Planning for Housing in a Special Needs Trust

One of the biggest challenges in special needs planning is securing long-term housing for a loved one with a disability.  Join Stephen Dale for a practical session focused on how to thoughtfully provide a home through a Special Needs Trust guided by a housing plan. We’ll walk through a step-by-step approach, explore how to maximize support from the regional center (including self-determination, SLS, and IHSS). This presentation is ideal for families that are exploring this possibility as well as real estate professionals, fiduciaries, and advisors.

To register:   click here 

Copies of the presentation and handouts will be provided to all attendees.

Please contact Amy@dalelawfirm.com with any questions