Jerry ChasenDirector, Legacy Planning
Jerry Chasen is the Director of Legacy Planning at SAGE – Services and Advocacy for Gay, Lesbian, Bisexual and Transgender Elders. Chasen is the former principal of Miami based Chasen & Associates, PA, a pioneering LGBT Estate Planning law firm. In 2010, he left his practice and became vice-president (and later chief operating officer) of the Alliance for Global Good, responsible for the organization’s program and communications. Trained and certified as a life coach, Jerry’s coaching practice focused on the challenges of reinvention and productivity for older adults looking at “the next third” of life. Through his law firm, Chasen & Associates, P.A., Jerry created The Advisors Project, an ongoing educational program designed to encourage and support various professional advisors in creating client relationships that are both satisfying and productive for philanthropy. Jerry was a Visiting Adjunct Professor at the University of Miami Law School Graduate Programs in both Tax and Estate Planning, from which he also received an LL.M. degree in Estate Planning. His J.D. degree with honors was granted by New York University School of Law in 1976, where he was an editor of the Law Review.
Past President of the Miami-Dade County Planned Giving Council and longtime member of the Council’s Board of Directors, Jerry served as a member of the national Board of Directors of Lambda Legal Defense & Education Fund. He on the Professional Advisory Committee of the Foundation of Jewish Philanthropies, the United Way of Miami-Dade County, and the Miami Foundation, and is also chair of the Miami Foundation’s LGBT Community Projects Fund Committee.