Attorney Profiles

Jerry Simon Chasen, Esq., Principal

Practice Areas:

• Estate & Charitable Gift Planning & Administration
• Probate
• Small Business Entities
• Visiting Adjunct Professor, University of Miami Law School, Graduate Programs in Tax and Estate Planning

Bar Admissions:

• New York (1976)
• Florida (1977)
• New Mexico (1987)
• California (1988)

Law School:

• New York University, J.D., cum laude (1976)
• University of Miami Law School, LL.M., estate planning (1994)

College:

• Tufts University, B.A., summa cum laude (1973)

Publications:

• "POWER Planning", Estate Planning Magazine (Spring 2007)
• Co-author, "Focusing Client Intentions: Conversations Toward an Effective Plan" (2002) (Examines the qualities of advisor - client relationships most likely to be satisfying for the client and productive for philanthropy)
• "Estate & Gift Tax Planning for Nontraditional Families," 15 Probate & Property 6 (Jan/Feb 2001)
• "More Estate & Gift Tax Planning for Nontraditional Families: Retirement Assets", 15 Probate & Property 54 (May/June 2001)
• The Rights of Authors, Artists, and Other Creative People, Bantam Books (1992)
• "Retirement: Plan for More Than Money!," Journal of Practical Estate Planning (Dec 2007/Jan 2008); reprinted in Journal of Retirement Planning (Mar/Apr 2008)

Selected Presentations:

• Community Foundations in Hartford, Dallas, Buffalo, Jacksonville, Kalamazoo, Louisville, West Chester/Liberty (Ohio), and others
• "Focusing Client Intentions: Conversations toward an Effective Plan" (Interactive program, awarded continuing education and ethics credits, exploring the qualities of an advisor-client relationship most satisfying for clients, and productive for philanthropy. See Resources page of this website). ADNet National Conference (March 2003)
• "What's My LINE?: A Program for Donors About Effective Giving"
• Louisiana Association of Non-Profits (2002)
• "Planning for Non-Traditional Families," Florida Bar Trust Liaison Conference (June 2008)
• "Estate & Gift Tax Planning for Non-Traditional Families," ABA Real Property, Probate & Trust Section National Meeting (April, 2002)
• "Planned Giving & Non-Traditional Families: Estate & Gift Tax Planning Considerations," National Conference of Planned Giving (October, 2000)

Selected Community Involvement:

• Chair, GLBT Community Projects Fund Advisory Committee, Dade Community Foundation (2005-present)
• Chair, 2005 Annual Recognition Dinner, benefitting the National Gay & Lesbian Task Force and the Greater Miami Gay Lesbian Bisexual & Transgender Community
• Former Member, Steering Committee, Greater Miami Leave a Legacy Campaign
• Bass Museum of Art (Friends Board) (2003 – 2007)
• Lambda Legal Defense & Education Fund, National Board of Directors (1998-2002)
• Planned Giving Council of Miami-Dade County, Board of Directors, Past President (1995-2007)
• Museum of Contemporary Art, N. Miami, FL, Board of Directors, Vice-Chair (1995-99)

Also of Note:

• Named one of Top 100 Attorneys in the United States by Worth Magazine three consecutive years (2005, 2006, & 2007)
• Recipient of the Eddy McIntyre Community Service Award by the National Gay & Lesbian Task Force (November 2007)
• Named Alumnus of the Month by New York University School of Law (May 2008)
• Trained and certified life coach
• Trained in Mediation and Alternative Dispute Resolution
• Law Clerk to Hon. Edward Weinfeld, U.S. District Judge, Southern District of New York (1977-78)hr

Stephen S. Bodden, Esq., Associate

Practice Areas:

• Estate & Charitable Gift Planning & Administration
• Probate
• Commercial Litigation

Bar Admissions:

• Florida (1955)
• United State District Court for the Southern District of Florida (1996)

Law School:

• University of Pennsylvania School of Law, J.D. (1994)

College:

• University of Miami, B.A., cum laude (1992)