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

Client Rating

Featured AV Peer Review Rated Lawyer IconFeatured AV Peer Review Rated Lawyer Icon
Printer Friendly VersionEmail this PageDownload to My Outlook ContactsAdd lawyer to My FavoritesCompare this lawyer to other lawyers in your favorites

Experience & Credentials Ratings & Reviews
 

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
 
University University of the South, B.A., cum laude, History
 
Law SchoolVanderbilt University Law School, 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 National Elder Law Foundation
•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 Chattanooga Trusts and Estates Lawyer of the Year, 2014
Mid-South Super Lawyers, Estate Planning and Probate; Elder Law, 2006, 2009 - 2014
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 - 2015
•Woman of Distinction, American Lung Association, 2015
•Martindale-Hubbell AV Preeminent Peer Review Rated
•Avvo 10.0 Rating
•UnBought and UnBossed Awards Honoree, Girls Inc. of Chattanooga, 2011
•Phi Beta Kappa

Media

Legal Updates

08.01.2015 Special Needs Planning - August Legal Update

07.01.2015 ElderLaw Answers - July Legal Update

06.01.2015 Special Needs Planning - June Legal Update

05.01.2015 ElderLaw Answers - May Legal Update

04.08.2015 Special Needs Planning - April Legal Update

03.03.2015 ElderLaw Answers - March Legal Update

02.04.2015 Special Needs Planning - February Legal Update

01.05.2015 ElderLaw Answers - January 2015 Legal Update

12.11.2014 Special Needs Planning - December Legal Update

11.04.2014 ElderLaw Answers - November Legal Update

10.13.2014 Special Needs Planning - October Legal Udpate

09.03.2014 ElderLaw Answers - September Legal Update

08.06.2014 Special Needs Planning - August Legal Udpate

07.08.2014 ElderLaw Answers - July Legal Update

06.04.2014 Special Needs Planning - June Legal Udpate

05.02.2014 ElderLaw Answers - May Legal Update

04.03.2014 Special Needs Planning - April Legal Update

03.06.2014 ElderLaw Answers - March Legal Update

02.05.2014 Special Needs Planning - February Legal Update

01.27.2014 Minimum Monthly Maintenance Needs Allowance (MMMNA) Receives an Adjustment

01.09.2014 ElderLaw Answers - January Legal Update

12.11.2013 CMS Manuals Now Reflect Ending of Improvement Standard

12.09.2013 Observation Status: How Proposed Changes May Affect Medicare Benefits

12.06.2013 2014 Medicaid Spousal Allowance Figures Released

12.05.2013 Special Needs Planning - December Legal Update

11.14.2013 ElderLaw Answers - November Legal Update

10.11.2013 ElderLaw Answers - October Legal Update

03.14.2013 What the Recent Estate Tax Changes Mean to You

Seminars / Events

06.20.2015 Dana Perry to be a Guest on the Retire Happy with David Medford Radio Show (Speaking Engagement)

05.06.2015 Chambliss Law Firm Community Partnership Holds Free Event for Seniors (Firm Event)

02.10.2015 Chambliss Annual Elder Law Seminar (Firm Seminar)

11.13.2014 Chambliss Participates in Hamilton County Department of Education's Transition Summit

10.07.2014 Annual Estate Planning Seminar (Firm Seminar)

09.24.2014 Dana Perry to Speak at Alexian Village of Tennessee (Speaking Engagement)

08.19.2014 Dana Perry to Speak at BrightStar Care Seminar (Speaking Engagement)

05.20.2014 Dana Perry to Speak at the Southeast Tennessee Paralegal Association's Monthly Meeting and Luncheon (Speaking Engagement)

03.05.2014 Does the Thought of Estate Planning Overwhelm You? (Speaking Engagement)

02.27.2014 Chambliss Elder Law Team to Speak at Brainerd Baptist Senior Group Meeting (Speaking Engagement)

02.25.2014 Annual Elder Law Seminar (Firm Seminar)

11.07.2013 Changing the Unchangeable Estate Planning Seminar (Speaking Engagement)

10.22.2013 Annual Estate Planning Seminars (Firm Seminar)

10.12.2013 Estate Planning and Elder Law Attorney Dana Perry Will be a Guest on The David Medford Money Show (Speaking Engagement)

