Dana Perry Presents to AEPC on Elder Planning for High Net Worth Families
Dana Perry will join the Atlanta Estate Planning Council (AEPC) for their May membership meeting. Dana will cover the importance of planning ahead, crisis situations seen over the years, and various care options for aging individuals in her virtual presentation, “Elder Planning ABCs for Higher Net Worth Families.”
The virtual meeting is scheduled for Tuesday, May 11 at 4:30 p.m.
The Atlanta Estate Planning Council provides education and fellowship for member professionals, including attorneys, CPAs, insurance and financial advisors and consultants, and trust officers. The AEPC encourages open communication between its members for a more team-oriented approach to the estate planning process.
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.