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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.

NOW ACCEPTING APPLICATIONS FROM QUALIFIED ATTORNEYS FOR ASSOCIATE POSITION

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Welcome… The Dale Law Firm is a Team

DALE LAW FIRM, PC | Estate Planning Special Needs Trusts Conservatorship

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.

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In-office workshops are on-hold in support of social distancing. Past webinars can be viewed on our Educational Videos Page.

The office is open and available to support your estate and planning needs.

accessible housing mattersAccessible Housing Matters

“The word ‘simple’ and ‘disability’ are two words that don’t go together. The ABLE Act and the Special Needs Trust are neither good nor evil…they are just tools.”

The LOMAH Special Needs Podcast #103

Stephen W. Dale was a special guest on episode 103 of The LOMAH podcast. In the episode Mr. Dale speaks about how to choose and train an appointed trustee.

Educational Videos