Attorney Profiles

Jerry Simon Chasen, Esq., Principal

Practice Areas:

• Estate & Charitable Gift Planning & Administration, Probate; Intellectual Property; Small Business Corporations
• 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)
  Law Review, Notes Editor
• University of Miami Law School, LL.M., Estate Planning (1994)

College:

Tufts University, B.A., Summa Cum Laude (1973)

Selected Publications and Presentations

Selected Community Involvement

Trained in Mediation and Alternative Dispute Resolution

Law Clerk to Hon. Edward Weinfeld, U.S. District Judge, Southern District of New York (1977-78)

Professional Affiliations:

• The Advisors Project
• WealthCounsel, LLC (Founding Member, Editorial Board member) a national collaborative of estate planning attorneys, working together and sharing expertise, information, strategies, documents, and management ideas.
• Sunbridge, LLC (co-facilitator in advanced training sessions) a training program for a select group of professional advisors, designed to facilitate the development of deeper, more meaningful and impactful relationships with their clients.
• Time to Think, Inc. (completing training as Certified Coach in a Thinking Environment) The premise of the Thinking Environment is that each of us knows best the answers to the questions that we have, and that what will facilitate us coming to those answers is respectful attention.
• Apex Leadership Expeditions

Awards, Honors, Certifications:

• 2008 Designated Associate Certified Coach by the International Coach Federation

  2007 Eddy McIntyre Community Service Award (National Gay & Lesbian Task Force)

  2006 Professional Advisor of the Year (Planned Giving Council of Miami-Dade/ Leave a Legacy Program)

  Worth Magazine Top 100 Attorneys 2005, 2006, 2007

  NEW YORK UNIVERSITY SCHOOL OF LAW, Benjamin F. Butler Memorial Prize, Order of the Coif , John Norton Pomeroy Prize

  
  

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)