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Steve Dale

Golden State Pooled Trust
Trustee

Stephen W. Dale received his JD from Armstrong Law School and his LL.M. in Taxation from Golden Gate University. His law firm is dedicated to providing quality estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals.
Mr. Dale is a disability rights advocate and spends much of his time attending disability rights activities, including legislative hearings and serving on boards and committees of disability-right’s organizations. He is a frequent speaker on a variety of disability related topics across the country, and is the recipient of the 2010 Theresa Foundation Award and the 2007 NAELA Powley Award. Additionally, Mr. Dale is a long standing member of the Special Needs Alliance, a national, not for profit organization of attorneys dedicated to the practice of disability and public benefits law
Mr. Dale 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 offers benefits and estate planning courses to his clients as well as administration workshops for professional trustees. Steve has received accreditation for his professional courses by the California Department of Insurance and the California State Bar.
The Dale Law Firm, PC has an office in Pacheco with three full time associates dedicated to providing quality estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals.