Dale Law Firm

Information updated on Thursday, November 10th 2022, 10:03
Services
Financial Planning
Legal - Lawyers, paralegals, self-help
Workshops, In-Person Training, Classes

The Dale Law Firm, PC offers 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.

CORE SERVICES

Estate Planning
Special Needs Trusts
Conservatorship

The Dale Law Firm, PC believes that the best plan can be established with a “team”​ approach, working with our clients’ advisors including their CPA, insurance professional or financial planner. We are members of the Wealth Counsel Estate Planning Attorneys with over 1,000 attorneys committed to excellence in all aspects of estate planning.

The Dale Law Firm, PC 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.

For more information, please visit our website at www.dalelawfirm.com 

Workshops can be viewed on the EDUCATIONAL VIDEOS page.

You can also join our mailing list and subscribe to our YouTube channel on the HOME page.

To request an appointment, please complete the form on our CONTACT US page.

For help with educational resources or to request a presentation, please contact [email protected] .  

keywords: spanish