Dana B. Perry: Lawyer with Chambliss, Bahner & Stophel, P.C.

Dana B. Perry

Dana Perry concentrates her practice on estate planning, special needs planning and elder law. Dana has a hands-on approach helping clients provide for their family's future security and protect their assets through creative planning. Additional areas of focus include long-term care planning, navigating the Medicaid rules, veterans' benefits planning, multi-generational trust planning and drafting and administering supplemental needs trusts.
Phone423-757-0228

Peer Rating
 5.0/5.0
AV® Preeminent

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Practice Areas

  • Estate Planning
  • Elder Law and Special Needs
  • Probate
  • and Estate and Trust Administration
  • and Trusts
  • Family Business Planning
  • Individuals
  • Families
  • Estates
 
Contact InfoTelephone: 423-757-0228
Fax: 423-508-1228
http://chamblisslaw.com
 
Mailing AddressLiberty Tower|Suite 1700, 605 Chestnut Street, Chattanooga, Tennessee, 37450
 
University University of the South, B.A., cum laude, History
 
Law SchoolVanderbilt University, J.D., 1988
 
Admitted1988, Tennessee; 1993, Georgia
 
Memberships 

Professional
•Meritas, Board of Directors
•Academy of Special Needs Planners
•National Academy of Elder Law Attorneys
•Chattanooga Tax Practitioners
•Certified as an Elder Law Specialist by the Tennessee Commission on Continuing Legal Education and Specialization
•Accredited Attorney, Department of Veterans Affairs

Bar Associations
•Tennessee Bar Association, Elder Law Section, Past Chair
•Chattanooga Bar Association
•Lookout Mountain Bar Association
•State Bar of Georgia
•American Bar Association

 
BornClarksdale, Mississippi, March 23, 1963
 
Biography

Dana Perry concentrates her practice on estate planning, special needs planning and elder law. Dana has a hands-on approach helping clients provide for their family's future security and protect their assets through creative planning. Additional areas of focus include long-term care planning, navigating the Medicaid rules, veterans' benefits planning, multi-generational trust planning and drafting and administering supplemental needs trusts.

Noteworthy
•Chattanooga and Tennessee Bar Foundations, fellow
Best Lawyers in America 2014 Chattanooga Trusts and Estates Lawyer of the Year
Mid-South Super Lawyers, Estate Planning and Probate; Elder Law, 2006, 2009 - 2013
Mid-South Super Lawyers, Top 50 Women Mid-South Super Lawyers, 2011, 2012, 2013
Best Lawyers in America, Elder Law and Trusts and Estates, 2007 - 2014
•Martindale-Hubbell AV Preeminent Peer Review Rated
•Avvo 10.0 Rating
•UnBought and UnBossed Awards Honoree, Girls Inc. of Chattanooga, 2011
•Phi Beta Kappa

Community
•Urban League of Greater Chattanooga, Board of Directors, Chair
•Chattanooga Area Chamber of Commerce, Board of Directors
•River City Company, Board of Directors
•WTCI, Board of Directors
•Rotary Club of Chattanooga, Member

Sidebar

Outside the office, Dana enjoys running (she recently completed her first 10k), Americana and Blues music, and reading the Oxford American. She's a passionate advocate for downtown Chattanooga revitalization and lives in a loft in a converted department store building. Dana and her husband, Charles, love to travel and are on an Eastern European kick, including recent visits to Hungary and the Czech Republic. Certified Elder Law Specialist, Tennessee Commission on Continuing Legal Education and Specialization. Accredited Attorney, Department of Veterans Affairs.

 
Reported CasesExperience; Represents a diverse client base in the preparation and implementation of estate plans and wealth transfer strategies ranging from simple wills and trusts to multi-generational estate and tax planning; Works closely with clients' existing tax and investment advisors to develop a coordinated approach to estate planning; Lectures frequently in the areas of special needs planning, elder law and estate planning; Assists families with special needs children in planning for government benefits eligibility, wealth preservation, and implementing guardianships and conservatorships
 
ISLN904488867
 

Documents by this lawyer on Martindale.com

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Accounting Is Not Only Important - It's Mandatory
Dana B. Perry, August 14, 2014
Imagine how you would feel if you walked into your bank, asked for a summary of your account activity and the bank told you that it had no idea how much money was in your account or how it had been spent. Of course, this doesn't normally happen because the bank has a fiduciary duty to account for...

Choosing a Trustee for a Special Needs Trust
Dana B. Perry, August 14, 2014
Choosing a trustee is one of the most important and difficult issues in creating a special needs trust (SNT). Trustees must have the necessary expertise to manage the trust, including making proper investments, paying bills, keeping accounts, and preparing tax returns. But the SNT trustee must also...

Private Disability Insurance: Know the Coverage Details
Dana B. Perry, August 14, 2014
Many employers provide short- and long-term disability insurance for their employees as an important part of their benefits packages. These policies often make an enormous difference in an employee's quality of life if she is injured or becomes sick unexpectedly. But if an employee needs to...



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Office Information

Dana B. Perry

605 Chestnut Street
ChattanoogaTN 37450




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