rally
In This Issue
Calendar
Study Group Forming
Everything Old is New Again
Special Events for Professionals!
Finds Data Now Available
new building

OPEN HOUSE

 

You are invited!

 

To visit our new offices at 127 Aspen Dr., Pacheco, CA.  We have scheduled two events:

 

------------------- 

 

 OPEN HOUSE for 

Professionals

 

September 13, 2011

from 3:00 pm - 7:00 pm 

 

------------------ 

 

OPEN HOUSE FOR 

Friends, families  

and neighbors   

 

September 29, 2011

from 3:00 pm - 7:00 pm 

 

 

Click HERE for Larger MAP  

Map

(925) 826-5855

 

 

Upcoming Workshops

click HERE to see details of each event  

 

August 10 - 6:00 - 8:00 pm  

Limited Conservatorship Workshop

 

The Dale Law Firm, PC Conference Room,  

127 Aspen Dr., Pacheco, CA 

 

Register by contacting shelley@dalelawfirm.com or by calling (925) 826-5585

 

------------------------ 

 

Sept. 7 - 6:00 - 8:00 pm

or

Nov. 16 - 6:00 - 8:00 pm

   

Special  Needs Trust Workshop

 

The Dale Law Firm, PC Conference Room

127 Aspen Dr., Pacheco, CA 

 

Register by contacting shelley@dalelawfirm.com or by calling (925) 826-5585

 

--------------------------- 

 ATTENTION PROFESSIONALS! 

 

Sept. 14 - 1:00 p.m. - 4:00 p.m.

SNTs for Financial and Insurance Professionals and Trustees

  

Contra Costa ARC

1340 Arnold Dr., Suite 127

Martinez, CA 94553

 

$100 Registration Fee

-all proceeds will be donated to support the Contra Costa ARC  

 

3 credit hours offered thru:  

-  The State Bar of Calif. 

 - Calif. Dept. of Insurance; and
-  Cert. Financial Planners
   Board of Standards

 

Register by contacting shelley@dalelawfirm.com or by calling (925) 826-5585

 

------------------------ 

 

Sept. 26 - 600 p.m. - 8:00 p.m.

SPECIAL NEEDS TRUSTS  

with a focus on

Mental Illness

 

The Dale Law Firm, PC

Conference Room

127 Aspen Dr., Pacheco, CA

 

NAMI SPECIAL!

Register by contacting shelley@dalelawfirm.com or by calling (925) 826-5585  

 

 
In Office
Promotional Special

  

New clients will receive a discount on their estate planning if they attend a workshop, watch an on-line video or view a free educational DVD from the Dale Law Firm.  

 

For more information,

go to the

 

"Educational Workshop" 

  

section of the


Achieving Independence
website.

There are two applicable videos to view. The first video is listed under "Special Needs Trusts" and is 1 hour, 40 minutes long.  This video has just been updated.

The Limited Conservatorship workshop is listed in 5 sections under "Limited Conservatorship".

  

now forming  

 

We are forming a study group that will be meeting monthly starting in August. 

 

The focus will be on 

Trust Administration 

 

    

  

or call (925) 826-5585


This Month's  

Video  Highlight  

 

Basic Benefits of 

SSI Eligibility


This video, presented by Stephen W. Dale, Esq overviews public benefits eligibility for SSI.  Please note that the information presented is specific for the State of California.  

 

21.24 minutes

 

 

Member of the 

  

meeting

for more information, go to the

Special Needs Alliance

Website

AI Logo
A Newsletter for People with Disabilities and Their Families
July, 2011   
This issue's focus:

Cha-cha-cha-changes

 

Dear Reader:

 

Changes are afoot at the Dale Law Firm, PC.  You've probably already received notification of our move to 127 Aspen Dr., Pacheco, CA.  We're excited for the move and most of all, how it will enhance both our client services and our community outreach efforts. 

 

We've updated our educational DVD on Special Needs Trusts.  You can find out more information in the left-hand column of this newsletter under "In Office Promotional Special."  We'd be happy to send you a free copy!

 

Finally, we hope that our friends and colleagues in the Bay Area will be able to come to our Open House so that we can show off our new digs.  Join us on one of the two dates listed to the left of this block for a tour.   

 

Nina S. Jones, Editor 

  

OhBrotherEverything Old is New Again  

 

Stephen W. Dale, JD, LL.M., The Dale Law Firm, PC  

 

                                We have a lot to tell you.  

