Estate Planning

At Mason & Associates, 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.

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.

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, 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.

(Resource National Association of Estate Planners & Councils)

Personal Estate Planning Services:​

  • Asset Protection

  • Document Reviews

  • Farm Planning

  • Gifting

  • Healthcare Directives

  • Powers of Attorney

  • Special Needs Planning

  • Tax Planning

  • Trusts

  • Updating/Amending Documents

  • Wills

About the Company:

Mason & Associates, formerly known as Heritage Law Group, PLLC, is a boutique Estate Planning and 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. 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. Contact us to schedule a consultation via phone, in-office, or video conference at (615) 989-7054 or info@planyourlegacy.com.

Mason & Associates

(Formerly known as 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 Mason & Associates. 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 Mason & Associates 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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