WELCOME TO
THE DALE LAW FIRM

A full service estate planning law practice with a specialized focus on developing estate plans that involve persons with disabilities.

Service

The Dale Law Firm, PC offers full service estate planning, with a focus in developing estate plans that involve persons with disabilities. These Estate Plans promote independence, while preserving eligibility for essential public benefits such as Special Needs Trusts and Limited Conservatorships.

SUPPORT

The Dale Law Firm, PC regularly offers free, no-obligation workshops to families with special needs, professional trustees, financial advisers, attorneys and other professionals to guide them in establishing and administering special needs trusts.

COMMUNITY

Stephen W Dale, Esq., LL.M 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.

Welcome… The Dale Law Firm is a Team

The Dale Law Firm Team

The Dale Law Firm, PC offers full service estate planning, with a focus in developing estate plans that involve persons with disabilities. These Estate Plans 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.

The Dale Law Firm, PC regularly offers free, no-obligation workshops to families with special needs, professional trustees, financial advisers, attorneys and other professionals to guide them in establishing and administering special needs trusts.

Many of the professionally focused courses are accredited by the California Department of Insurance and the California State Bar providing CEU’s for professionals responsible for trust administration. *These presentations are for education purposes only and not to be construed as a substitute for legal counsel.

Upcoming Events

january 2020

16jan3:00 pm5:00 pmSpecial Needs Trusts Workshop

27jan7:00 pm8:00 pmConservatorship for Special Needs Adults - North Region SELPA Meeting

february 2020

20feb3:00 pm5:00 pmSNT with a Focus on Mental Illness

Educational Videos

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