New Opportunities Under the SECURE Act

Tuesday, February 11
2:00-3:00 p.m. ET
Stephen W. Dale, Esq., LL.M
Brian Albee, J.D.
Jill Roamer, J.D.

Register by filling out the form!


2020/02/11 2:00 PM EST

What You’ll Learn in This Webinar

How will your planning and drafting change under the new SECURE Act provisions? What opportunities are available for disabled and chronically ill persons under the Act? We’ll explore this and more in our webinar on February 11 at 2:00 p.m. ET. Join ElderCounsel’s legal content team along with nationally recognized speaker Steve Dale, for this informative webinar.

Who Should Attend?
Any attorney or paralegal interested in learning more about the SECURE Act and how retirement assets made payable to a trust will be treated going forward. Any attorney who has clients who are chronically ill or disabled.

About the Presenters

Stephen W. Dale, Esq., LL.M
The Dale Law Firm, PC

Stephen W. Dale received his JD from Armstrong Law School and his LL.M. in Taxation from Golden Gate University in 2001. The Dale Law Firm was established in 1992 in order to provide quality estate planning to clients by working cooperatively with the clients’ tax, financial and insurance professionals.

Mr. Dale is disability rights advocate whose interest in the disability community began at an early age. He comes from a family of institutional workers that served in California’s State Hospitals and Developmental Centers for over 3 generations. Stephen worked for 17 years as a psychiatric technician in a variety of institutions in California, and later became an intern at the Disability Rights Education and Defense Fund (DREDF) working on disability access cases before starting his own practice focused on drafting and administering special needs trusts.

Brian Albee, J.D

Brian joined ElderCounsel in February of 2008 and serves as Director of Law and Technology.  Prior to joining ElderCounsel, Brian was the Director of Technology for WealthCounsel, ElderCounsel’s sister company.  Brian practiced estate planning law in California for several years before joining WealthCounsel.  He has a keen interest in HotDocs development and helping members make the most of the software.

Brian’s primary role with ElderCounsel is the creation and maintenance of ElderDocx®, ElderCounsel’s elder law document drafting system, as well as other technology management for ElderCounsel.

Jill Roamer, J.D.

Jill joined ElderCounsel as a Legal Content Specialist in April 2018. Prior to joining ElderCounsel, Jill was a practicing attorney for 6 years and focused on elder law and taxation. Jill has a passion for these areas of law, as she sees the practical impact they have on families everyday.

Jill lives in Nashville, Tennessee with her son. She graduated from Texas Tech University with a Bachelor of Arts Degree in Philosophy and from Florida Coastal School of Law with a Juris Doctor Degree. In her free time, Jill enjoys cooking, reading, and going to the park with her son.

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