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.

The Achieving Independence Approach for Special Needs Estate Planning Book, authored by Stephen W. Dale, Esq., LL.M, is now available in print version. It will serve as a guide for persons with disabilities and their families, providing information on how to design a plan for a person with a disability. The Achieving Independence Approach focuses on more than just preservation of public benefits, it includes advocacy and quality of life.

Final Cover Achieving Independence

    Chapters Include:

Telling My Story
The Half Kept Promise
Public Benefits
SNT Basics
Types of SNTs
The Ideal Trustee
Funding the Trust
Keeping Your SNT Up To Date

This invaluable resource can be used to help you understand the process of creating a special needs trust, as well and help you to define the exact needs of your trust, allowing Dale Law Firm, or your attorney to create a Special Needs Trust that will fit your individualized needs.

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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


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
Please view the information on the New ABLE Act on Achieving Independence – revised December 9th 2014. 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 [...]
Fri, Aug 09, 2013, Continue reading at the source
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