About
They offer full-service estate planning, with a focus in developing estate plans that involve persons with disabilities. These Estate Plans promote independence, while preserving eligibility for essential public benefits such as Special Needs Trusts and Limited Conservatorships. The practice regularly offers free, no-obligation workshops to families with special needs, professional trustees, financial advisers, attorneys, and other professionals to guide them in establishing and administering special needs trusts. They believe that the best plan can be established with a 'team' approach, working with their clients' advisors, including their CPA, insurance professional, or financial planner. The Dale Law Firm, PC is a member of the Wealth Counsel Estate Planning Attorneys with over 1,000 attorneys committed to excellence in all aspects of estate planning.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Estate Planning
They offer full-service estate planning, with a focus in developing estate plans that involve persons with disabilities.
Special Needs Trusts
These Estate Plans promote independence, while preserving eligibility for essential public benefits such as Special Needs Trusts and Limited Conservatorships.
Conservatorship
They offer guidance in establishing and administering special needs trusts.