Public Education

Basic Benefits of SSI Eligibility - This video, presented by Stephen W. Dale, Esq overviews public benefits eligibility for SSI.  Please note that the information presented is specific for the State of California.  21.24 minutes

Care Managers - This video clip is from a presentation to Investment Professionals and Care Managers.  This specific section discusses the importance of utilizing Care Managers for long term planning and advocacy.

How Does SSI Regard Homes Owned by Special Needs Trusts?  This video, presented by Stephen W. Dale, Esq., reviews important information regarding how special needs trusts affect housing expenses for SSI benefits recipients. 21.24 minutes

Limited Conservatorships for Persons With Developmental Disabilities (links are through the titles listed below).  This is a series of videos presented by Stephen W. Dale, Esq. and Terri Milich from the Dale Law Firm regarding various issues surrounding Limited Conservatorships.  Please note that these videos were produced in May of 2008.  Certain references and statistics may have changed.

INTRODUCTION AND HISTORY  This video introduces the subject of Limited Conservatorships.  The purpose of this video is to educate families about conservatorships and and whether this tool is appropriate for their loved ones  72.51 minutes

INTAKE PROCESS  This video, by Terri Milich, Paralegal assists family members in filling out Intake Forms.  12.39 minutes

MEDICAL DECISION MAKING  This video discusses the issues surrounding medical decision making under Limited Conservatorships.  12.26 minutes

THE LANTERMAN ACT AND IPPS  This video reviews how to use the Individual Program Plan (IPP) as an alternative to a conservatorship.

FEES  This video, presented by educates viewers about the various alternatives and the process involved.  14.3 minutes

Medi-Cal Eligibility - This video, presented by Stephen W. Dale, discusses Medi-Cal eligibility, especially when someone is not receiving SSI.  Please note, this video was recorded in 2007.  Certain figures have changed. 19.43 minutes

Special Needs Trusts Basics - This video, presented by Stephen W. Dale, reviews the basic elements and purposes of a Special Needs Trust.  28.24 minutes

Special Needs Trust - This video provides an in-depth overview of many of the elements affecting a Special Needs Trust including basics benefits, eligibility, Medicare, etc.  This video was recorded in 2008 and has information specific to California.  Please note that some data and information may have changed or is not transferable to another state.  1 hour, 40 minutes


Professional Education

The Estate Planning Professional Practicing in Uncertain Times - This video, presented by Stephen W. Dale, Esq, focuses on how to add a social service focus to a professional's special needs outreach.  Approx. 1 1/2 hours

Planning for Child Support for Children on Public Benefits - This video, presented by Stephen W. Dale, Esq. and Janet Brush, Geriatric Social Worker (Senior Alternatives), covers the subject of what a professional needs to understand when addressing child support issues as it applies to children with special needs.  59.42 minutes

Public Benefits Basics - This video, presented by Stephen W. Dale, Esq. was recorded during the 2007 NAMI conference.  It overviews various points and issues surrounding public benefits.  Please note that data and figures may have changed since 2007 and that much of this information is specific to California.   39.8 minutes

Providing for Persons with Disabilities - This video, presented by James M. O'Reilly, Esq. was recorded during the 2007 NAMI conference and reviews how to make distributions from a Special Needs Trust.  34.37 minutes

The Thousand Dollar Tennis Shoes - This presentation by Stephen Dale, Esq. reviews the issues and elements of Special Needs Trust management and why Care Managers can positively affect both management and quality of care.  58.03 minutes


Links to other useful videos and resources

California Disability Community Action Network - This quick video, presented by Stephen W. Dale, Esq. overviews an important Action Alert website run by Marto Omoto.  Steve also provides instructions and a link to sign-up for electronic action alerts through Marty's website.
5.33 minutes