April 12 In Office Workshop ~ The ABLE ACT

At Dale Law Firm, PC

Date: Thursday, April 12, 2018
Time: 3:00 pm – 5:00 pm
Location: The Dale Law Firm, PC
Street: 127 Aspen Dr. Suite 100
City/Town: Pacheco, CA 94553
(conveniently located between Concord and Martinez)

This workshop can also be attended online through live video streaming

To Register contact Shelley at shelley@dalelawfirm.com / (925) 826-5585

This free presentation will discuss the ABLE Act legislation in California and how it can be used to help people with disabilities have more financial options and more control over their lives.  Through case study illustrations, participants will learn exactly what is involved with an ABLE account and walk away with an in depth knowledge that will help them determine whether it is the right tool for their needs.

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

 

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April 26 In Office Workshop ~ Special Needs Trust

At Dale Law Firm, PC

Date: Thursday, April 26, 2018
Time: 3:00 – 5:00 pm
Location: The Dale Law Firm, PC
Street: 127 Aspen Dr. Suite 100
City/Town: Pacheco, CA 94553
(conveniently located between Concord and Martinez)

This Presentation will also be available online through live streaming video

To register, contact Shelley at shelley@dalelawfirm.com / (925) 826-5585

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. We will discuss specifically developing a Special Needs Trusts to protect those with mental illness.

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

 

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