Learning Session: Empowering Clients with Gender-Affirming Life Documents

When: Tuesday, December 5, 2023, from 12–1 PM

Where: Virtual, via Zoom
Admission: Free, with registration


Join Jaime Santos, a partner at Santos Walding LLP, as she explores the significance of gender-affirming life documents for trans and non-binary clients. In the face of current anti-trans sentiment, lagging legislatures and outdated laws, there still may be effective tools at our disposal in the pursuit of dignity. This webinar will delve into best practices for professionals seeking to provide support for their trans clients as they navigate the preparation of trusts, wills, power of attorney, and advance healthcare directives. We encourage active participation in this discussion, so please share your experiences and questions to enrich the conversation.

Meet the Panelist

Jaime Santos

Santos Walding LLP

Jaime has over 20 years of legal experience and has advised business from small to fortune 500 companies, start-up founders, and nonprofits in a prior reincarnation. In 2015 she returned to her law school passion by shifting her focus to estate planning. Jaime thrives when she is able to counsel LGBTQ+ individuals or families on their estate planning goals. But no matter who they are, Jaime's clients always get the benefit of her passionate advocacy, her sense of humor, and her commitment to kindness, integrity and service. 

If you have any questions about this event, please contact Henry Pacheco, Director of Philanthropic Services at [email protected].