
Natalie Perry presented at a Northwest Suburban Estate Planning Council Meeting
Harrison LLP Partner Natalie Perry presented at at breakfast meeting for the Northwest Suburban Estate Planning Council on September 19, 2023. The session, “Pay Me
Beth L. Fox focuses her practice on helping individuals and families utilize their assets to achieve their goals in a tax-efficient manner. With sensitivity towards individual goals, Beth strives to help clients provide for their families, protect their loved ones and benefit valued charities through lifetime gifting and tailored revocable trusts, structured to balance creditor protection, tax minimization and beneficiary quality of life.
Her practice includes sophisticated planning to leverage clients’ available gift tax exemption, utilizing the alphabet soup of ILITs, GRATs, SLATs and CRUTs, as well as setting up intrafamily entities where appropriate.
Beth has developed significant experience addressing complex tax questions which arise during the estate planning process. Together with her colleagues, Beth has crafted Private Letter Ruling requests and obtained favorable rulings on behalf of individuals and fiduciaries.
In addition to Beth’s extensive experience on the planning side, she also advises fiduciaries who are administering trusts and estates through all stages of trust, estate and probate administration. She prepares complex federal and state estate tax returns and represents executors in probate court.
Beth joined Harrison LLP as a summer intern in 2015, and returned to the firm in 2016 after receiving her Juris Doctorate from Chicago-Kent College of Law. While in law school on a full academic scholarship, Beth served as a Notes and Comments Editor of the Chicago-Kent Law Review. As a student, Beth earned the CALI award for highest class mark in seven classes including Estate Planning, Trusts and Estates, and Income Tax, and graduated in the top 1.6% of her class.
IRS Bound by Inaccurate Terminology, WealthManagement.com, July 20, 2022, Demuth v. Commissioner was a literal case of checks and balances.
Tips From the Pros: Re-thinking Trusteeship and Flexibility for Spousal Trusts, WealthManagement.com, January 25, 2022, John M. Janiga, Louis S. Harrison and Beth L. Fox explain how 2022 is a pivot point to re-think how to add flexibility to a spousal trust.
Court Upholds Reverse QTIP Election Despite Drafting Error, WealthManagement.com, January 12, 2022, Spouse didn’t have general power of appointment over marital trusts due to restrictions on removing and replacing trustee.
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Illinois Supreme Court
IIT Chicago-Kent College of Law, Chicago, IL, J.D. Magna Cum Laude, 2016
Queens College, Queens, NY, B.A. Summa Cum Laude , 2013
American Bar Association
Chicago Bar Association
Order of the Coif
Phi Beta Kappa
Harrison LLP Partner Natalie Perry presented at at breakfast meeting for the Northwest Suburban Estate Planning Council on September 19, 2023. The session, “Pay Me
Harrison, LLP is proud to announce that it has again been ranked among the best law practices in the Chambers High Net Worth Guide for 2023. In
Harrison LLP Partner Natalie Perry presented at the AICPA Engage Conference on June 5, 7 and 8, 2023. 6/5/2023: Valuation issues in Estate Planning This