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Natalie M. Perry

Partner

T 312.753.6160
312.332.1150
nperry@harrisonheld.com
Chicago, IL

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.

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

Click here for full list.

State of Illinois

DePaul University College of Law (J.D.)

Indiana University (B.S, Accounting)

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

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

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