Special Needs Trust 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

• 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.

Clients may attend the workshops for free, or may request a DVD of the workshop for at no cost.

To preview the PowerPoint presentation, click here

NEW EMAIL genevieve@dalelawfirm.com for information

Classes for the public can be accessed at http//www.achievingindependence.com/calendar/ . Workshops on Special Needs Trusts, Special Needs Trust Administration and Limited Conservatorships are held in the San Francisco and Walnut Creek Office at least monthly. We also have classes at remote sites and for specific organizations. For more information, contact us at 925-280-0172.

Other Workshop Subjects