC
3 CLE Hrs available thru:
CSB, DOI, CFP
To register, please contact:
shelley@dalelawfirm.com
(925) 826-5585