Cost: $50 PFAC Member – $70 Non-Member
Speaker: Stephen W. Dale, Esq. and Jennifer L. Steneberg, Esq.
CEU Awarded: 1.0 Trusts
Presented Date: 05/15/2018
The presenters will describe the new law and how it provides additional financial resources to beneficiaries to achieve independence. They will discuss how the Able Act works, restrictions and rules. They will provide examples of how beneficiaries who are on government benefits can use funds from both an Able Account and a Special Needs Trust to supplement their government benefits providing them with a higher quality of life.
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. In addition he regularly teaches courses to the public, financial professionals, and other attorneys on special needs trusts and trust administration. His main focus is on achieving independence while maintaining essential government benefits. His courses have received accreditation by the California Department of Insurance and the California State Bar. Mr. Dale is the recipient of the 2010 Theresa Foundation Award and the 2007 NAELA Powley Award. He is also 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.
Jennifer L. Steneberg joined the Dale Law Firm as an associate attorney in February 2008. Jennifer graduated with honors from the Golden Gate University School of Law in May 1999, where she also earned a Public Interest Law Certificate. Jennifer’s personal and professional commit to advocating for persons with disabilities is long established, and she has spent much of her adult life working in the area of disability rights. Prior to joining the Dale Law Firm, Jennifer practiced disability civil rights law where she represented persons with disabilities in their fight to end discrimination, and in her pre-legal professional life, Jennifer spent fourteen years serving as a Congressional aide focusing on disability-related policy issues.