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

 

Read More

May 10 In Office Workshop ~ Limited Conservatorships

At Dale Law Firm, PC

Date: Thursday, May 10, 2018
Time: 3:00 – 5:00
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 session will discuss the legal process for establishing a limited conservator and the role of a limited conservator on behalf of an adult with developmental disabilities. It will also include information about alternate methods of retaining legal decision making authority for your child without formal conservatorship, and the role of Regional Center in making decisions for your child.

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

 

Read More

May 24 In Office Workshop ~ Administering a Court-Supervised Special Needs Trust

At Dale Law Firm, PC

Date: Thursday, May 24, 2018
Time: 3:00 – 5:00
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 session will review issues of administering a special needs trust which is subject to oversight by the Court.  Topics will include record-keeping, preparation of court accountings, bond, investment restrictions, distribution authority and advance court approval for certain expenditures.

 

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

 

Read More

Brought to you by Dale Law Firm | Designed by Charlie Ledbetter Solutions