Our People
Dana B. Perry
Shareholder
Dana Perry is the firm's managing partner and concentrates her practice on estate planning, elder law, and special needs trust planning. She works with families to plan for optimal transfer of family businesses, investments, and other assets to succeeding generations. She helps clients prevent excessive and unnecessary estate, gift, and income taxation on their assets through creative planning, including charitable split-interest gifts and family entities. Ms. Perry also maintains an active elder law practice, including long-term care planning, planning for Medicaid rules, and drafting and administration of supplemental needs trusts.
Ms. Perry is certified as an Elder Law Specialist by the Tennessee Commission on Continuing Legal Education and Specialization and is licensed to practice in Tennessee and Georgia. She is a frequent speaker on estate planning and elder law topics. Some of her recent presentations include:
- Conservatorships & Guardianships in Tennessee
- Planning for Life: 10 Essential Questions
- Planning for a Loved One with Special Needs
- End of Life Planning – Major Considerations
- Elder Law 101: Navigating the Long-Term Care Maze
Certified as an Elder Law Specialist by the Tennessee Commission on Continuing Legal Education and Specialization
Memberships
- Academy of Special Needs Planners
- Alzheimer's Association – SE TN Chapter, former Treasurer and board member
- American Bar Association
- Chattanooga Bar Association
- Chattanooga Estate Planning Council
- Chattanooga Planned Giving Council
- Chattanooga Tax Practitioners
- College Visiting Committee, University of the South (Sewanee), 2006-Present
- Junior League of Chattanooga, sustaining member, former Finance VP
- Lookout Mountain Bar Association
- National Academy of Elder Law Attorneys
- National Association of Women Business Owners, former President
- Rotary Club of Chattanooga
- Southeast Tennessee Lawyers Association for Women (SETLAW), former President
- State Bar of Georgia
- Tennessee Bar Association, Elder Law Section, Chair
Honors
- Phi Beta Kappa
- Leadership Chattanooga, 1997 Class
- Listed in The Best Lawyers in America (Elder Law and Trusts and Estates)
- Listed in Mid-South Super Lawyers (Estate Planning & Probate)
- Fellow, Tennessee Bar Foundation
