Achieving Independence Website
(925) 826-5585
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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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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.
To register, write shelley@dalelawfirm.com or call (925) 826-5585
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
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
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
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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$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.
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