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MEET THE OWNER

Attorney Jacob Mason, J.D., LL.M., EPLS is board-certified in Estate Planning & Probate, Owner of Heritage Law Group PLLC

Attorney Jake Mason, LL.M., CELA, EPLS

Master of Laws in Elder Law and Estate Planning

Board-Certified Elder Law; Board-Certified Estate Planning

Licensed in Tennessee & Kentucky

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Jake@PlanYourLegacy.com

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Jacob "Jake" Mason was born in Lubbock, Texas and raised in Philpot, Kentucky, a community of Daviess County. He is the Owner of Mason & Associates Law Firm in Gallatin and Brentwood, 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. He also received his Board-Certified Elder Law Specialist certification in 2020 by the Tennessee Commission on Continued Education, an Agency of the Tennessee Supreme Court. Mason is the only attorney in Tennessee or Kentucky with Board-Certifications in both Elder Law & Estate Planning as of May 2020. He is also a graduate of Leadership Gallatin, Class of 2020, hosted by Gallatin Area Chamber of Commerce.

 

Jake Mason resides in Hendersonville, 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.

RECENT TESTIMONIALS

“Mr. Mason was extremely informative and knowledgeable about the topics we discussed. He took the time to completely and genuinely understand our situation and assist us. He did not rush us through a process. Thank you for easing our worries and giving us a plan."

Lisa, 2021 (Google)

“I enjoyed working with Jake. He is very responsive, patient and knowledgeable. Highly recommended."

Chris, 2021 (Google)

“Jake's advice saved us a lot of time and money handling my parents estate. We will be going back to do our own estate planning soon. Highly recommended.Caring and positive!"

Dennis, 2020 (Google)

COMMUNITY ENGAGEMENT

2020 VIRTUAL PRESENTATIONS:​​

  • 5/21 "Retirement Planning & Preparedness", Gallatin Chamber of Commerce One Hour Wonder, Gallatin, TN 

  • 10/1 "Just Ask Jake: Elder Law & Estate Planning Q&A", Signature HealthCARE of Portland Rehab & Wellness

  • 10/15 "Just Ask Jake: Elder Law & Estate Planning Q&A for Healthcare Professionals" 

  • 11/19 "Just Ask Jake: Preparing For The Holidays for Healthcare Professionals" 

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2019 PRESENTATIONS:​​

  • 4/8 "Advance Care Planning", Senior Citizens of Hendersonville, Hendersonville, TN

  • 4/16 "Advance Care Planning", National Healthcare Decisions Day Event, NHC Place Sumner, Gallatin, TN 

  • 5/14 "Communication Techniques for Difficult Conversations" Let's Talk Luncheon, Clarendale at Indian Lake, Hendersonville, TN

  • 5/23 "Elder Care Explained" Presentation & Host, 3rd Annual Elder Care Expo, Gallatin First United Methodist Church, Gallatin, TN

  • 5/28 "Estate Planning & Probate Basics", Indian Lake Peninsula Church, Hendersonville, TN

  • 6/26 "Elder Care Explained: Navigating Through The Elder Care Maze", Gallatin First Presbyterian Church, Gallatin, TN

  • 8/13 "Planning For Your Loved Ones", Caring for Aging Parents Seminar, Sumner County YMCA, Hendersonville, TN

  • 8/26 "Advance Planning" Aging Mastery Program, FiftyForward Madison Station, Madison, TN

  • 9/5 "Estate Planning Basic" PEO Local Chapter Meeting, Hendersonville, TN

  • 9/10 Ask The Pros: Informed Aging Panelist, Clarendale at Indian Lake, Hendersonville, TN

  • 10/22 "Elder Care Explained" Presentation & Host, 2nd Annual Elder Care Expo of Robertson County, Springfield Baptist Church, Springfield, TN

 

2018 P​RESENTATIONS:​​

  • 2/26 "The Consequences of Poor Planning", Goodlettsville Senior Citizens Center, Goodlettsville, TN

  • 4/5  "The Legal Consequences of Dementia", Park Place Retirement Community Annual Health & Wellness Fair, Hendersonville, TN

  • 4/12 "What On Earth Is Elder Law?", The Hearth at Franklin, Franklin, TN

  • 4/13 " Elder Law & Confidentiality Training" Morningside of Gallatin, Gallatin, TN

