Natalie M. Perry, Chicago Partner and ACTEC Fellow, recently presented at the American Law Institute Continuing Legal Education (ALI CLE)’s Non-Grantor Trust Program in a webcast titled “Navigating Non-Grantor Trusts: Strategies for Your Estate Plan.”
This in-depth session explored why grantor trusts aren’t always the best fit for every client, and how non-grantor trusts can offer strategic tax advantages when structured properly.
This program is designed for estate planning attorneys, trust administrators, and financial and tax professionals who provide guidance and strategies for transferring wealth and reducing estate taxes.
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.
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.
Find the webcast here.
About ALI CLE
American Law Institute Continuing Legal Education (ALI CLE) is a non-profit organization and premier national provider of CLE since 1947, headquartered in Philadelphia, Pennsylvania. ALI CLE offers an array of legal seminars featuring the country’s leading law practitioners, law professors, government regulators, and industry experts. These professionals provide insights, clarify relevant case law and legislation, and offer practical strategies to help lawyers serve their clients’ needs with superior counsel. ALI CLE programming is available in a variety of formats, including in-person conferences, live streaming webcasts, and on-demand programs. Additionally, ALI CLE offers lawyers access to its programming and materials in a cost-effective way via LawPass. LawPass is a subscription service that maximizes efficiency and minimizes the expense of obtaining CLE credits. ALI CLE maintains an unparalleled commitment to promoting excellence in continuing legal education.
