
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
Lorna focuses her practice in estate planning, probate law, estate and gift taxation, individual retirement accounts, and family business planning. She advises clients on a wide range of tax, asset protection, and estate planning matters, as well as estate and trust administration issues. She assists high net worth individuals and families to develop appropriate estate plans to maximize and protect the transfer of wealth to future generations.
Lorna is experienced in implementing advanced estate planning techniques, including grantor trusts, charitable remainder trusts, insurance trusts, grantor retained annuity trusts, and inter vivos qualified terminable interest property trusts. Additionally, she has a great deal of experience with all aspects of estate and trust administration and preparing federal estate tax returns.
Co-Author, New Florida Law Could Help Married Couples Realize Major Tax Savings, WealthManagement.com, October 6, 2022
Author, IRA Accounts and Possible Stretch Reduction, Florida Bar Journal, November/December 2019 at 36.
Author, Florida’s Homestead Laws in a Nutshell, PA Bar Association Real Property, Probate & Trust Law Section Newsletter, Winter/Spring 2019 at 10.
Co-Author, Tax Aspects of Mutual Investments, Florida Bar Journal, October 1996 at 66.
Connecticut
Florida
Pennsylvania
US Tax Court
New York University, LL.M. (Taxation)
Quinnipiac University School of Law, JD, Editor-in-Chief, Quinnipiac Law Review
University of North Carolina at Chapel Hill, BA
The Best Lawyers in America® 2024
South Florida’s Best Lawyers 2024
Top Lawyers 2023, Trusts and Estates, by Naples Illustrated Magazine
Florida Bar Journal and News, Editorial Board
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
Chicago, August 21, 2023 — Harrison, LLP is thrilled to announce that the firm and 17 of its lawyers have been recognized by Best Lawyers in America.
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