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Special Needs Trust with Stephen W. Dale

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1663 Mission Street

Suite 700

San Francisco, CA 94103

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Regístrese por teléfono si necesita asistencia en español o chino. Llame al 415-920-5040.

如果您需要西班牙语或中文的帮助,请通过电话注册。请致电415-920-5040。

This 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 for government benefits.

About the presenter: Stephen W. Dale received his JD from Armstrong Law School and his LL.M. in Taxation from Golden Gate University. His law firm is dedicated to providing quality estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals.

Mr. Dale is a disability rights advocate and 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. Mr. Dale 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 offers trustee classes to his clients and professional trustees on how to administer special needs trusts.

Childcare provided with advance registration. Call 415-920-5040 for childcare.

Spanish and Cantonese Interpretation will be provided with advance registration.

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1663 Mission Street

Suite 700

San Francisco, CA 94103

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