THE DALE LAW FIRM SERVICES
We believe that the best plan can be established with a Team approach.
A thoughtful and well-drafted estate plan ensures that you will be protected and cared for throughout your lifetime, and that your estate will pass according to your wishes and in the manner you have chosen.
Special needs trust planning enables persons with disabilities to take advantage of all available resources, both public and private, to support and enhance their lives. A special needs trust can and should build the team of family, friends and professionals that will support the person with a disability in all aspects of life.
A person with a developmental disability may need assistance in making valid, informed decisions as an adult. Where other, less intrusive options are not available, appointment of a Limited Conservator as the legal decision-maker for a person with a significant developmental disability may be appropriate.
The Dale Law Firm, P.C., offers a full range of trust and estate planning services, with a focus on planning that involves a person with a disability. The Dale Law Firm approaches planning from the perspective of the whole family. Comprehensive estate planning for non-disabled family members will serve them in the later years and after death. Planning for a person with a disability promotes independence and maximum personal autonomy while simultaneously preserving eligibility for essential public benefits.
Successful implementation of a client’s estate or special needs trust planning is bolstered by having the best team in place when it is needed. Therefore, The Dale Law Firm has grown and developed an extensive network of qualified professionals, including trustees, care managers, benefits advocates, tax professionals and financial advisers, all of whom are uniquely qualified to assist clients in realizing their planning goals. As members of WealthCounsel and ElderCounsel, professional organizations with over 1,000 attorneys nationwide, the Dale Law Firm is committed to excellence in all aspects of estate planning.
The Dale Law Firm, P.C., regularly offers free, no-obligation workshops and webinars to families, disability organizations, social service professionals, professional trustees, financial advisors, attorneys and others to educate and guide them in areas of public benefits, special needs trust planning and administration, limited conservatorships and other alternatives for legal decision-making.
Many of the Dale Law Firm’s professionally focused courses are accredited by the California Department of Insurance and the California State Bar providing Continuing Education Units for professionals responsible for trust administration. *These presentations are for education purposes only and not to be construed as a substitute for legal counsel.
The Dale Law Firm, P.C., is dedicated to advocacy and community support systems for persons with disabilities. Each of our attorneys has been personally committed to and involved in the disability community for several decades, serving as volunteer board members for numerous local and statewide disability service and advocacy organizations.
Our Mission
The Dale Law Firm is dedicated to applying our legal knowledge and expertise to assist individuals and families with various aspects of estate and special needs planning. We are committed to educating and empowering persons with disabilities, their families and the professionals supporting them, to ensure that they thrive personally and financially, and achieve the best possible quality of life.