December 10, 2024 at 10:00 AM PT
Register for the free webinar with Stephen W. Dale, Esq., LL.M and Sabrina Padillo, here.
Special needs trusts can be a great tool to ensure the quality of life when if comes to assisting a person diagnosed with a bipolar disorder to improve their quality of life. The single greatest factor about whether a special needs trust will be effective is the choice of management team. This presentation will focus on management options including the use of advisory committees, trust protectors, care management and different options for professional trustees.
Stephen W. Dale received his JD from Armstrong Law School and his LL.M. in Taxation from Golden Gate University in 2001. The Dale Law Firm was established in 1992 in order to provide quality estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals.
Mr. Dale is disability rights advocate whose interest in the disability community began at an early age. He comes from a family of institutional workers that served in California’s State Hospitals and Developmental Centers for over 3 generations. Stephen worked for 17 years as a psychiatric technician in a variety of institutions in California, and later became an intern at the Disability Rights Education and Defense Fund (DREDF) working on disability access cases before starting his own practice focused on drafting and administering special needs trusts.
He serves on the boards of the Arc of California and the Contra Costa County Developmental Disabilities Counsel. He spends much of his time attending disability rights activities, including legislative hearings and serving on boards and committees of disability-rights organizations.
He is also the trustee of the Golden State Pooled Trust which serves beneficiaries in California. Part of his duties is to oversee a series of MCLE programs accredited by the California State Bar, which provides education to attorneys and trustees on a wide variety of disability related subjects focused on quality of life for persons with disabilities.
He is a frequent speaker on a variety of disability related topics across the country. He speaks annually at the Stetson Law and the Center for Excellence Special Needs Conference, as well as The University of Texas annual Special Needs Conference.
He is the recipient of the 2010 Theresa Foundation Award and the 2007 NAELA Powley Award. Additionally, Mr. Dale is 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.
Sabrina Padillo joined Rehabilitation Care Coordination in 2019. She received a bachelor’s degree from San Diego State University in gerontology and public health and an Associate’s degree in Social and Behavioral Science from Grossmont College. Since joining RCC she has been a Case Coordinator and Benefit Specialist for clients, especially those with mental illnesses and the elderly. Prior to joining RCC she worked as a Pharmacy Technician for seven years and for the County of San Diego’s Health and Human Services Agency.