05.29.2013 2013 Individual Tax Laws and Philanthropy: What Your Development Office Needs to Know (Speaking Engagement)

05.29.2013 Chambliss Attorneys Dana Perry and King Copler Present Webinar for Gonser Gerber Institute (Webinar)

04.20.2013 Dana Perry to Speak at the Executive Women International, Chattanooga Chapter, Spring Conference (Speaking Engagement)

03.27.2013 Dana Perry to Speak at the Chattanooga Tax Practitioners Monthly Meeting (Speaking Engagement)

Articles / Publications

04.01.2015 The R in Inherited IRA Does Not Stand for Retirement - The Implications of the US Supreme Court's Clark Decision

02.04.2014 Dana Perry Authors Article in Trend Magazine

09.03.2013 Dana Perry Interviewed by Vanderbilt Lawyer Magazine

08.13.2013 Dana Perry Interviewed by Nooga.com

06.15.2013 What You May Need to Know, Top Estate Planning Concerns for Individuals Age 55 and Over, Chattanooga Magazine

04.15.2013 Long-Term Planning: The Will and Beyond

02.08.2013 Ethics Among Social Workers and Attorneys

12.07.2012 Look Both Ways Where Estate Planning and Elder Law Intersect Estate Planning Magazine

Firm News

08.18.2015 Twenty-Four Chambliss Attorneys Named to Best Lawyers in America 2016

04.24.2015 Dana Perry to Receive Woman of Distinction Award

11.05.2014 Chambliss Attorneys Honored by Mid-South Super Lawyers

10.02.2014 Chambliss Partners with the Urban League to Celebrate Equal Opportunity Day

09.12.2014 Chambliss' Dana Perry Featured in CityScope's Executive Circle

08.18.2014 Best Lawyers Awards Five Chambliss Attorneys 2015 Lawyer of the Year Honor

06.02.2014 Dana Perry Interviewed by Law Practice Magazine

05.19.2014 Dana Perry Appointed to the Board of Directors for Meritas

12.30.2013 Dana B. Perry discusses Wills and Power of Attorney on Sharon Kelly's Caregivers & Community Connection

12.17.2013 Dana Perry Quoted on JD Supra

11.09.2013 Chambliss Attorneys Honored by Mid-South Super Lawyers

08.15.2013 Chambliss Attorneys Honored by Best Lawyers

06.11.2013 Dana Perry Elected fellow of the Chattanooga Bar Foundation

11.21.2012 Three Chambliss Attorneys Further Distinguished Among Peers

11.09.2012 Thirteen Chambliss Attorneys Ranked In Mid-South Super Lawyers and Mid-South Rising Stars

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
•Lillian Colby Foundation, 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.

Bar Fellowship: Tennessee Bar Foundation. Chattanooga Bar Foundation.

 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

Subscribe to this feed

Robin Williams' Death Laid to Underdiagnosed Form of Dementia
Dana B. Perry, February 2, 2016
Although depression was initially given as the cause of actor Robin Williams’ suicide in 2014, his widow says autopsy results lay the blame on Lewy body dementia, a fairly common but hard-to-diagnose form of dementia.

The Hardship Exception to the Medicaid Penalty Period: Rare But Possible
Dana B. Perry, February 2, 2016
If you transfer assets within five years of applying for Medicaid, you will likely be subject to a period of ineligibility. There is an exception, however, if enforcing the penalty period would cause the applicant an "undue hardship." This exception is difficult to prove and rarely...

How Your IRA Can Benefit Both Your Heirs and Charity
Dana B. Perry, February 1, 2016
Do you want to use your IRA to help a charity, but also benefit your heirs? Instead of leaving your IRA directly to your children, you can leave it to a charitable remainder unitrust (CRUT) while still benefiting your children. With rules about inherited IRAs potentially in flux, this may be an...



View Ratings & Reviews
Profile Visibility
#106 in weekly profile views out of 1,401 lawyers in Chattanooga, Tennessee
#110,987 in weekly profile views out of 1,739,582 total lawyers Overall

Office Information

Dana B. Perry

605 Chestnut Street
ChattanoogaTN 37450




Loading...
 

Professional Networking for Legal Professionals Only

Quickly and easily expand your professional
network - join the premier global network for legal professionals only. It's powered by the
Martindale-Hubbell database - over 1,000,000 lawyers strong.
Join Now