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Ms. Dana Brumfield Perry

Ms. Dana Brumfield Perry

Not yet reviewed

605 Chestnut Street, Chattanooga, TN 37450

Estate Planning, Elder Law, Probate, and Estate and Trust Administration and 6 more

About Ms. Dana Brumfield Perry

Ms. Dana Brumfield Perry is a lawyer practicing estate planning, elder law, probate, and estate and trust administration and 6 other areas of law. Dana received a B.A. degree from University of the South in 1985, and has been licensed for 38 years. Dana practices at Chambliss, Bahner & Stophel, P.C. in Chattanooga, TN.

Ms. Dana Brumfield Perry (Chattanooga, Tennessee)

Awards

AV Preeminent Peer Rated
This elite award is granted to attorneys who have been recognized by their peers for their very high ethical standards, with an average peer review score of 4.5 or higher.
Martindale-Hubbell Peer AV

Client Champion Awards

Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to delivering excellent client service. Award recipients stand out from their peers with a platinum, gold or silver icon.

Champion Badge Silver

At least three reviews and a score of 4.0 or higher.

Champion Badge Gold

At least six reviews and a score of 4.2 or higher.

Champion Badge Platinum

At least ten reviews and a score of 4.5 or higher.

Martindale Peer Awards

A lawyer who receives a minimum threshold of qualifying responses from fellow attorneys can qualify for one of three prestigious Martindale-Hubbell Peer Review Ratings:

Martindale-Hubbell Peer AV Preeminent Rating

AV Preeminent®: The highest peer rating standard. This rating signifies a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

Ms. Dana Brumfield Perry got this award in 2021

Martindale-Hubbell Peer Distinguished Rating

Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

Martindale-Hubbell Peer Notable Rating

Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

Avvo Awards

Avvo Top Contributor

Avvo Top Contributor: The Avvo Top Contributor Award is granted to attorneys who have earned significant contribution points in a given year on our sister site, Avvo.com. Contribution points are earned by answering questions in Q&A, publishing Legal Guides, and other useful contributions to the Avvo community.

Avvo Client Choice

Avvo Client’s Choice: The Avvo Client's Choice Award Badge is granted to attorneys with a significant number of 4+ star reviews in a given year.

Reviews for Dana

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Services

Areas of Law

  • Trusts and Estates 1
    • Estate Planning
  • Elder Law
  • Other 7
    • Probate, and Estate and Trust Administration
    • Family Business Planning
    • Special Needs Planning
    • Tax Planning and Preparation: Individual, Corporate, and Foundation
    • Individuals, Families, Estates, and Trusts
    • Law Office Administration
    • Probate & Trust Law

Practice Details

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

Experience

  • Bar Admission & Memberships
    Admissions
    1988, Tennessee
    1993, Georgia
    Memberships

    Professional

    • Meritas, past Board of Directors
    U.S. Leadership Committee, Member (2017), Trust and Estate Section Steering Committee, Member (2017)
    • Chambliss, Bahner & Stophel, Managing Shareholder, 2009-2014
    • Academy of Special Needs Planners
    • National Academy of Elder Law Attorneys
    • Chattanooga Tax Practitioners
    • Certified Elder Law Attorney by the National Elder Law Foundation
    • Accredited Attorney, Department of Veterans Affairs

    Bar Associations

    • Tennessee Bar Association, Elder Law Section, Past Chair
    • Chattanooga Bar Association
    • Lookout Mountain Bar Association
    • State Bar of Georgia
    • American Bar Association

    Bar Fellowship
    Tennessee Bar Foundation. Chattanooga Bar Foundation.
  • Education & Certifications
    Law School
    Vanderbilt University Law School
    Class of 1988
    J.D.
    Other Education
    University of the South
    Class of 1985
    B.A.
    History, cum laude
    Legal Certifications
    Certified Elder Law Specialist, Tennessee Commission on Continuing Legal Education and Specialization. Accredited Attorney, Department of Veterans Affairs.
  • Personal Details & History
    Age
    Born in 1963
    Clarksdale, Mississippi, March 23, 1963

Ms. Dana Brumfield Perry

Share Holder at Chambliss, Bahner & Stophel, P.C.
Not yet reviewed

Liberty Tower Suite 1700605 Chestnut StreetChattanooga, TN 37450U.S.A.

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