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| California Medi-Cal and
Asset Protection Attorney |
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Dale, Stephen W. |
The Dale Law Firm
1901 Olympic Blvd. Ste. 230
Walnut Creek, California 94596
Tel: 925-280-0172
Fax: 925-280-0177 |
Website:
www.achievingindependence.com
E-mail:
steve@DaleLawFirm.com
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THE DALE LAW FIRM designs estate plans centered around revocable
living trusts coordinated with more sophisticated planning vehicles,
such as special needs trusts, irrevocable life insurance trusts,
charitable remainder trusts, qualified personal residence trusts,
and family limited partnerships. Currently the firm has four
full-time attorneys who also work with banks, social workers,
private fiduciaries and care management agencies to administer these
trusts.
Stephen W. Dale received his Law Degree from Armstrong Law School
and his LL.M. in Taxation from Golden Gate University. His law firm
is dedicated to providing top quality estate planning to clients by
working cooperatively with the client’s tax, financial and insurance
professionals. Mr. Dale regularly teaches continuing education
courses accredited by the California Department of Insurance on
Estate Planning, Special Needs Trusts, and Life Insurance Trusts, as
well as continuing education classes accredited by the California
Department of Behavioral Sciences for social service professionals
on utilization of trusts for persons with disabilities.
A major focus of Mr. Dale's practice has been the unique needs of
persons with disabilities and the elderly. His interest in this
specialized field began in 1972 when he became a licensed
psychiatric nurse. He worked for the next 17 years in State
Hospitals and community programs caring for psychiatric patients,
persons with severe developmental disabilities and the elderly. He
regularly teaches courses to the public, financial professionals,
and other attorneys on Special Needs Trusts and trust administration
with a special emphasis on achieving independence while maintaining
essential government benefits. He also provides trustee classes to
his clients on how to administer Special Needs Trusts.
Memberships
California State Bar
California State Bar Taxation Section
Contra Costa County Bar Association
Mount Diablo Estate Planning Counsel
National Academy of Elder Law Attorneys
National Academy of Elder Law Attorneys Trust Special Interest Group
Board of Directors
State of California Developmental Disabilities Board 5 - Contra
Costa County Appointee
State of California Developmental Disabilities Board 5 - Vice Chair
Wealth Counsel Study Group
Board Member, Housing Consortium of the East Bay
Recent Presentations
2002
· Sanwa Bank – Structuring Settlements for Personal Injury
Settlements
· Alameda County Developmental Disabilities Counsel Transition Fair
- San Leandro
· California CPA Society – Special Needs Trusts and tax Strategies
· Disability Rights Advocates– Structuring Settlements for Civil
Rights Awards
· National Academy of Elder Law Attorneys Baltimore Conference – Use
of Retirement Plans with Special Needs Trusts
· San Francisco Bar Association – Special Needs Trusts, thinking
outside of the box
· Wealth Counsel – Special Needs Trusts for the Estate Planning
Attorney – a 3 day comprehensive seminar
· Prader-Willi California Foundation Annual State Meeting - Special
Needs Trusts and Conservatorships
· AG Edwards Private Client Group - Estate Planning
· Private Fiduciary's Association of California -South Bay Breakfast
Mtg.
· California Children's Services of Alameda County Staff Workshop -
Benefits and Trusts
· Transition Course Taught by Allen, Shea, and Associates at Napa
Valley College - Special Needs Trusts
· Ala Costa Center Parents Program of Berkeley - Special Needs
Trusts
· NAMI Contra Costa Chapter - Special Needs Trusts
· Capital Trust of Delaware - Providing for Persons with
Disabilities
· Transition Task Force Symposium of Contra Costa County - Special
Needs Trusts
· Support for Families San Francisco - Special Needs Trusts and
Limited Conservatorships
· Solono County SELPA - Special Needs Trusts and Limited
Conservatorships
· Union Bank of California Training for Private Client
Advisors-Charitable Trusts and Insurance Trusts, Thinking Outside of
the Box
· Northern California Corporate Trustees Association-How to
Administer a Special Needs Trust
· Independent Living Resource Center of Contra Costa County-Changes
in Estate Planning Law Which May Affect Consumer Choice regarding
Trusts
· Easy Does it SNT
· Oaks of Hebron
· Herrick Hospital Caregivers Support Group SNT/Estate Planning
· Supporting Foundation for East Bay Community Foundation
· Support for Families Deaf Group
2003
· SNT Orion Academy Parent Group
· Support for Families Parent Mentors
· CARE of ARC
· Support for Families Information and Resource Conference
· Alameda County Developmental Disabilities Council Transition Faire
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