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The AchievingIndependence
Website Mission
 The
Dale Law Firm sponsors the AchievingIndependence Website as a service to
the community at large. The website contains the Achieving Independence
for Persons with Disabilities newsletter as part of our law firm's
commitment to providing vital information to persons with disabilities
and their families. This website also serves as a resource for the
Achieving Independence Practice System which develops Special Needs
Trusts and services to support those trusts to assist persons with
disabilities to live as independently as possible, free from abuse and
neglect. |
AchievingIndependence Workshops
 The
Achieving Independence System 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.
The workshop lasts approximately 2 1/2
hours and covers information of public benefits, common pitfalls in
planning, how to coordinate gifts from other family members, and how to
select a Trustee to manage the trust. Attendees receive up to a $500
discount on their legal fees if they
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Attend the workshop and schedule
their first meeting with an associate within 30 days of the
workshop.
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Come to the workshop with the initial
intake filled out, and
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Sign the engagement letter with the
initial payment at the first meeting.
TO VIEW THE WORKSHOP ONLINE, click here
FOR PERSONS WHO CANNOT ATTEND THE
WORKSHOP - YOU MAY RECEIVE A DVD AT NO COST.
EMAIL
sheila@dalelawfirm.com for
information |
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PowerPoint Presentations for Professionals
The Dale Law Firm regularly teaches courses to families, caregivers,
professionals and advocates on subjects related to serving persons with
disabilities. Most of these presentations are from courses to the public
and trustee classes for professional trustees. These are not meant as a
substitute for legal advice.
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 The
Dale Law Firm joins the Special Needs Alliance
We are proud to announce that the Dale Law Firm has
joined the Special Needs Alliance. The advantage to our clients is that
we now have resources across the country to refer our clients and allied
professional to competent attorneys and trustees.
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 estate planning to protect their life savings.
Lawyers seek
the help of SNA members 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.
www.specialneedsalliance.com or call 1(877)
572-8472 |
These
presentations are from our class for professional trustees. Classes
are held periodically These materials are meant for professionals.
Many of these materials are valid across the country, but some
materials are California specific. The Dale Law Firm does not
encourage non professionals to administer Special Needs Trusts. 