Dana B. Perry

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Profile
Experience
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After carefully considering a client's wishes and family dynamics, we develop an individualized plan that covers all the bases – from leaving a legacy to wealth preservation to elder planning and care coordination. We reduce stress and provide solutions that work now and into the future.

Profile

With more than 35 years of experience, Dana Perry specializes in high-net-worth estate planning and special needs planning, developing sophisticated strategies with exceptional attention to detail. She helps affluent families and business owners preserve wealth across generations through complex trusts, tax planning, and succession strategies. As one of the region's few Certified Elder Law Attorneys (National Elder Law Foundation) since 1997, Dana combines technical expertise with deep compassion for families navigating special needs and elder care challenges.

Experience

Estate Planning

Designs and implements sophisticated estate plans and wealth transfer strategies for high-net-worth individuals and families.

Services Include:
- Complex trust planning: Spousal Lifetime Access Trusts, Tennessee Investment Services Trusts, Dynasty Trusts, and Charitable Split Interest Trusts
- Multi-generational tax planning and wealth preservation
- Family business succession planning
- Charitable entity planning
- Traditional planning: Wills, revocable trusts, powers of attorney, advance directives
- Coordination with tax and investment advisors
- Plan implementation and asset retitling
Elder Law

Provides comprehensive planning for seniors and their families, addressing financial, legal, and personal care needs.

Services Include:
- Trust planning: Supplemental Needs Trusts, and Medicaid Asset Protection Trusts
- Incapacity planning
- Benefits planning: Medicare, Medicaid, Social Security
- Crisis planning and home visits
Special Needs

Creates holistic plans for families who have loved ones with special needs, protecting government benefits while preserving family wealth.

Services Include:
- Trust planning: First-Party (d4a) and Third-Party Special Needs Trust
- Guardianships and conservatorships
- Benefits coordination: Medicaid, Medicare, SSI
- Comprehensive care planning: housing, transportation, employment opportunities
- Specialized estate planning and home visits