Virtual Practice Management Lunch-and-Learn | Best Practices When Working with LGBTQ+ Clients
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Program Description and Benefits:
In this session, Mr. Jacobs will offer strategic insights on culturally-sensitive ways to deal with clients who come from the LGBT community. That will range from initial intake differences, to discussions with clients about their objectives, and ultimately to the way documents might be drafted. Larry will also talk about reasons to encourage LGBT individuals and couples to include charitable bequests in their estate plan and ways to address their philanthropic goals through planned giving. He will interweave anecdotes from his more than twenty-five years of experience providing legal and estate-planning advice to both traditional and same-sex couples.
Speaker Biography:
Lawrence (Larry) Jacobs has helped more than 1000 same-sex couples in the Washington, D.C. Metropolitan Area protect their assets and loved ones through carefully-crafted estate planning strategies and documents. He is a shareholder at McMillan Metro, P.C. and has practiced law for 47 years. He is admitted to the bar in Maryland, Virginia and the District of Columbia.
Larry has also been a highly visible spokesman for LGBT rights. He co-founded the Safe Schools Coalition of Montgomery County in 1995. For ten years, he served on the Board of Equality Maryland, the State's leading LGBT rights group at that time, and was its President for three years.
Larry Jacobs has also been the recipient of numerous awards for his legal and civic work, including the Gaylaw Distinguished Community Service Award. Larry was named Equality Maryland's Community Advocate of the Year in 2008 for his years of service to the State's LGBT community.
Larry also has decades of' experience representing local businesses in a wide range of matters, including business transactions, contracts and employment law. He is frequently asked to consult on management and marketing issues.
Logistics:
- Fees: No cost for active members; $25 for guests and emeritus members
- Connection and zoom registration details will be emailed just prior to the event.
- ​Participant video and audio will be muted during the presentation.
