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NATALIE M. PERRY

PARTNER

Speeches & Publications
  • DePaul University College of Law, Law Student Seminar: Preparing to Practice Law & Technology in the Practice, February 2022
  • Missouri Society of Certified Public Accountants, Elder Law Conference: Modifying Irrevocable Trusts to Maximize Flexibility September 2021
  • American Institute of Certified Public Accountants Engage Seminar: Modifying Irrevocable Trusts July 2021
  • IICLE Estate Planning Short Course, Estate Planning and Trust Administration Under the Illinois Trust Code: Top 10 Changes to How We Administer Trusts and Practice Law, May 2021
  • 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
  • Chicago Estate Planning Council, Estate Planning Fundamentals Training Program – Drafting Tips for Revocable Trusts, January 2019
  • 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

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