January 11 In Office Workshop ~ The Able Act

At Dale Law Firm, PC

Date: Wednesday, January 11, 2017
Time: 6:30 pm – 8:00 pm
Location: The Dale Law Firm, PC
Street: 127 Aspen Dr. Suite 100
City/Town: Pacheco, CA 94553
(conveniently located between Concord and Martinez)

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.

 

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

 

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February 15 In Office Workshop ~ Special Needs Trust

At Dale Law Firm, PC

Date: Wednesday, February 15, 2017
Time: 6:30 pm – 8:00 pm
Location: The Dale Law Firm, PC
Street: 127 Aspen Dr. Suite 100
City/Town: Pacheco, CA 94553
(conveniently located between Concord and Martinez)

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.

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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March 15 In Office Workshop ~ The Able Act

At Dale Law Firm, PC

Date: Wednesday, March 15, 2017
Time: 6:30 pm – 8:00 pm
Location: The Dale Law Firm, PC
Street: 127 Aspen Dr. Suite 100
City/Town: Pacheco, CA 94553
(conveniently located between Concord and Martinez)

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.

 

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

 

Read More

April 12 In Office Workshop ~ Special Needs Trust

At Dale Law Firm, PC

Date: Wednesday, April 12, 2017
Time: 6:30 pm – 8:00 pm
Location: The Dale Law Firm, PC
Street: 127 Aspen Dr. Suite 100
City/Town: Pacheco, CA 94553
(conveniently located between Concord and Martinez)

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

 

Read More

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