Resources
Dana Perry to Present at the University of the South’s 2022 Homecoming and Reunion
Dana Perry will present at the University of the South’s (Sewanee) Donor Society Breakfast and Talk during the 2022 Homecoming and Reunion Weekend on November 5, 2022. Her presentation, “Elder and Estate Planning ABCs: A Primer for Retirement and Beyond,” will give insight on what steps should be taken when approaching estate, elder, and charitable planning.
This in-person presentation will take place at the Sewanee Inn and is open to all registered guests. Visit Sewanee’s homecoming page for more information.
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 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 bio.