Professional Associate Members

Professional Associate Members

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

David M. Terk

A native of Los Angeles, David resides in the San Fernando Valley with his wife, Siri, their daughters, Fiona and Isley and a menagerie which includes two dogs and “Lucky” the bird. In setting the course for his professional career, David knew he wanted to do work that would result in changing people’s lives for the better. Upon being introduced to Special Needs Planning and how it impacts the lives of families and persons with special needs, he knew he had found his mission in life.

David enjoys the challenge of helping people maximize and protect the benefits they are entitled to and is passionate about helping families to create a secure future for all their loved ones. He is a highly sought after speaker on the many subjects and issues that affect the community and provides comprehensive planning services through his firm, Serenitas Special Needs Planning. Organizations he has addressed are C.A.R.D., Mychal’s Learning Place, LAUSD, My Gym, DSALA, and Regional Centers

Active in the community, David volunteers his time with The Special Needs Planning Institute (www.SNPInst.org) and with Temple Judea where he is a member of the Board of Trustees. In his free time, David enjoys cooking, gardening, playing guitar and spending time with his family. He holds a B.A. from Tulane University and an M.B.A. from Pepperdine University.

Roberto C. Corral, LUTCF, LACP, Special Care Planner

CA. INS. LIC. #OF90240

As the proud Father of Julian, a young man with autism, Roberto has firsthand experience fulfilling the responsibilities of a parent caring for a loved one with special needs as well as assisting other families who share the same issues and concerns. In 2013, Roberto was diagnosed with cardiomyopathy and told that he would have to undergo evasive lifesaving heart transplant surgery. He understands, more than most, the need to plan for both current and future contingencies.

Roberto has provided special needs planning and related financial services to families for over thirty years through his firm, Corral Financial Strategies. He is the Membership Committee Chairperson of the Greater Foothills Chapter of NAIFA.  As an active participant in his community, he is a member of the Fiduciary Round Table of the San Gabriel Valley, an Associate member of The Special Needs Planning Institute, Inc., a member of the Association of Latino Professionals in Finance and Accounting, and a member of the Citrus Valley Estate Planning Council. He is a past board member of AYSO Region 2 and the Monrovia Chamber of Commerce.

Roberto holds a Bachelor of Arts degree in Spanish Literature from UCLA. He spends his spare   with his beautiful wife of twenty-five years, Monica, and his three lovely children, Amanda, Sofia, and Julian. He is also an avid sports fan of the Rams, Lakers, Dodgers, Barcelona, Mexican Men’s National Soccer, and UCLA Bruins.

Dennis W. Spiegelman, Regional Director

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.