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Section | Probate and Estate Planning

Section Meeting


Probate & Estate Planning Section Mtg: Creating a Special Needs Trust That Incorporates a Plan

Speaker
Stephen W. Dale | Attorney and Counselor at Law, The Dale Law Firm

The presentation will cover the value of doing a distribution plan in a special needs trust – and feature ICS of the Life Passage Planning project who can talk about how they assess the beneficiaries needs.

Check-in begins at 11:45 AM; the Speaker will begin at 12:00 PM.

MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THESE ACTIVITIES HAVE BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1 HOUR (PER CLASS) TOWARDS GENERAL CLE.


1.0 CLE | General


Brown Bag Lunch

Contact

Denise Belli | Email
Mee Mee Wong | Email


09/18/2019 11:45 AM 09/18/2019 1:15 PM America/Los_Angeles Section Meeting Probate & Estate Planning Section Mtg: Creating a Special Needs Trust That Incorporates a Plan Rafael Town Center Conference Room, 1050 Court Street, San Rafael, CA, 94901 Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Registration for this event has ended

Date and Location

Wednesday | September 18, 2019
11:45A-1:15P

Rafael Town Center Conference Room
1050 Court Street
(cross street 5th Ave, near Magnolia Park Café)
San Rafael, CA 94901

Speaker Information

Stephen W. Dale

Attorney and Counselor at Law, The Dale Law Firm

Stephen W. Dale is disability rights advocate whose interest in the disability community began at an early age. He comes from a family of institutional workers that served in California’s State Hospitals and Developmental Centers for over 3 generations. Stephen worked for 17 years as a psychiatric technician in a variety of institutions in California, and later became an intern at the Disability Rights Education and Defense Fund (DREDF) working on disability access cases, and later transitioned to a private practice focused on drafting and administering special needs trusts.

Stephen is currently the principal attorney at the Dale Law Firm which is dedicated to providing quality estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals.

He is also the trustee of the Golden State Pooled Trust which serves beneficiaries in California. Part of his duties is to oversee a series of MCLE programs accredited by the California State Bar, which provides education to attorneys and trustees on a wide variety of disability related subjects focused on quality of life for persons with disabilities.

Mr. Dale is a disability rights advocate and serves on the boards of the Arc of California and the Contra Costa County Developmental Disabilities Counsel. He spends much of his time attending disability rights activities, including legislative hearings and serving on boards and committees of disability-rights organizations.

He is a frequent speaker on a variety of disability related topics across the country. He speaks annually at the Stetson Law and the Center for Excellence Special Needs Conference, as well as The University of Texas annual Special Needs Conference.

He is the recipient of the 2010 Theresa Foundation Award and the 2007 NAELA Powley Award. Additionally, Mr. Dale is a long-standing member of the Special Needs Alliance, a national, not for profit organization of attorneys dedicated to the practice of disability and public benefits law.

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