Special Needs Attorney to Discuss Estate Planning for Families with Special Needs

Stephen W. Dale, Esq., a national authority on estate planning for families who have disabled members, will be the featured speaker for the September NAMI (National Alliance on Mental Illness) Meeting.

The presentation, titled “Special Needs Trusts: Estate Planning and Advocacy Tool,” is free and open to the public, and will be held on Thursday, September 24th at the Mental Wellness Center Fellowship Club at 617 Garden Street, Santa Barbara.

Mr. Dale’s experience in social work prior to becoming an attorney offers a unique understanding of issues facing families of people with disabilities. A nationally recognized disability rights advocate, he spends much of his time attending disability rights activities, including legislative hearings and serving on boards and committees of disability-rights organizations.

Mr. Dale is a longstanding member of the Special Needs Alliance, a national organization of attorneys dedicated to the practice of disability and public benefits law, and also a frequent speaker on a variety of disability-related topics across the country, including NAMI national and state conferences. He regularly teaches courses to the public, financial professionals, and other attorneys on special needs trusts and trust administration with a special emphasis on achieving independence while maintaining essential government benefits.

His practice in Pacheco, CA is focused on estate planning for families of people living with disabilities.

A Q-&-A session will follow the presentation and Spanish translation will be available. Guests are invited to arrive at 6:30pm for coffee and dessert, before the presentation begins at 7:00pm.

For more information, please contact Gracie Huerta, Family Advocate at 884-8440 ext. 3206 or ghuerta@mentalwellnesscenter.org.

About the Mental Wellness Center

The Mental Wellness Center is a private, non-profit organization providing recovery, education, and family services to adults and families affected by mental illness. For more information, please call (805) 884-8440 or visit www.mentalwellnesscenter.org.

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