I want to thank Christy Lai the attorney at Dale Law who listened to my unique family situation that required a personalized family trust and a supplemental trust. After gathering all the facts...
Dale Law Firm
(3)
The Dale Law Firm, PC is a full-service estate planning law practice based in Pacheco, CA, specializing in developing estate plans that involve individuals with disabilities. Their comprehensive services focus on promoting independence while preserving eligibility for essential public benefits, such as Special Needs Trusts and Limited Conservatorships.
With a team approach, the Dale Law Firm works closely with clients' advisors, including CPAs, insurance professionals, and financial planners, to establish the best possible estate plan. They also offer free workshops to families with special needs, professionals, and other individuals to guide them in establishing and administering special needs trusts. Committed to excellence, the firm is a member of the Wealth Counsel Estate Planning Attorneys, ensuring top-quality service in all aspects of estate planning.
Generated from the website
Also at this address
Reviews
Extremely unprofessional. We wasted 4 months trying to make a couple minor changes to our trust and never made any progress.
Steve Dale was extremely helpful, nice and knowledgeable with assisting a disabled relative gain access to a retirement account.
You might also like
Partial Data by Infogroup (c) 2025. All rights reserved.