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Moderator

Natalie Perry

CPA (registered)
Partner
Harrison LLP
Natalie Perry focuses her practice at Harrison LLP on estate, gift and income tax planning; trust and estate administration; and business succession planning matters. Ms. Perry is also a registered Certified Public Accountant in Illinois and worked as a tax consultant in public accounting prior to attending law school. Natalie works closely with high net worth individuals and their families to help them meet their goals for transferring their wealth. She advises business owners and individual clients regarding asset protection strategies. She also has experience in complex estate and trust administration matters. Natalie represents corporate and individual trustees in litigation and mediation in contested estate involving family-owned businesses. She advises trustees and beneficiaries in trust and probate administration. She is a Fellow in the American College of Trust and Estate Counsel (ACTEC). Her election to ACTEC resulted from and is in recognition of her professional reputation, extensive experience in the field of trusts and estates and continuing contributions to this field through speaking, writing and bar activities. She is a frequent speaker on estate and tax planning matters and is a member of the Engage planning committee. In the local community, Natalie serves on the board of the Chicago Estate Planning Council. Natalie earned her J.D. from DePaul University College of Law. She earned a B.S. in accounting from Indiana University.