Harrison LLP

Estate Planning & Trust Administration

Partner

For more than two decades, Natalie Perry has advised clients on strategies for achieving tax-efficient estate planning and income tax planning. She focuses her practice on advising high-net-worth individuals and their families on how to structure their estate plans creatively 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 implementing the technique. As a registered certified public accountant (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 crafting settlements to resolve trust disputes and representing trustees and beneficiaries in contested proceedings, including through mediation. She also advises trustees, executors, and beneficiaries in trust and probate administration, including handling IRS audits.

Natalie started her career as a CPA before attending law school. For several years, she advised closely held businesses 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 chair of the Communications Committee and an active member of the Business Planning Committee for ACTEC.

American Institute of Certified Public Accountants, Member of Estate Planning Committee for Engage Conference (2020-present)

American College of Trusts and Estate Counsel, Chair of Communications Committee, 2023 to present; Tax Policy Committee, Grantor Trust Rules study and Business Planning Committee (2019 ­– 2020)

Hinsdale Hospital Foundation, Board Chair (2018 – 2019)

Hinsdale Hospital Foundation, Board Member (2016 – 2017)

Illinois CPA Society, Estate and Gift Tax Committee (2016 – 2019)

Chicago Estate Planning Council (2007 – 2011; 2017 – present)

Chicago Bar Foundation, Volunteer – Adoption Assistance Program (1997 – 1999)

DePaul University College of Law, J.D.

Indiana University, B.S.