Welcome to the
Achieving Independence Website



(925) 826-5585

The Dale Law Firm, PC

 HAS MOVED TO

127 Aspen Dr., Suite 100
Pacheco, CA  94553

NEW PHONE NUMBER:  925.826.5585

Fax:  925.826.5584


The new Dale Law Center is designed with accessible meetings rooms, a disability friendly garden and a beautiful conference center to serve both our clients and the community. 

The Dale Law Center will provide special needs workshops, study groups, professional meetings and hosted events. 

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The Dale Law Firm, PC sponsors the AchievingIndependence.com website as a service to the community at large. This website contains many tools to support and educate our communities such as video presentations, action alerts, organizational links and the "Achieving Independence" newsletter.  This website also serves as a resource for the Achieving Independence Practice System which develops Special Needs Trusts and services in order to assist persons with disabilities to live as independently as possible, free from abuse and neglect.


Achieving Independence

The Achieving Independence Syst
em is a process developed by the Dale Law Firm
to educate our
clients on the issues and decisions that they must deal with
in providing for their disabled loved ones where reliable asset management and
public benefits are essential.
 


We have a number of workshops scheduled.  Register soon!


For Families

      
Special Needs Trusts Workshop
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.


3 dates to choose from:

March 14, April 11 or May 16
6:00 p.m. - 8:00 p.m.

               
All workshops will be held at The Dale Law Center Conference Room, 127 Aspen Dr., Pacheco, CA
To register, write shelley@dalelawfirm.com or call (925) 826-5585



For Professionals

Special Needs Trusts for Professionals
February 3, 2012
The Contra Costa ARC
1340 Arnold Dr., Suite 127
Martinez, CA  94553
1:00 p.m. – 4:00 p.m.
$100 Registration Fee – all proceeds will be donated to the Contra Costa ARC. 

This workshop is available for Life Insurance and Financial Professionals and Trustees and qualifies for 3 hours of MCLE credit from:  The California Department of Insurance, The State Bar of California and The Certified Financial Planner Board of Standards.  To register, please contact Shelley Sunseri at: 
(925) 826-5585 or by writing:  shelley@dalelawfirm.com

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We regularly schedule MCLE courses on a variety of trust administration and benefits issues.  Please contact us if you are interested in attending or arranging for a presentation for your organization.


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To register for any of these workshops, contact Shelley at:


shelley@dalelawfirm.com
(925) 826-5585





On-line Videos Bring Families and Professionals
 Up-To-Date Information and Education



AchievingIndependence.com is dedicated to bringing Special Needs families and the professionals who serve them important and up-to-date information.  Utilizing on-line streaming videos provides the public with immediate information and education.  Here is an list of some of our current selection of presentations:





Click title to view a special new 10 minute video



PowerPoint Presentations for Family Members AND Professionals


The Dale Law Firm regularly teaches courses to families, caregivers, professionals and advocates on subjects related to serving persons with disabilities.  We are happy to offer access to a number of PowerPoint documents from these presentations for your reference.

CLICK HERE TO ACCESS THE POWERPOINT TABLE OF CONTENTS



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SPECIAL OFFER FOR NEW CLIENTS!!!

Attendees of the Special Needs Trust workshop will receive up to a
$500 discount on their legal fees if they:
..
  • Attend the workshop and schedule their first meeting with an associate within 30 days of the workshop;

  • Come to the workshop with the initial intake filled out; and

  • Sign the engagement letter with the initial payment at the first meeting.



To learn more about upcoming workshops, CLICK HERE

Brought to you by




The Dale Law Firm, PC

127 Aspen Dr., Suite 100
Pacheco, CA  94553
(925) 826-5585
Fax:  (925) 826-5584





We Are Proud Members of the

Special Needs Alliance


The Special Needs Alliance, or SNA is a national network of lawyers dedicated to Disability and Public Benefits Law.  Families rely on SNA as the best way to connect with the nearest lawyer with proven expertise in maintaining public benefits for their loved ones - as well as for reinforcement in protecting the lifestyle and future of their clients who are permanently disabled as a result of personal injury or medical malpractice - while simultaneously reducing their exposure to professional liability.

For more information, go to

www.specialneedsalliance.com

or call

(877) 572-8422