The Pathway Team

Our professionals are both licensed to prepare legal documents and have over 30 years of experience working with special needs families for over 20 years, so even more than many attorneys, we know how to structure our plans and documents to adhere to the strict rules of Social Security and Medi-Cal, so government benefits like SSI (Supplemental Security Income) and Medi-Cal are maximized.

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Dennis W. Spiegelman

After a successful career in special needs and traditional estate planning in the Los Angeles and San Diego County area, Dennis retired in 2017. 

As a volunteer at the Carlsbad Senior Center, Dennis observed that his information and services would be of benefit to the special needs community. He decided to continue providing information to families by becoming an associate of The Special Needs Planning Institute, a non-profit dedicated to providing educational and informational updates on issues affecting persons with special needs and their families. His educational seminar, Guidance For a Lifetime of Care, provides comprehensive information on all aspects of planning. 

Dennis and his wife, Marion, have been married since 1972, have two children, one grandchild and a parrot named Bilko. He is also a proud Vietnam Veteran

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Bart Stevens

  • In 1993, established Bart Stevens Special Needs Planning, LLC, (www.bssnp.com)the first company in Arizona dedicated exclusively to providing Special Needs Planning Services
  • Special Needs Planning and Consulting services offered nationwide
  • Arizona Certified Legal Document Preparer (AzCLDP)
  • Associate Member Arizona Bar Association and Maricopa County Bar Association
  • Seminar and Conference Speaker for the Autism Society of America National Conference, Greater Phoenix Autism Society, National Down Syndrome Society and Congress, National Spina Bifida Association, The Arc, the Epilepsy Foundation, World Congress on Disabilities; SARRC (Southwest Autism Research & Resource Center), Crecer Con Amor AZ State Conference; YMCA Law Day; Learning Disabilities Association; and the AZ State University Special Ed Teachers Program
  • Author of “The Beginner’s Guide to Special Needs Planning”
  • Speaker to Professional Organizations including: the Arizona College of Estate Planning Attorneys, Arizona Association of Independent Paralegals, the Arizona and Oklahoma Departments of Developmental Disabilities, Certified Financial Planners Association, The Society of Financial Service Professionals of Phoenix, The National Association of Insurance and Financial Advisors (NAIFA), and AZ Partners in Policymaking Conference
  • Published Articles include The Advocate (The Autism Society of America’s newsletter), Exceptional Parent magazine and Paraplegia News
  • Interviewed by The New York Sunday Times; Mature Outlook Magazine; Kiplinger Reports; The Washington Times; The Chicago Tribune and the Arizona Republic
  • Services: Special Needs Trusts and related Legal Documents, Guardianship, Letter of Intent (Information/Care Directive), Government Benefits, Funding Budgetary Needs