 Stephen W. Dale Attorney and Counselor at Law
steve@dalelawfirm.com
Stephen
W. Dale received his Law Degree from Armstrong Law School and his LL.M. in
Taxation from Golden Gate University. His law firm is dedicated to providing
top quality estate planning to clients by working cooperatively with the
client’s tax, financial and insurance professionals. Mr. Dale regularly
teaches continuing education courses accredited by the California Department
of Insurance on Estate Planning, Special Needs Trusts, and Life Insurance
Trusts.
He also
teaches continuing education classes accredited by the California Department
of Behavioral Sciences for social service professionals on utilization of
trusts for persons with disabilities.
A major focus
of Mr. Dale's practice has been the unique needs of persons with
disabilities and the elderly. His interest in this specialized field began
in 1972 when he became a licensed psychiatric nurse. He worked for the next
17 years in State Hospitals and community programs caring for psychiatric
patients, persons with severe developmental disabilities and the elderly. He
regularly teaches courses to the public, financial professionals, and other
attorneys on Special Needs Trusts and trust administration with a special
emphasis on achieving independence while maintaining essential government
benefits. He also provides trustee classes to his clients on how to
administer Special Needs Trusts.
Memberships
-
California
State Bar
-
California
State Bar Taxation Section
-
Contra Costa
County Bar Association
-
Balena Bay
Yacht Club
-
Mount Diablo
Estate Planning Counsel
-
National
Academy of Elder Law Attorneys
-
National
Academy of Elder Law Attorneys Trust Special Interest Group Board of
Directors
-
Special Needs Alliance
-
State of
California Developmental Disabilities Board 5 - Contra Costa County
Appointee
-
State of
California Developmental Disabilities Board 5 Executive Committee- Vice Chair
-
Wealth
Counsel Study Group
Recent
Presentations
2001
-
ARC State
Convention San Francisco, - Limited Conservatorships for persons with
disabilities
-
Bar
Association of San Francisco – Structuring Settlements for Personal Injury
Settlements – Sponsored by Union Bank of California
-
Contra
Costa County Office of Education Parents Group – Limited Conservatorships
-
Contra Costa
County Developmental Disabilities Counsel – Limited Conservatorships
-
Disability
Rights Education and Defense Fund– Structuring Settlements for Civil
Rights Awards
-
Disability
Rights Education and Defense Fund Transition Fair– How to provide for your
disabled child
-
Joni
and Friends Santa Cruz Family Retreat – Special Needs Trusts
-
Mt
Diablo Estate Planning Counsel – Special Needs Trusts
-
Muscular
Dystrophy Foundation – Alameda County Chapter – Preserving Public Benefits
-
NAMI
Contra Costa Chapter – Special Needs Trusts for persons with mental health
issues
-
National
Network of Estate Planning Attorneys San Diego Collegium – Special Needs
Trusts
-
Santa Clara
SELPA – Special Needs Trusts and Conservatorships
-
Sanwa Bank –
Structuring Settlements for Personal Injury Settlements
2002
-
Alameda
County Developmental Disabilities Counsel Transition Fair - San Leandro
-
Calif CPA
Society – Special Needs Trusts and tax Strategies
-
Disability
Rights Advocates– Structuring Settlements for Civil Rights Awards
-
National
Academy of Elder Law Attorneys Baltimore Conference – Use of Retirement
Plans with Special Needs Trusts
-
San
Francisco Bar Association – Special Needs Trusts, thinking outside of the
box
-
Wealth
Counsel – Special Needs Trusts for the Estate Planning Attorney – a 3 day
comprehensive seminar
-
Prader-Willi
California Foundation Annual State Meeting - Special Needs Trusts and
Conservatorships
-
AG Edwards Private Client Group - Estate
Planning
-
Private Fiduciary's Association of California
-South Bay Breakfast Mtg.
-
California Children's Services of Alameda
County Staff Workshop - Benefits and Trusts
-
Transition Course Taught by
Allen, Shea, and Associates at Napa Valley College - Special Needs Trusts
-
Ala Costa Center Parents
Program of Berkeley - Special Needs Trusts
-
NAMI Contra Costa Chapter -
Special Needs Trusts
-
Capital Trust of Delaware -
Providing for Persons with Disabilities
-
Transition Task Force Symposium of Contra
Costa County - Special Needs Trusts
-
Support for Families San Francisco - Special
Needs Trusts and Limited Conservatorships
-
Solono County SELPA - Special Needs Trusts
and Limited Conservatorships
-
Union Bank of California Training for Private
Client Advisors - Charitable Trusts and Insurance Trusts, Thinking Outside
of the Box
-
Northern California Corporate Trustees
Association - How to Administer a Special Needs Trust
|
 Terri
Dale Office Manager terri@dalelawfirm.com
Terri was the controller for a very large travel agency for over 15 years
prior to her joining the Dale Law Firm. She joined the firm 6 years ago and
has been responsible for the buisiness management of the firm as well as
overseeing the court accounting and trust administration in the office. She
received her undergraduate degree from Saint Mary's College in Moraga in
1996 and is scheduled to graduate from John F. Kennedy Law School in
December of 2002. Terri regularly attends many of the
conferences and seminars with Steve including the Wealth Counsel Study Group
and the National Academy of Elder Law Attorneys. Her major focus has been on
effective practice management that allows the Dale Law Firm to provide
quality legal services. Memberships
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