This presentation will address considerations for working with LGBTQ+ clients on their estate plan. We will also take a look at advocacy when there was no advance planning and the LGBTQ+ individual is the subject of a guardianship. Participants will learn strategies that address all phases of legal practice from client intake to document terms to holistic planning for the LGBTQ+ community.
Melissa Kallio concentrates her practice in elder law, which includes Medicaid planning and applications, litigation for vulnerable adults against abuse, neglect, and exploitation, and guardianship estates. Melissa also serves as a court appointed Guardian ad Litem (GAL) and counsel for Respondents in guardianship estates.
Melissa has been named as an “Emerging Lawyer” in the field of Elder Law by the Leading Lawyers Network since 2018. Less than 2% of all lawyers licensed in each state have receive the distinction of Emerging Lawyer. Melissa has also been named as an Illinois Super Lawyers “Rising Star” in the field of Elder Law since 2018. The Rising Stars list recognizes no more than 2.5% of attorneys in each state.
In her free time, Melissa enjoys travelling, playing and watching sports, hiking, and spending time at her family’s camp on Twin Lakes in Upper Michigan. Melissa resides in Chicago with her husband, Dan, and their 3 cats - Izzy, Bitsy, and Iris.
A passionate LGBTQ+ advocate with over 15 years of expertise in senior care, Jacqueline Boyd has built the country's premier LGBTQ+ centered care management company. The Care Plan’s ground-breaking model of client-directed care provides advocacy, care navigation and advance planning for successful aging experiences. Simultaneously, the company supplies training, strategic planning and infrastructural support to nonprofits, businesses and community groups across the US. At the helm of The Care Plan’s leadership, Jacqueline has consulted with national and local organizations such as SAGE, Diverse Elders Coalition, and AIDS Foundation Chicago to enhance services offered to LGBTQ+ older adults.
Jacqueline is a sought after speaker and author providing business leadership through presentations at the American Society on Aging National Conference, Creating Change Conference, the Los Angeles County Older Adult Summit, and University of Chicago among others. She recently contributed a chapter to Transgender and Gender Nonconforming Health and Aging, available from Springer Publishing and authored the guide Create Your Care Plan: An LGBT Person’s Guide To Preparing For Medical Procedures.
Currently Jacqueline serves as the co-chair of One Roof Chicago www.oneroofchicago.org an intergenerational LGBTQ+ focused housing project, is on the advisory council of Pride Action Tank www.prideactiontank.org. She is a co-founder of Project Fierce Chicago www.projectfiercechicago.org.
REGISTRATION FOR THE SPRING CLE SERIES: All sessions will be hosted on IPA's newest member benefit, IPA Connect, and are all FREE for IPA members. Prospective members can attend the entire series for the low cost of $75, or may join the IPA for 2021 and receive the added benefit of dual membership in the National Federation of Paralegal Associations (NFPA) as well as FREE attendance at all 2021 lunch-and-learns, virtual networking events, and discounted registration for the IPA's Fall Education Conference.
Registration on IPA Connect is required (members will need to be logged in to the IPA Connect platform to register for FREE - if you don't remember your password, enter your email address associated with your IPA membership and click to reset your password).
When it is time to join this webinar, you will log into IPA Connect, click on "Events", then on "Conferences", and join the live event.
Questions? Contact IPA's Executive Director, Yvonne Kriss, at IPA@ipaonline.org.