Estate Planning
Represents a diverse client base in the preparation and implementation of complex estate plans and wealth transfer strategies ranging from simple wills and incapacity documents to intricate trust planning and multi-generational tax planning.
Dana’s Services Include:
- Basic estate planning, including: Last wills, revocable trust agreements, powers of attorney, and advance directives
- Complex trust planning, including: Irrevocable Life Insurance Trusts, Spousal Lifetime Access Trusts, Qualified Personal Residence Trusts, and Tennessee Investment Services Trusts
- Family business succession planning
- Plan implementation through assistance with beneficiary changes and asset retitling
- Close coordination with clients’ existing tax and investment advisors to develop a coordinated approach
Elder Law
Serves elders and their families as a counselor and advocate, developing a comprehensive, customized plan to anticipate and meet the full spectrum of a client’s financial, legal, and personal care needs.
Dana’s Services Include:
- Trust planning, including: Supplemental Needs Trusts and Qualified Income or Miller Trusts
- Disability and incapacity planning, including: Advance directives, guardianships, conservatorships, health care proxies, and living wills and trusts
- Benefits planning, including: Medicare, Medicaid, Social Security, Social Security Disability, and veterans’ benefits
- Insurance
- Crisis planning
- Home visits
Special Needs
Assists families with loved ones with special needs in creating and implementing a holistic plan which addresses the whole of a dependent’s needs, including government benefits eligibility, wealth preservation, and guardianships and conservatorships.
Dana’s Services Include:
- Trust planning, including: First-Party Special Needs Trust or d4a trust, Third-Party Special Needs Trust, and Supplemental Needs Trust
- Disability and incapacity planning, including: Guardianships, conservatorships, powers of attorney, and living wills and trusts
- Benefits planning, including: Medicaid, Medicare, and Supplemental Security Income
- Comprehensive care planning that addresses care needs such as transportation, housing, home care, and employment and volunteer opportunities
- Insurance
- Specialized estate planning
- Home visits