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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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
 
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

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

 
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 America2014 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

Media

Legal Updates

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

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

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)

08.14.2012 Chambliss to Present VA Benefits for Seniors(Firm Seminar)

06.18.2012 Chambliss Elder Law Attorney Dana Perry to Participate in Free Educational Event for the WAVES of Aging(Speaking Engagement)

12.07.2011 Chattanooga State Foundation Invites Dana Perry to Speak(Speaking Engagement)

12.02.2011 Chambliss Attorneys Speak to Tennessee Aquarium's Watershed Society (Speaking Engagement)

Articles / Publications

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

05.16.2012 Chambliss Attorneys' Article Published at seniorsforliving.com

Firm News

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

08.24.2012 Twenty-Two Chambliss Attorneys Selected Best Lawyers in America 2013

06.06.2012 Chambliss Managing Partner Talks About Firm's Stability and Future in Interview

01.19.2012 Dana Perry Interviewed by Chattanooga Magazine

11.07.2011 Chambliss Congratulates Attorneys Recognized in Mid-South Super Lawyers

09.01.2011 Best Lawyers in America 2012 Recognizes 21 Attorneys from Chambliss

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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