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

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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 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.

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

Media

Legal Updates

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)

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

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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How Do an Estate's Debts Get Paid?
Dana B. Perry, July 13, 2015
An executor is the person responsible for managing the administration of a deceased person's estate. One of the executor's main jobs is to pay people or institutions to whom the estate owes money -- the estate's creditors. This can be an overwhelming task, especially when dealing with the death of...

Understanding Tenancy: The Different Ways to Co-Own Property
Dana B. Perry, July 13, 2015
When two or more individuals own property -- whether it's a condominium, a home, or a piece of land -- the relationship between the owners is very important. The form of ownership of the property affects how property is transfered to someone else. It is important to make sure you have the right...

Use This Form to Avoid Loved Ones Being Denied Medical Information About You
Dana B. Perry, July 13, 2015
If you are in the hospital, the last thing you want is for a family member or a trusted friend to be denied information about your condition or prognosis. But this could happen if you haven’t already given authorization about who can receive details of your medical condition.



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Office Information

Dana B. Perry

605 Chestnut Street
ChattanoogaTN 37450




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