The ABLE Act

In Office Workshop/Online Webinar

Date:            December 13, 2018

Time:             3:00 – 5:00

Presenter:   Stephen W. Dale

The workshop will cover an overview of the ABLE Act including:

  •  The basics of ABLE
  •  Who is in charge of ABLE Accounts
  •  How to sign up for an ABLE Account
  •  The Medi-Cal lien
  •  How to use an ABLE Account for housing and in some cases, increase SSI by ~$3,000/yr
  •  How to use ABLE Accounts with special needs trusts

To register for the in-office workshop, contact amy@dalelawfirm.com

to participate online:  link to https://vimeo.com/293264581

Questions?  Contact amy@dalelawfirm.com/ 925-826-5564

 

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Special Needs Trusts

In Office Workshop/Online Webinar

Date:            January 10, 2019

Time:             3:00 – 5:00

Presenter:   Stephen W. Dale

This free presentation will discuss how Special Needs Trusts can be established in order to protect and provide assistance to the disabled while protecting their financial interests and eligibility.

New clients will receive a discount on their estate planning if they attend a workshop, watch an on-line video or view a free educational DVD from the Dale Law Firm.  For more information, go to the “Workshop and Seminar Materials” section of www.achievingindependence.com

*This presentation is for educational purposes only and is not meant as a substitute for legal counsel

To register for the workshops, contact  amy@dalelawfirm.com 

To participate online: link to https://vimeo.com/293276233

 Questions?  contact amy@dalelawfirm.com  or 925-826-5564

 

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Special Needs Trusts with a Focus on Mental Illness

In Office Workshop/Online Webinar

Date:            February 21, 2019

Time:             3:00 – 5:00

Presenter:   Stephen W. Dale

This free presentation will discuss developing a Special Needs Trust with a special focus on those dealing with mental illness. The focus will be on providing long term care for a person with a disability, with a special focus on maximizing quality of life. You will learn what to do to prepare for writing a Special Needs Trust. We also go through a simple 4-step process that will ensure you have a document that will address all the issues and decisions that must be made in providing for your loved one with a disability

New clients will receive a discount on their estate planning if they attend a workshop, watch an on-line video or view a free educational DVD from the Dale Law Firm.  For more information, go to the “Workshop and Seminar Materials” section of www.achievingindependence.com

*This presentation is for educational purposes only and is not meant as a substitute for legal counsel

To register for the workshops, contact  amy@dalelawfirm.com 

To participate online: link to  https://vimeo.com/293277125

 Questions?  contact amy@dalelawfirm.com  or 925-826-5564

 

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