Upcoming events

    • 09 Feb 2021
    • 4:30 PM - 6:30 PM (EST)
    • The Cherokee Town Club
    Registration is closed
    February Membership Meeting


    Tuesday, February 9, 2021

    4:30 pm


    Due to ongoing COVID-19 protocols, the February meeting will be held via ZOOM. 

    Meeting links will be e-mailed to registrants the week prior to the meeting.


    Annual Federal Tax Update
    Professor Sam Donaldson
    Georgia State University College of Law

    Samuel Donaldson came to Georgia State University after 13 years as a Professor and Associate Dean at the University of Washington School of Law in Seattle, where he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the law school’s Student Bar Association. 

    A member of the Bar in Washington, Oregon, and Arizona, he has authored and co-authored many books, including the Price on Contemporary Estate Planning treatise published by CCH and the forthcoming West casebook, Federal Income Tax: A Contemporary Approach

    He is also an amateur crossword constructor, and his puzzles have been published in The New York Times, The Los Angeles Times, The Chronicle of Higher Education, and other outlets.



    • 11 May 2021
    • 4:30 PM (EDT)
    • Cherokee Town Club
    Registration is closed

     

    May Membership Meeting

    Tuesday, May 11, 2021
    4:30 pm


    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.


Designed By: Élan Design Firm Elan Design
Powered by Wild Apricot Membership Software