What Is Estate Planning?

At Mason & Associates Law Firm, we help you:

  • Protect your most valued assets while you are alive and well.

  • Provide for yourself and loved ones if you were to become disabled.

  • Give What You Have, To Whom You Want, The Way You Want, When You Want.

  • Minimize the impact of professional fees, court costs, and taxes.

Happy Family at the Beach because they did their Estate Planning at Heritage Law Group PLLC

Why Work With An Estate Planning Law Specialist?

The Estate Law Specialist Board, Inc., an ABA-accredited, attorney-run subsidiary of the National Association of Estate Planners & Councils in Cleveland, Ohio, administers the only national, board certification of an attorney as an Estate Planning Law Specialist (EPLS). We believe that specialization is the future of practicing law and, as specialization increases, it will benefit lawyers and the public.

Attorneys who become Board-certified under this program demonstrate a high level of professionalism and commitment to the concept of specialization. We believe that as attorney specialization increases, it will benefit not only lawyers but the clients they serve. This program is currently the only program, other than certain state bar association programs which are only for residents of their particular states, to Board-certify attorneys as Estate Planning Law Specialists. The Estate Law Specialst Board, Inc., was initially accredited by the ABA in 1996 and has successfully attained reaccrediation every five years since that time. The most recent reaccreditation was awarded to the ELSB, Inc., on August 11, 2014.(Resource National Association of Estate Planners & Councils)

To obtain Board-certified status, an attorney must meet the following requirements:

  • Five or more years as an estate planning attorney during which at least 40% of the attorney’s practice is devoted to estate planning at an enhanced level of skill and expertise

  • 36 or more hours of continuing legal education in estate planning topics earned during the three years preceding filing of the application

  • Verification of professional liability insurance coverage at a minimum of $1,000,000 per claim

  • Recommendations from at least five colleagues, a majority of whom must have known the applicant for a minimum of 3 years, who are not related to or within the same firm as the applicant who can attest to the applicant's reputation for involvement in estate planning in a professional manner and who can provide specific information about the applicant's competence and qualifications to practice in the field at the enhanced level of skill and expertise required for this designation

  • Passing a comprehensive, national examination designed for actively practicing estate planning attorneys

Jake Mason, Owner of Mason & Associates Law Firm, is an Estate Planning Law Specialist who is dedicated to professionalism and providing the best services for his clients while minimizing the impact of high legal fees.

Personal Estate Planning Services:​

  • Wills

  • Powers of Attorney

  • Trusts

  • Asset Protection

  • Updating/Amending Documents

  • Document Reviews

  • Farm Planning

  • Gifting

  • Special Needs Planning

  • Tax Planning

About the Company:

Mason & Associates Law Firm, formerly known as Heritage Law Group, PLLC, is a boutique Estate Planning and Elder Law firm assisting residents in Tennessee and Kentucky, with offices in Gallatin and Nashville, Tennessee. 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. Your Legacy Is Our Priority™

 

Jake Mason, J.D., LL.M. (Elder Law & Estate Planning), CELA, EPLS, is the Owner of Mason & Associates Law Firm in Gallatin, Tennessee. He is Certified as an Elder Law Attorney with the National Elder Law Foundation, is board-certified in Estate Planning and Probate by The Estate Law Specialist Board, Inc., of the National Association of Estate Planners & Councils, is accredited by the United States Department of Veterans Affairs, and is licensed in Kentucky and Tennessee. Mason is the only attorney in Tennessee or Kentucky with Board-Certifications in both Elder Law & Estate Planning. Contact us to schedule a consultation via phone, in-office, or video conference at info@planyourlegacy.com or Gallatin (615) 989-7054 | Nashville (615) 619-2791.