Menu
Search

Natalie M. Perry

HomeNatalie M. Perry
carroll
Partner; Certified Public Accountant

Natalie M. Perry

As both an attorney and Certified Public Accountant, Natalie has advised clients on strategies for achieving tax-efficient estate planning as well as income tax planning for more than two decades. She focuses her practice on advising high-net-worth individuals and their families on structuring their estate plans in a creative manner to accomplish their goals for the transfer of their wealth. As part of the process, Natalie helps educate clients on the importance of planning and the nuances of the technique being implemented. As a CPA, Natalie brings a deep understanding of the complex and ever-changing tax laws her clients face.

As an extension of her deep concentration in estate planning, Natalie also has experience in crafting settlements to resolve trust disputes and in representing trustees and beneficiaries in contested proceedings, including through the process of mediation.  She also advises trustees, executors and beneficiaries in trust and probate administration, including handling IRS audits.

Natalie started her career as a CPA prior to attending law school. For several years, she advised closely held businesses in her role as tax consultant for a large public accounting firm.

Natalie is a frequent speaker at professional education events for attorneys and accountants. Natalie was elected as a Fellow of the American College of Trust and Estate Counsel (“ACTEC”) in 2016. Her election to ACTEC was based on her outstanding reputation, exceptional skill, and substantial contributions to the estate planning community through lecturing, writing, teaching and participating in bar activities. She is currently an active member of the Tax Policy Committee and the Business Planning Committee for ACTEC.

Natalie is a member of the Chicago Estate Planning Council and serves as Chair of the Council’s Technology Committee. From 2018 through 2019, Natalie was Chairperson for the Hinsdale Hospital Foundation.

Logo that can be used for a valued trust and estate lawyer Chicago.

Education

  • DePaul University College of Law (J.D.)
  • Indiana University (B.S, Accounting)

Organizations

  • Tax Policy Committee, Grantor Trust Rules study, American College of Trusts and Estate Counsel, 2019 to present
  • Business Planning Committee, American College of Trusts and Estate Counsel, 2019 to present
  • Hinsdale Hospital Foundation Board Chair, 2018 to 2019
  • Hinsdale Hospital Foundation Board member, 2016 to 2017
  • Illinois CPA Society, Estate and Gift Tax Committee, 2016 to present
  • Chicago Estate Planning Council, 2007 to 2011; 2017 to present
  • Chicago Bar Foundation Volunteer - Adoption Assistance Program, 1997 to 1999

Admissions

  • State of Illinois

Awards & Honors

  • Fellow, American College of Trusts and Estate Counsel, March 2016 to present

Speeches & Publications

  • IICLE Estate Planning Short Course, How Irrevocable is an Irrevocable Trust, May 2020
  • American College of Trust and Estate Counsel Webinar; A Practical Guide to Working from Home for Solo and Small Firms During COVID-19, April 2020
  • Estate Planning Fundamentals Training Program
  • IICLE Estate Planning Short Course, “What You Need to Know about the Changes to the Illinois LLC Act" IICLE Estate Planning Short Course, May 2018
  • “Probate Judges Panel” Moderator, IICLE Estate Planning Short Course, May 2017
  • “Managing Ethics in Your Practice” IICLE Estate Planning Short Course, May 2017
  • “Understanding Trusts for Accountants” Illinois CPA Society Tax Committee, January 2018
  • “Preserving & Growing What Is Most Important to You" The Morton Arboretum Panel Discussion, September 2016
  • “Managing a Family Business" Daily Herald Business Journal Forum, June 2016
  • "2015 Recent Developments" Sikich LLP's 2015 Annual Tax Conference, November 12, 2015
  • “Planning with Residential Real Estate" IICLE's 58th Estate Planning Short Course, May 2015
  • "Understanding Life Insurance" IICLE Seminar Starting Points:  Basic Estate Planning, August 2014
  • "Client Intake and Counseling Procedures" IICLE Seminar Basic Estate Planning, August 2014
  • “Anatomy of a Will” IICLE Seminar, October 2011
  • CEPC Public Outreach at North Side Parent’s Network, September 2011 “Estate Planning for Parents”
  • IICLE Estate Planning Short Course, May 2011, “Creative Ways to Limit the Value of a Gift"
  • Client event for JPMorgan’s Private Wealth Management, May 2010, “Using Buy-Sell Agreements”
  • IICLE Advanced Asset Protection Seminar, October 2010 “Asset Protection Planning with Domestic and Offshore Trusts”
  • Co-Author, “Post Mortem Planning with Life Insurance,” IICLE Guide to Postmortem Estate Planning, 2010, and supplement in February 2012
  • “Drafting Trusts for Asset Protection” IICLE Advanced Asset Protection Seminar in 2006 and 2007

OTHER ATTORNEYS

Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
ACCEPT the terms or Cancel the email.

Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
ACCEPT the terms or Cancel the email.

Call Now Button