Achieving Independence Website
(925) 280-0170
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Upcoming educational workshops are scheduled for:
September 18, 2010
10:00 a.m. - Special Needs Trusts
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1:00 p.m. - Limited Conservatorships
to be held at The Dale Law Firm, PC,
1670 Riviera Dr., Suite 101,
Walnut Creek, CA
For more information or to attend either or both of these
workshops,
please CLICK HERE
To view the Special Needs Workshop Online, click here
- OR -
E-mail us to receive a DVD's at no cost
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:
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.
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Achieving Independence WorkshopsThe 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.
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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.
Brought to you by
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
or call
(877) 572-8422