  • 4/47 "Probate Litigation" CLE Seminar (Speaker/Author), Probate Boot Camp CLE Conference, Nashville, TN

  • 5/22 "What On Earth Is Elder Law?" Presentation & Host, 2nd Annual Elder Law Expo & Workshop, Volunteer State Community College, Gallatin, TN

  • 8/23 "What On Earth Is Elder Law?" Seminar, Brighton Gardens of Brentwood, Brentwood, TN

  • 8/25 "Veterans Benefits" Seminar, Preparing For The Journey Workshops, GoodShepherd United Methodist Church, Hendersonville, TN

  • 9/5 "What On Earth Is Elder Law?" Seminar, Gallatin Senior Citizens Center, Gallatin, TN

  • 10/3 "Veterans Benefits Update", Main Street Senior Living, Hendersonville, TN

  • 10/4 "What On Earth Is Elder Law?" Presentation & Co-Host, Inaugural Elder Law Expo & Workshops of Robertson County, Volunteer State Community College-Highland Campus, Springfield, TN 

  • 10/25 "Get Your Ducks In A Row: Estate Planning Basics", FiftyForward Madison Station, Madison, TN

  • 11/9 "Veterans Benefits" Seminar, Veterans Breakfast hosted by Jubilee Hills Senior Living at Delmas Long Community Center, Goodlettsville, TN

  • 11/16 "Marshalling Assets" & "Handling Creditor Claims & Debt" CLE Seminars (Speaker/Author), Estate Administration CLE Conference, Nashville, TN

 

2017 PRESENTATIONS: 

  • 1/17 "Veterans Benefits" Lunch & Learn at Springfield Geriatric Council at Northcrest Medical Center, Springfield, TN​

  • 1/25 Wills for Heroes Workshop at Hendersonville Police Department, Hendersonville, TN

  • 2/6 "Hygiene, Safety, & The Law" Lunch & Learn with Home Instead Senior Care at Hendersonville Senior Citizens Center, Hendersonville, TN

  • 2/21 Dementia/Alzheimer's Educational Workshop Part 1 - "A Positive Physical Approach" with SeniorHelpers at NHC Place Sumner, Gallatin, TN

  • 4/4 Dementia/Alzheimer's Educational Workshop Part 2 - "Disease Overview" with SeniorHelpers at NHC Place Sumner, Gallatin, TN

  • 4/25 "Elder Law & Estate Planning" at Indian Lake Peninsula Church, Hendersonville, TN

  • 5/11 "What On Earth Is Elder Law?" Elder Law Expo & Workshop at Volunteer State Community College, Gallatin, TN

  • 8/7 & 8/9 Life Planning Seminars, White House, TN

  • 9/13 "Legal Consequences of Dementia" at Geriatric Council of Sumner County, Gallatin, TN

  • 10/17 Life Planning Seminar, McKendree Lambuth of Gallatin, TN

  • 11/1 Life Planning Seminar, Windlands East, Madison, TN

  • 11/6 "Legal Consequences of Dementia", Hendersonville Senior Citizens Center, Hendersonville, TN

  • 12/5 "Legacy Planning" Seminar, Maristone at Providence, Mount Juliet, TN

  • 12/19 "Legal Consequences of Dementia & Alzheimer's" Presentation at Springfield Geriatric Council, Springfield, TN

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2016 PRESENTATIONS:

  • 4/14 "Estate Planning & Dementia: Answers to Your Questions" Co-Presenter with Megan E. Mason MD, Neurology, St Thomas Medical Partners, at The Hearth at Hendersonville, Hendersonville, TN

  • 8/22 "Veterans Benefits: Pension Planning" Lunch & Learn at Hendersonville Senior Citizens Center, Hendersonville, TN

  • 9/28 "What On Earth Is Elder Law?" Seminar at Clarksville Senior Living at Uffelman Estates, Clarksville, TN 

  • National Estate Planning Awareness Week:

    • 10/17 After Care Workshop at Springfield Memorial Gardens, Funeral Home & Cremation Center, Springfield​, TN

    • 10/18 "Life Care Planning" Seminar at The Hearth at Hendersonville, Hendersonville, TN

