With more than 25 years of experience helping individuals and families secure their futures and protect their assets, Dana Perry approaches estate planning, elder law, and special needs cases with the expertise and compassion clients deserve. Her hands-on approach ensures clients understand their options and know how to successfully navigate the complex landscape of multi-generational estate and tax planning, long-term care planning, Medicaid rules and regulations, supplemental needs trusts, and more. Through creative planning and full-scale needs analysis, Dana works with clients to craft a holistic plan that will best minimize future expenses and maximize their family’s protection.
Meeting with families to tailor counsel to clients’ individual needs, Dana is experienced in the preparation and implementation of complex estate plans and wealth transfer strategies for high net-worth clients— ranging from simple wills and incapacity documents to intricate trust planning and multi-generational tax planning. Understanding firsthand the benefits reaped from effective estate planning— and the crippling impact of a lack thereof— Dana approaches her clients’ legacy goals and concerns with a personal investment in their successes.
Inspired by childhood elder mentors and the personal care journey of a close family member with mental illness, Dana has often stood in the shoes of her elder law and special needs planning clients. Heading up an interdisciplinary team and licensed as an Elder Law Specialist by the National Elder Law Foundation since 1997, Dana is one of only a handful of Certified Elder Law Attorneys in the region qualified by the National Elder Law Foundation to serve elders and their families. Accredited by the Department of Veterans Affairs and a member of both the Academy of Special Needs Planners and the National Academy of Elder Law Attorneys, Dana is well-versed in the issues and regulations that matter most to seniors and families of loved ones with special needs. It’s this deep-reaching understanding of where clients are now and where they need to go from here that helps Dana map out a plan that speaks to the whole of a family’s needs.