Getting Started |
| When you call our office to schedule your free initial estate planning for special needs persons consultation, you will be sent a package of information including directions to our office as well as three questionnaires for you to complete and bring with you to the first meeting. Having this information available for the attorney you will be meeting with will make your free consultation much more productive. The first questionnaire requests information about the special needs person. The second questionnaire requests information about the special needs person’s family and who will manage the special needs person’s personal and financial affairs. The third questionnaire requests information about the family’s finances as well as the special needs person’s finances. If you would prefer to download the directions to our office and these questionnaires, click here. |
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Dennis Joins Special Needs Alliance |
 Dennis is proud to announce that he has been invited to join the prestigious Special Needs Alliance, an exclusive organization of attorneys that specialize in planning for special needs persons. Through his affiliation with the Special Needs Alliance, Dennis will have the collective wisdom and planning experience of some of the top special needs planning attorneys in the United States available to him and his special needs clients. Dennis is one of only six Special Needs Alliance members in California. The Special Needs Alliance has slightly over one hundred members nationwide. For more information on special needs estate planning, visit our website at www.cal-special-needs-attorney.com. You can get additional information about the Special Needs Alliance by visiting www.specialneedsalliance.com. If you know of a special needs support group that would like to have Dennis give them a presentation on Special Needs Estate Planning, please contact our office. In the past year, Dennis has made informative and entertaining presentations to various Inland Empire and Orange County support groups dealing with individuals with Down Syndrome, Autism, Epilepsy, Cerebral Palsy, Multiple Schlerosis, and ALS.
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Dennis is Contributing Author of Special Needs Trust Treatise |
 The California Education of the Bar recently announced the publication of its two-volume treatise entitled Special Needs Trusts: Planning, Drafting and Administration. Dennis is the author of the chapter on Taxation of Special Needs Trusts. |
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Published Again! |
| Parts 1 and 2 of Dennis’ article on The Taxation of Special Needs Trusts were recently published in the NAELA News. To get a copy of the articles, click
here. |
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Pamela to Attend Special Needs Conference |
| Our associate attorney, Pamela Valencia, will be attending the Third Annual Conference of the Academy of Special Needs Planners in Rancho Bernardo on March 6 – 7, 2009. The conference will be attended by over 100 attorneys specializing in special needs planning for all across the United States. |
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Law Firm to Exhibit at Casa Colina Trends in Autism Conference |
| Dennis is proud to announce that the law firm will be a sponsor and exhibitor at the Casa Colina Trend in Autism held on March 14 -15, 2009 at Harvey Mudd College in Claremont, California. For more information on the conference, click here. |
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Law Firm Exhibits at Hemet and Orange County Down Syndrome Association Buddy Walks |
| Dennis is proud that the law firm was once again be a sponsor and exhibitor at the Down Syndrome Association of Orange County Buddy Walk at Anaheim Stadium and the Down Syndrome Association of Hemet Buddy Walk in Hemet, California. We met many new friends at both events. |
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Dennis to Speak at Southern California Disabilities Expo 2009 |
| We are proud to announce that the promoters of the Southern California Disabilities Expo have invited Dennis to be one of their keynote speakers. He will speak on planning for special needs persons using special needs trusts. The 2009 Southern California Disabilities Expo will be held at the Anaheim Convention Center on May 29 – 31, 2009. |
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| We have free brochures of interest to family with a special need child. You can choose from one or more of the following brochures:
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Nine Costly Mistakes to Avoid When Planning for a Child With Special Needs
Special Needs Planning
Brief Guide to Special Needs Trusts
Estate Planning for Parent of Children With Disabilities
What Happens When I Turn Eighteen?
Supplemental Security Income
Buying A Home For A Person With Disabilities
Selecting The Trustee Of A Special Needs Trust |
We'll mail you
a copy if you click here. |
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Dennis is Starting Second Year as Board of Directors of National Academy of Elder Law Attorneys |
 The membership of the National Academy of Elder Law Attorneys has voted to confirm the nomination of Dennis to the Board of Directors of NAELA. The National Academy of Elder Law Attorneys is the premier membership organization for attorneys specializing in elder law. For more information on NAELA, visit its website at www.naela.org. Dennis will serve on the Board of Directors from 2008 through 2010. |
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Mr. Sandoval Starts Third Year Serving on Board of Directors of National Elder Law Foundation |
| Dennis has been named to the Board of Directors of the National Elder Law Foundation. The National Elder Law Foundation is the non-profit organization that administers the Certified Elder Law Attorney or CELA designation. To learn more about NELF, click here. |
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Dennis is Elected as President of Southern California NAELA Chapter |
| Dennis has been elected as the 2008 / 2009 president of the Southern California Chapter of the National Academy of Elder Law Attorneys. To learn more about the National Academy of Elder Law Attorneys, click here. |
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Pamela Valencia Elected as Co-Chairperson of Riverside County Bar Association Estate Planning Section |
| Our associate attorney, Pamela Valencia, has been elected as the 2008 / 2009 Co-Chairperson of the Estate Planning Section of the Riverside California Bar Association. We are very proud of Pamela’s achievement. |
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Dennis M. Sandoval, A PLC is Admitted as Charter Member of the Life Care Planning Law Firms Association |
 Our law firm had been admitted as a charter member of the Life Care Planning Law Firms Association. Our law firm is the only law firm in Southern California with a Geriatric Care Coordinator on staff. Karen Griffith, our Geriatric Care Coordinator, works exhaustively to secure the highest of care for our frail elderly and disabled clients. With the growing population of frail elderly and families needing advice regarding in-home care, assisted living and skilled nursing homes, life care planning is a growing area of the law. Click here to learn more about life care planning at our website, www.life-care-planning.com. If you would like more information about life care planning in general as well as the Life Care Planning Law Firms Association, visit www.lcplfa.org. |
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Visit Our Other
Websites |
We have several other websites that might be of interest to you:
http://www.protect-your-wealth.com is our estate planning website. There you will find information about all aspects of estate planning, probate and trust administration, and trust and estate litigation. The site also contains some special information about Legacy Wealth Planning, estate planning for persons with large retirement assets and estate planning for Gay; Lesbian, Bi-Sexual and Trans-Gender individuals and couples.
http://www.cal-elder-lawyer.com is our elder law planning website. There you will find information about planning for receipt of Medi-Cal benefits, planning for receipt of Veterans Aid and Attendance benefits, conservatorships, durable powers of attorney for property, advance health care directives, and HIPAA authorization forms.
http://www.life-care-planning.com is our life care planning website. There you will find resources for caregivers, and information about caring for the frail elderly in their homes, in assisted living facilities and RCFEs, and in Skilled Nursing Facilities. You will find out how a life care planning attorney is what you need to relief from those sleepless nights worrying about how you will provide care for your elder loved one.
http://www.fight-the-taxman.com is our website that contains information about dealing with the IRS and California taxing authorities. We can assist you with resolving your income tax, employment tax, sales tax, or property tax problems. We are admitted to practice before the Internal Revenue Service, the California Franchise Tax Board, the California Board of Equalization, and the California Employment Development Department. |