 

faded wheelchairChanges have been happening both to us personally and to the world at large. Some of them are very scary. For persons with disabilities and their families, almost every state is implementing severe cuts to services. Our thoughts are with them most of all during these difficult times.

 

Nationally and within each state the disability community is continuing to fight for each and every service. I just spoke at a conference in Utah. Services there have taken some brutal cuts and there are programs that are now gone, never to be seen again. For instance, there is a 25 year waiting list for residential programs for persons with developmental disabilities.  

 

jerry brown

Governor Brown also signed into law 10 budget "trailer" bills, including three dealing with the so-called "trigger cuts" that are linked to about $2.5 billion in additional spending cuts to go into effect sometime after January 2012 if a certain level of revenues do not come into the State treasury as hoped for in the budget. Two very good sources of information are Marty Omoto's alerts that can be found at: www.cdcan.us,  

or the Monday Morning Memo from the Arc of Calif. at:
 www.arccalifornia.org/monday_morning_memo.htm  

 

What will happen next? We'll work hard to keep our readers up-to-date and involved.

steve n bldg more crop

 

For us as the Dale Law Firm, PC, the big news, of course, is the move. We've purchased and renovated a new office building, and if I say so myself, it's beautiful. We are now located in the city of Pacheco, which is just northwest of Concord. Our building has a colorful background, which I will be happy to share with you if you are able to make it to our open house. For now, let's just say that the neighbors seem to be excited with the renovations and upgrades.

 

What excites us the most is the opportunity to further our outreach to our special needs clients, their loved ones and the professionals who support them. Our new building has a customized ground floor meeting center where we will be able to host workshops, meetings and study groups. Next we plan to renovate the garden, turning it into an outdoor disability accessible area for everyone to enjoy.

 

I hope you have been able to take note of the dates for our open houses, listed in the left hand column.  Come on down for a tour, if you can. 


Stephen W. Dale, JD

The Dale Law Firm, PC

ATTENTION! 

 

Special Events for Professionals Working Within the Disability CommunityOrganizationalHighlight

 

Much of the success that our practice has achieved is due to partneships with professionals and advocates that serve people with disabilities and their family within our community. 

  

If you are a financial professional, trustee or care manager you may be interested in some of the events that we are participating in. 

  

Click here to see a Detailed Calendar of Events  

   

For instance, we will be teaching a class specifically designed for professionals regarding Special Needs Trusts at the Contra Costa ARC on September 26 from 1:00 - 4:00 p.m.  This class will provide 3 hours of continuing education credit from the State Bar Assoc. of Calif., the Calif. Dept. of Insurance and Certified Financial Planners Board of Standards.    

 

This workshop has two objectives:   

1.  To provide quality education , and   

2.  Raise funds for CC ARC.    

 

So far, we have raised $1,300.  We'd love to be able to raise more!  

 

The cost of this class will be $100, and of course, all funds will be donated to CC ARC.  

 

Contact our office for more information! 

 

ARC study   

FINDS Data Now Available

from The ARC 

   

In 1961, President Kennedy took action to bring people with intellectual and developmental disabilities (I/DD) "out of the shadows" and improve their lives. About that same time, The Arc coalesced into a strong and sustained national movement to promote and protect the rights of people with I/DD. Fifty years later, The Arc wondered just how far we had come.  

 

We set out to find the answer to that question and a host of other questions about the lives of people with I/DD through a massive online survey called Family and Individual Needs for Disability Supports (FINDS).

 

The Arc released the topline results from that groundbreaking assessment of more than 5,000 individuals, family members and caregivers today in a report called Still in the Shadows with Their Future Uncertain. The report, available now online, outlines some of the most impressive data we gathered about the unmet needs of this population - needs that are unnecessarily keeping them in the shadows of our society along with a detailed call to action for those involved in our movement, our political leaders and people of good conscience everywhere to change the status quo. As it should be, our national network of more than 700 chapters will be at the forefront leading this reinvigorated movement of those who respond to this call.

 

We invite you to read and share this report, find out more in the technical report and data tables online, and identify the opportunities in our call to action for your Chapter to get involved and make a difference. If you have questions or would like more information about what The Arc is doing nationally in light of this new information, please visit our website

 

meeting
The Dale Law Firm sponsors the achievingindependence.com website as a service to the community at large.  Our website contains the Achieving Independence for Persons with Disabilities newsletter as part of our law firm's commitment to providing vital information to persons with disabilities and their families. This website also serves as a resource for the Achieving Independence Practice System which develops Special Needs Trusts and services to support those Trusts to assist persons with disabilities to live as independently as possible, free from abuse and neglect.