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 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 - 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

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

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)

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)

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

05.16.2012
Chambliss Attorneys Article Published at seniorsforliving.com

Firm News

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

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. 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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