Karen Jackson

Karen G. Jackson, Esq.
Jackson Law
573 Northampton Street
Holyoke, Massachusetts 01040

University of California, Los Angeles, A.B., cum laude, 1973

Law School:
Loyola Marymount University, Los Angeles, J.D., with honors, 1978

1994 – Massachusetts and U.S. District Court, District of Massachusetts
1994 – Massachusetts State Bar
1990 – U.S. District Court, Western District of Michigan
1984 – U.S. District Court, Eastern District of Michigan
1983 – Michigan State Bar (inactive)
1979 – U.S. District Court, Central District of California
1978 – California State Bar (inactive)

2016 – Present   Owner and Senior Attorney, Jackson Law, Holyoke, Massachusetts
            Elder Law, Estate Planning, Trusts, and Estate Administration

2005 – 2016        Partner, Jackson & Torrone, P.C., Holyoke, Massachusetts
            Elder Law and Estate Planning

1996 – 2005       Attorney/Owner, Law Office of Karen G. Jackson, Northampton, Massachusetts
            Family Law and Elder Law

1994 – 1996        Attorney, Richard Howland Law Office, Amherst, Massachusetts
            Family Law and Elder Law

1986 – 1993        Attorney/Owner, Law Office of Karen G. Jackson, Gaylord, Michigan
            Family Law and Elder Law

1983 – 1986        Attorney, Law Office of Lowell Blumberg, Gaylord, Michigan
            Family Law

1978 – 1982        Attorney, Armenta & Yates, Los Angeles, California
            Criminal Defense

1976 – 1978        Law Clerk, Union Oil Corporation, Los Angeles, California
            Real Estate Department

Current Memberships:
National Academy of Elder Law Attorneys, National and Massachusetts chapters
The Estate Planning Council of Hampden County, Inc. (Board Member 2012–present)
Western Massachusetts Eldercare Professionals Association
The Pioneer Valley Estate Planning Council

Former Memberships:
Hampden County Bar Association
Hampshire County Bar Association
Holyoke (MA) Bar Association
Michigan Bar Association (1982–1992)
Forty-Six Judicial Circuit Bar Association, Michigan (President 1984–1986)
State Bar of Michigan, Member of Upper Michigan Lawyers Committee (1983–1986)
State Bar of Michigan, Member of Section on Environmental Law, Family Law, Real
    Property Law (1983–1986)

Community Outreach:
ServiceNet (Chair of the Board 2008–2018; Board Member 2002–Present)
Alzheimer’s Association of Western Massachusetts (President 1999; Officer/Board Member
Homeless Overnight Shelter Volunteer (2002–2007)
Rotary Club (President 2005–2006; Board Member 1999–2006 and 2009–Present)
Water Supply Citizens Advisory Committee to the Massachusetts Water Resources Authority
    (Board Member 1996–1999)

Lecture & Speaking Engagements:
"Elder Law & Estate Planning: What You Need to Know" – Holyoke Community College,
Division of Business & Community Education, Holyoke, MA; 3-session course, twice per year in Spring and Fall, 2010–Present

“The Core Estate Plan”, sponsored by Meekins Library, Williamsburg, Massachusetts, October 14, 2017

“Elder Law: Tips and Traps”, sponsored by Merrill Lynch, Springfield, Massachusetts, October 11, 2017

“The Power of Trusts and Life Estate Deeds”, sponsored by Monson (MA) Savings Bank,
June 20, 2017

“Elder Law: Tips and Traps”, Greater Springfield (MA) Estate Planning Council, May 9, 2017

"Medicaid 101: Eligibility Requirements & Benefits and Client Intake" – National Business
    Institute (NBI), National Attorney Webinar/Teleconference, August, 2011

"The Big Five" – Forbes Library, Northampton, MA, September 30, 2015

"Medicaid for Social Workers" – 32nd (May 21, 2014) and 33rd (May 27, 2015) Regional
 Social Work Conference, Western New England University, Springfield, MA

"The Big Five, the five key documents in Estate Planning" – Greenfield Savings Bank,
Greenfield, MA, Continuing Education for Bankers; 6 sessions, January–May, 2014

"Medicare: Observation vs. Admission, A Serious Issue" – Loomis Village, South Hadley,  
    MA, April, 2014

"Estate Administration & Estate Planning for Bankers" – Monson Savings Bank, Monson,
MA, Winter Series 2014

Special Needs Trust Workshop – ServiceNet, Inc., Florence, MA, March, 2014

Having Fun with the Alphabet: ILITs, QPRTs, GRATs, QTIPs, FLPs, the QTIP Trust and
GST Taxation: What are they and why do you need them? Hampshire County Bar Association, Member Lawyers Brown Bag Lunch, Northampton, MA, November, 2013

"Action Jackson," host of weekly radio show, "Will Power," WHMP, Northampton, MA,

The Documents in the Core Estate Plan; and, the Importance of the Life Estate Deed in
    Medicaid Planning – TOPS, Westfield, MA Chapter, July 2013

For Caregivers of People with Dementia – Highland Valley Elder Services, Florence, MA,
    June 2013

Dementia Caregivers: Documentation Needed for Care Recipients – The Dementia Initiative,
    Florence, MA, October 2012

Estate & Medicaid Planning – Windfield Senior Estates, Hadley, MA, July 2012

The Probate Court Process from Start to Finish – A joint presentation with John J. Torrone,
Esq., Massachusetts Continuing Legal Education, Springfield, MA, October 2011

Taking Care of Business: Planning for the Future – Massachusetts Association of Councils
    on Aging (MCOA) Annual Meeting, Sturbridge, MA, October 2011

The Core Estate Plan; and, Caregiver Agreements – Holyoke Visiting Nurses Association,
    Holyoke, MA, January 2011.