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Dana B. Perry

Chambliss, Bahner & Stophel, P.C.

Dana B. Perry

Chambliss, Bahner & Stophel, P.C.

Dana B. Perry

Chambliss, Bahner & Stophel, P.C.

Dana Perry is a Shareholder at Chambliss, Bahner & Stophel. She 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 an Accredited Attorney, Department of Veterans Affairs.  She is licensed to practice in Tennessee and Georgia. Ms. Perry is listed in "The Best Lawyers in America" for elder law and trusts and estates and in "Mid-South Super Lawyers" for Estate Planning and Probate. She is also listed as one of the Top 50 Women Mid-South Super Lawyers in "Mid-South Super Lawyers." Ms. Perry has also been named a fellow in the Tennessee Bar and Chattanooga Bar Foundations.

She is a frequent speaker on estate planning and elder law topics.

Firm Description

Chambliss, Bahner & Stophel, P.C., is a Chattanooga-based firm and a member of Meritas, a worldwide alliance of over 175 prestigious, medium-sized business law firms. With over 50 attorneys, the firm serves as counsel for local, regional, and national businesses, financial institutions, local governments and nonprofit organizations. The firm practices in areas including business, construction, finance, real estate, health care, nonprofit, labor and employment, litigation, estate and tax, and intellectual property.

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What Is an Elder Law Attorney?

Main Office

Liberty Tower
605 Chestnut Street, Suite 1700
Chattanooga, TN 37450

On the web

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Medicaid 101
What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

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How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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What Medicaid Covers

In addition to nursing home care, Medicaid may cover home care and some care in an assisted living facility. Coverage in your state may depend on waivers of federal rules.

READ MORE
How to Qualify for Medicaid

To be eligible for Medicaid long-term care, recipients must have limited incomes and no more than $2,000 (in most states). Special rules apply for the home and other assets.

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Medicaid’s Protections for Spouses

Spouses of Medicaid nursing home residents have special protections to keep them from becoming impoverished.

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Medicaid Planning Strategies

Careful planning for potentially devastating long-term care costs can help protect your estate, whether for your spouse or for your children.

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Estate Recovery: Can Medicaid Take My House After I’m Gone?

If steps aren't taken to protect the Medicaid recipient's house from the state’s attempts to recover benefits paid, the house may need to be sold.

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Help Qualifying and Paying for Medicaid, Or Avoiding Nursing Home Care

There are ways to handle excess income or assets and still qualify for Medicaid long-term care, and programs that deliver care at home rather than in a nursing home.

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Are Adult Children Responsible for Their Parents’ Care?

Most states have laws on the books making adult children responsible if their parents can't afford to take care of themselves.

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Applying for Medicaid

Applying for Medicaid is a highly technical and complex process, and bad advice can actually make it more difficult to qualify for benefits.

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Alternatives to Medicaid

Medicare's coverage of nursing home care is quite limited. For those who can afford it and who can qualify for coverage, long-term care insurance is the best alternative to Medicaid.

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ElderLaw 101
Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

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Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

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Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Estate Planning

Distinguish the key concepts in estate planning, including the will, the trust, probate, the power of attorney, and how to avoid estate taxes.

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Grandchildren

Learn about grandparents’ visitation rights and how to avoid tax and public benefit issues when making gifts to grandchildren.

READ MORE
Guardianship/Conservatorship

Understand when and how a court appoints a guardian or conservator for an adult who becomes incapacitated, and how to avoid guardianship.

READ MORE
Health Care Decisions

We need to plan for the possibility that we will become unable to make our own medical decisions. This may take the form of a health care proxy, a medical directive, a living will, or a combination of these.

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Long-Term Care Insurance

Understand the ins and outs of insurance to cover the high cost of nursing home care, including when to buy it, how much to buy, and which spouse should get the coverage.

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Medicare

Learn who qualifies for Medicare, what the program covers, all about Medicare Advantage, and how to supplement Medicare’s coverage.

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Retirement Planning

We explain the five phases of retirement planning, the difference between a 401(k) and an IRA, types of investments, asset diversification, the required minimum distribution rules, and more.

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Senior Living

Find out how to choose a nursing home or assisted living facility, when to fight a discharge, the rights of nursing home residents, all about reverse mortgages, and more.

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Social Security

Get a solid grounding in Social Security, including who is eligible, how to apply, spousal benefits, the taxation of benefits, how work affects payments, and SSDI and SSI.

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Special Needs Planning

Learn how a special needs trust can preserve assets for a person with disabilities without jeopardizing Medicaid and SSI, and how to plan for when caregivers are gone.

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Veterans Benefits

Explore benefits for older veterans, including the VA’s disability pension benefit, aid and attendance, and long-term care coverage for veterans and surviving spouses.

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