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Dana Perry is President and Managing Partner of Chambliss, Bahner & Stophel. She concentrates her practice on estate planning, elder law, and special needs trust planning. She works with families to plan for optimal transfer of family businesses, investments, and other assets to succeeding generations. She helps clients prevent excessive and unnecessary estate, gift, and income taxation on their assets through creative planning, including charitable split-interest gifts and family entities. Ms. Perry also maintains an active elder law practice, including long-term care planning, planning for Medicaid rules, and drafting and administration of supplemental needs trusts.
Ms. Perry is certified as an Elder Law Specialist by the Tennessee Commission on Continuing Legal Education and Specialization and is licensed to practice in Tennessee and Georgia. Ms. Perry is listed in "The Best Lawyers in America" for elder law and trusts and estates and in "Mid-South Super Lawyers" for Estate Planning and Probate. She is also listed as one of the Top 50 Women Mid-South Super Lawyers in "Mid-South Super Lawyers." Ms. Perry has also been named a fellow in the Tennessee Bar Foundation.
She is a frequent speaker on estate planning and elder law topics.