Stephen W. Dale, Esq.

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.

Nationally recognized experts will cover all aspects of discretionary distribution requests made from beneficiaries of Special Needs Trusts (SNTs), Discretionary Trusts and Conservatorships.
Member Price: $75
Non-Member Price: $105
CE Awarded:
Presented Date: August 25, 2020
The presenters will describe the new law and how it provides additional financial resources to beneficiaries to achieve independence.
Member Price: $50
Non-Member Price: $70
CE Awarded:
Presented Date: May 15, 2018