The Achieving Independence System"> The Achieving Independence System

The Achieving Independence System

 Special Needs Trust 4 Step System


The Achieving Independence System is a process developed by the Dale Law Firm, PC to educate our clients on the issues and decisions that they must deal with in providing for their loved ones with disabilities, where reliable asset management and public benefits are essential.  Explore our materials and videos to learn more.

Would you like to own your own copy of the Achieving Independence Book? This resource is invaluable in helping you to understand the process of creating a Special Needs Trust, as well as helping you to define the individual needs that your Special Needs Trust must serve.

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Steve Dale's Independence Journal

An online magazine for the support of
individuals with disabilities, their families,
and the Professionals that serve them


Monday, March 3rd, 2014 in Sacramento, California For More Information go to Or call (916) 552-6619 My wife Terri and I have a law practice focused on improving the quality of life of persons with disabilities and their families. Many of our clients create what are called special needs trusts which are trusts specifically focused on enhancing the lives of persons with disabilities by preserving qualification for essential public benefits and supplementing those needs to provide services and opportunities that the rest of us take for granted. Over the past two decades we have learned by experience the value of professional management [...]
Mon, Jan 27, 2014, Continue reading at the source
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A Life Worthwhile Stephen W. Dale, Esq., LL.M. , The Dale Law Firm, PC Pacheco, CA This is October which for me is a special time. Mid October is the Stetson Law School Annual Special Needs Trust Conferences, an event where all the top special needs trust practitioners come together to share with their colleagues their views about what this year's challenges are going to be and how best to address the challenges that our clients with disabilities and their families will have to address. It is a time to ponder how we can assist not only our clients but also our communities [...]
Fri, Nov 08, 2013, Continue reading at the source
Are Good Intentions Enough? In 1963, President Kennedy called for Congress to replace institutions with comprehensive community programs that would provide outpatient care, day treatment, rehabilitation, foster care services, and public education with mental health and related services. Congress responded to President Kennedy's challenge by creating a commission that in turn recommended that communities take greater responsibility for the treatment of persons in institutions with locally-based programs. Because of the refocusing of services, the population in state mental hospitals from 1956 to 1980 fell by three quarters. The Joint Commission also recommended a ten-fold increase in spending on community mental health [...]
Sat, Aug 10, 2013, Continue reading at the source
special needs trust child
How much should I put into my child's special needs trust? Stephen W. Dale, Esq., LL.M. This is a question that is almost impossible to answer with precision, so it is important to know all of the variables. To illustrate the challenge, imagine for a moment that you have a 17 year-old daughter named Kathy who has a severe disability and will need assistance for the rest of her life. According to current calculations, Kathy's life-span is likely to be 87 years or greater. The challenge you must address through your estate plan will be how to provide for Kathy [...]
Fri, Aug 09, 2013, Continue reading at the source
ABLE act
The ABLE Act and Bridging the Great Divide: A Request to Revise the ABLE Act By Stephen W. Dale, Esq. This article is taken from an alert shared with a variety of disability organizations by Stephen W. Dale, Esq., LL.M., Pacheco, California and is reprinted here with permission. For the last four years I have been monitoring this legislation which is now being called the ABLE Act. On the surface this is a feel good piece of legislation, but the more I explore it, the less I like it. I am very concerned that The Arc and other organizations are putting their [...]
Fri, Aug 09, 2013, Continue reading at the source
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