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About Steve

steve-wedding-224x300Stephen W. Dale, Esq., LL.M Attorney and Counselor at Law

Stephen W. Dale received his Law Degree from Armstrong Law School and his LL.M. in Taxation from Golden Gate University. His law firm is dedicated to providing top quality estate planning to clients by working cooperatively with the client’s tax, financial and insurance professionals.  Mr. Dale regularly teaches continuing education courses accredited by the California Department of Insurance on Estate Planning, Special Needs Trusts, and Life Insurance Trusts.

He also teaches continuing education classes accredited by the California Department of Behavioral Sciences for social service professionals on utilization of trusts for persons with disabilities. A major focus of Mr. Dale’s practice has been the unique needs of persons with disabilities and the elderly. His interest in this specialized field began in 1972 when he became a licensed psychiatric nurse. He worked for the next 17 years in State Hospitals and community programs caring for psychiatric patients, persons with severe developmental disabilities and the elderly. 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. He also provides trustee classes to his clients on how to administer Special Needs Trusts.

Memberships * California State Bar * California State Bar Taxation Section * Contra Costa County Bar Association * Balena Bay Yacht Club * Mount Diablo Estate Planning Counsel * National Academy of Elder Law Attorneys * National Academy of Elder Law Attorneys Trust Special Interest Group Board of Directors * Special Needs Alliance * State of California Developmental Disabilities Board 5 – Contra Costa County Appointee * State of California Developmental Disabilities Board 5 Executive Committee – Vice Chair * Wealth Counsel Study Group

Favorites: Sailing.  Sailing with my wife and a bottle of Chardonnay.  Oh, and did I mention sailing?