October is National Special Needs Law Month!

 

One of the ways we would like to celebrate is by providing as many resources and sources of education as possible for families in special needs planning and disability planning, legally and financially.  Our owner, Jake Mason, the only dual-certified Estate Planning & Elder Law attorney in Tennessee and Kentucky, has extensive experience in the areas of Special Needs Law, Special Needs Trusts, and Disability Trusts.  He is equipped to provide guidance to clients with disabilities and families without negatively impacting any public benefits that a loved one may receive.  

 

Let Jake Mason & Heritage Law Group be your trusted Special Needs Planning resource.  Please contact our office at (615) 989-7054 to learn more about Special Needs Planning and all of the ways we can help you and your loved ones or schedule a consultation today.

 

Your Legacy Is Our Priority™

 

WHO WE ARE

Heritage Law Group, PLLC is a boutique Estate Planning & Elder Law firm assisting residents in Tennessee and Kentucky. We are dedicated to providing client-centered, professional legal services that are individualized through one-on-one consultations. We delight in empowering our clients and community through education and providing specialized resources. Our integrity-driven team will help you protect your legacy while delivering outstanding quality at a reasonable cost.

WHY WE CARE

 

MEET THE OWNER

Attorney Jake Mason, Owner of Heritage Law Group PLLC
Jake Mason, J.D., LL.M.(Elder Law & Estate Planning), CELA, EPLS
Board-Certified Estate Planning & Probate Attorney
Certified Elder Law Attorney
Licensed in Tennessee & Kentucky
Owner of Heritage Law Group, PLLC

Jacob "Jake" Mason was born in Lubbock, Texas and raised in Philpot, Kentucky, a community of Daviess County. He is the Owner of Heritage Law Group, PLLC in Gallatin, Tennessee. Jake was a National Merit Finalist in high school and also earned a full tuition football scholarship to Vanderbilt University in 1999. Mason graduated cum laude from the University of Kentucky with a Bachelor of Science in Business and Economics (Economics Major) with Departmental Honors in 2003, and a Bachelor of Science in Biology with Departmental Honors in 2010. He received a full-tuition scholarship from Washington & Lee University School of Law, where he earned his Juris Doctorate (J.D.) in 2007. He became a licensed attorney in Kentucky in 2007, and in Tennessee in 2012, practicing in both states. He became an Accredited Attorney with the United States Department of Veterans Affairs in 2016. Mason earned a Master of Laws (LL.M.) in Elder Law and Estate Planning from Western New England University School of Law in 2018. He received board-certification as an Estate Planning Law Specialist (EPLS) in 2019 by the Estate Law Specialist Board, Inc., an American Bar Association accredited organization, subsidiary of the National Association of Estate Planners & Councils. He received his Certified Elder Law Attorney (CELA) certification in 2020 by the National Elder Law Foundation (NELF), certified by the American Bar Association. Jake is a graduate of Leadership Gallatin, Class of 2020, hosted by Gallatin Area Chamber of Commerce.

 

Jake Mason resides in Gallatin, Tennessee, with his wife, local Neurologist Megan E Mason MD, and their two daughters. He enjoys spending time with his family, competing in RAGNAR races, watching movies, and coaching his daughter’s soccer team.

WHAT CLIENTS SAY

"Jake and team were so helpful and giving of their time to help our family with all trust work and family planning. The care in which they made sure that we understood every aspect of our planning made all of the tougher decisions so much easier."

—  Trey, 2020

 

Estate Planning

Elder Law

Probate

 

CONTACT US

1526 Hunt Club Blvd, Suite 550 

Gallatin, Tennessee 37066
(615) 989-7054

Monday-Friday, 8:00 AM-4:30 PM

info@PlanYourLegacy.com

ATTORNEY REFERRALS

Attorney Jake Mason and his team are experienced in working with other law firms on Probate and Estate Planning services.  We are efficient in response time and put your clients first.  We offer you a customized, secure, private link for completing forms and uploading documents.  Partnering with Heritage Law Group, PLLC is the best choice for your firm.

 

Call our office to learn more at (615) 989-7054.

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Heritage Law Group, PLLC

1526 Hunt Club Boulevard, Suite 550

Gallatin, Tennessee 37066

Phone: (615) 989-7054

Fax: (615) 751-5208

info@planyourlegacy.com

Monday-Friday, 8:00AM-4:30PM

Visiting this site does not create an attorney-client relationship with Heritage Law Group, PLLC. Tennessee law requires notification that this is an advertisement and this website is not intended to provide legal advice. If you are seeking legal advice, you must seek it by speaking directly to a licensed attorney. While our firm welcomes feedback, we cannot accept a new legal matter without making sure there is no conflict of interest with other client matters in which we are already involved and there is no other conflict of interest that might prevent us from representing you. Unless otherwise noted, all Heritage Law Group, PLLC attorneys are generally licensed to practice law in the State of Tennessee. Attorney Jacob Mason is also licensed to practice law in the State of Kentucky. Every situation is unique and you should not act on information contained in this website without seeking advice from a legal professional specific to your particular situation. 

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