Resources
Chambliss Estate Planning and Tax Team to Present at Gonser Gerber Institute Webinar
Shelton Swafford Chambers, Nick Nester, and Dana Perry will join Gonser Gerber for their on-demand webinar series. In their presentation “2021 Tax Laws and Philanthropy: What Your Development Office Needs to Know,” the three attorneys will cover estate tax changes that are currently scheduled, how giving may affect your estate plan and taxes, and the extension of CARES and what that means for charities.
To learn more, watch the on-demand webinar.
Gonser Gerber LLP is a comprehensive advancement consulting firm that has built individually-crafted, innovative relationships with clients that have resulted in new thinking, improved performance, and stronger institutions.
Shelton is a member of our Estate Planning and Tax team and has dual law and accounting degrees. She often advises high net worth individuals and families on their estate planning and tax needs, including asset protection planning, charitable and foundation planning, conservatorships, elder law, estate and trust matters, and special needs planning. For more information on her extensive experience and background, please visit Shelton’s bio.
Nick is a member of our Estate Planning and Tax team. He works on a variety of matters ranging from estate planning and tax issues to estate and trust administration. Knowing how much clients rely on him for drafting wills, trusts, and powers of attorney, he strives to provide creative and practical solutions that align with their unique circumstances. For more information about his experience and personable approach, please visit Nick’s bio.
Dana is the chair for our Elder Law and Special Needs Planning groups. A Certified Elder Law Attorney with more than 30 years’ experience, she advises high net worth individuals and families on all of their options for multi-generational estate and tax planning, long-term care and end of life planning, benefits including Medicaid and Medicare, various trusts, and beyond. For a detailed look at Dana’s experience and compassionate, holistic approach, please visit her website bio.
