Natalie M. Perry

As a registered certified public accountant, Natalie brings a deep understanding of the complex and ever-changing tax laws clients face.  She serves as a strategic advisor to businesses and high net worth individuals on wealth management and preservation, including succession planning and estate planning and administration. In addition, Natalie advises business owners and individuals regarding asset protection and techniques to minimize estate, gift tax and income tax.  Natalie works with clients on the development of charitable strategies, including the creation and administration of private foundations.  She has experience in crafting settlements to resolve trust disputes, and in representing trustees in contested proceedings.  She advises trustees and trust and estate beneficiaries in complex trust and probate administration as well as in IRS audits.