AEPC May Membership Meeting 2021

May Membership Meeting

Tuesday, May 11, 2021
4:30 pm

* via Zoom*

Elder Planning ABCs for Higher Net Worth Families
Dana B. Perry, CELA
Chambliss, Bahner & Stophel P.C.

Dana Perry handles estate planning, elder law, and special needs planning.  She has worked with many family business owners on protecting their interests, planning for potential incapacity, and transitioning matters to the next generation – or else preparing for sale. Inspired by childhood elder mentors and the journey of a close family member with mental illness, Dana has stood in the shoes of her elder law and special needs planning clients.   With more than 30 years' experience helping individuals and families secure their futures and protect their assets, she is highly regarded in the region for her experience in preparing and implementing complex estate plans and wealth transfer strategies for high net-worth clients.  She has been licensed as an Elder Law Specialist since 1997 and is one of only a handful of Certified Elder Law Attorneys in the region qualified by the National Elder Law Foundation to serve elders and their families. She is also accredited by the Department of Veterans Affairs and a member of both the Academy of Special Needs Planners and the National Academy of Elder Law Attorneys. Dana is well-versed in the issues and regulations that matter most to seniors and families of loved ones with special needs and has led her team in the planning and execution of the Embrace Aging Forum since its inception.