    • 10/19 Tennessee Advocates for Senior Care (TASC) Panel Discussion Forum at The Middle TN Chapter of CMSA at Tristar Centennial Medical Center

  • 10/27 "Veterans Benefits: Pension Planning" Seminar with High Point HomeCare & Hospice at Goodlettsville Senior Citizens Center, Goodlettsville, TN

  • 10/28 "What On Earth Is Elder Law?" Presentation at Principal Financial Group, Brentwood, TN

  • 11/03 "Veterans Benefits: Pension Planning" Seminar at Park Place Retirement Community, Hendersonville, TN

  • 11/16 "Veterans Benefits: Pension Planning" Seminar with High Point Home Care & Hospice at Sumner County YMCA, Hendersonville, TN

  • 11/29 "Senior Fraud Prevention" with Hendersonville Police Department and Home Instead Senior Care at Hendersonville Senior Citizens Center, Hendersonville, TN

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PUBLICATIONS:

  • 2008 - "Chapter 5: Refusals to Perform Work or Cooperate" Discipline and Discharge in Arbitration, Second Edition, BNA Books Authored by the American Bar Association Section of Labor and Employment Law

  • 2018 - "Probate Litigation" (pg 193-203) Probate Boot Camp (78776), National Business Institute (NBI)

  • 2018 - "Marshaling Assets" (pg 31-44) Estate Administration From Start To Finish (80620), National Business Institute 

  • 2018 - "Handling Creditor Claims And Debt" (pg 45-54) Estate Administration From Start To Finish (80620), National Business Institute

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MEMBERSHIPS/LICENSES/ACCREDITATIONS:

  • American Bar Association 2007

  • Kentucky Bar Association 2007

  • Tennessee Bar Association 2012

  • Gallatin Chamber of Commerce 2016

  • Hendersonville Chamber of Commerce 2016

  • Rotary Club of Hendersonville - District 6760, 2015-2017

  • Senior Services Network 2016-2019

  • WealthCounsel

  • ElderCounsel

  • Sumner Teen Center: Executive Committee Director & Vice Chairman, 2014-2017

  • Department of Veterans Affairs Accreditation 2016

  • Transitioning Patients Across the Care Continuum (TPACC) 2016

  • National Academy of Elder Law Attorneys (NAELA) 2016

  • Case Management Society of America - Middle Tennessee Chapter 2016

  • Mid-South Super Lawyers 2017

  • Just Great Lawyers Member 2017

  • Mensa Member 2017

  • National Association of Estate Planners & Councils, 2018

  • Sumner County Museum Association: Executive Board of Directors, 2019

  • Board-Certified Estate Planning Law Specialist (EPLS), 2019

  • Business Networking International (BNI) Member: Give. Gain. Grow! Chapter (Gallatin), 2019-2020

  • Lebanon Wilson County Chamber of Commerce 2019

  • Leadership Gallatin, Class of 2020

  • Certified Elder Law Attorney (CELA) by the National Elder Law Foundation (NELF), 2020

  • Board-Certified Elder Law Specialist by the Tennessee Commission on Education, an Agency of the Tennessee Supreme Court 2020

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AWARDS:​​

  • Mid-South Super Lawyers: 2017 Mid-South Rising Stars; Top Rated Elder Law Attorney in Gallatin, TN, 2017; 2018 Mid-South Rising Stars; 2019 Mid-South Rising Stars; 2020 Mid-South Rising Stars; 2021 Mid-South Rising Stars

  • AVVO: Top Attorney in Estate Planning, Elder Law, Probate 2016, 2017, 2018, 2019, 2020

  • Kentucky Bar Association: Continuing Legal Education Award 2016, 2017

  • Hendersonville Chamber of Commerce: 2016-2017 Small Business of the Year Nomination for Outstanding Service to the Hendersonville Area Community

  • Hendersonville Lifestyle Magazine: 2018 Readers' Choice Nomination for Best Attorney/Law Firm

  • Main Street Media: 2019 Main Street Awards FINALIST for Best Attorney/Law Firm

  • Hendersonville Chamber of Commerce: 2020-2021 Small Business of the Year Nomination for Outstanding Service to the Hendersonville Area Community

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NAELA Member
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US Dept of VA Accredited Attorney
WealthCounsel Member
ElderCounsel Member
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