NATALIE M. PERRY

PARTNER

Speeches & Publications
  • Co-Presenter, “Business as Usual? Buy-Sell Agreements, Life Insurance and Business Valuation After Connelly,” Heckerling Institute on Estate Planning Conference (January 2025)
  • Co-presenter, “Representing Estate and Trust Beneficiaries and Fiduciaries,” ALI-CLE webinar (April 2024)
  • “Pay Me Now or Pay Me Later,” Northwest Suburban Estate Planning Council (September 2023)
  • “Valuation Issues in Estate Planning;” “Speed Round-SECURE in Small Bites;”
  • “What to do when a client dies? A consolidated case study,” AICPA Engage Conference (June 2023)
  • “Preparing to Practice Law & Technology in the Practice,” DePaul University College of Law, Law Student Seminar (February 2022)
  • “Modifying Irrevocable Trusts to Maximize Flexibility,” Missouri Society of Certified Public Accountants, Elder Law Conference (September 2021)
  • “Modifying Irrevocable Trusts,” American Institute of Certified Public Accountants Engage Seminar (July 2021)
  • “Estate Planning and Trust Administration Under the Illinois Trust Code: Top 10 Changes to How We Administer Trusts and Practice Law,” IICLE Estate Planning Short Course (May 2021)
  • “How Irrevocable is an Irrevocable Trust,” IICLE Estate Planning Short Course (May 2020)
  • “A Practical Guide to Working from Home for Solo and Small Firms During COVID-19,” American College of Trust and Estate Counsel Webinar (April 2020)
  • “Estate Planning Fundamentals Training Program – Drafting Tips for Revocable Trusts,” Chicago Estate Planning Council (January 2019)
  • “What You Need to Know about the Changes to the Illinois LLC Act” IICLE Estate Planning Short Course (May 2018)
  • Moderator, “Probate Judges Panel,” IICLE Estate Planning Short Course (May 2017)
  • “Managing Ethics in Your Practice,” IICLE Estate Planning Short Course (May 2017)
  • “Understanding Trusts for Accountants,” Illinois CPA Society Tax Committee (January 2018)
  • “Preserving & Growing What Is Most Important to You,” The Morton Arboretum Panel Discussion (September 2016)
  • “Managing a Family Business,” Daily Herald Business Journal Forum (June 2016)
  • “2015 Recent Developments,” Sikich LLP’s 2015 Annual Tax Conference (November 12, 2015)
  • “Planning with Residential Real Estate,” IICLE’s 58th Estate Planning Short Course (May 2015)
  • “Understanding Life Insurance,” IICLE Seminar Starting Points:  Basic Estate Planning (August 2014)
  • “Client Intake and Counseling Procedures,” IICLE Seminar Basic Estate Planning (August 2014)
  • “Anatomy of a Will,” IICLE Seminar (October 2011)
  • “Estate Planning for Parents,” CEPC Public Outreach at North Side Parent’s Network (September 2011)
  • “Creative Ways to Limit the Value of a Gift,” IICLE Estate Planning Short Course (May 2011)
  • “Using Buy-Sell Agreements,” Client event for JPMorgan’s Private Wealth Management (May 2010)
  • “Asset Protection Planning with Domestic and Offshore Trusts,” IICLE Advanced Asset Protection Seminar (October 2010)
  • Co-Author, “Post-Mortem Planning with Life Insurance,” IICLE Guide to Postmortem Estate Planning (2010, supplement in February 2012)
  • “Drafting Trusts for Asset Protection,” IICLE Advanced Asset Protection Seminar (2006 and 2007)

 

Related News

The CTA Saga Continues …

The US Supreme Court ruled on Thursday that FinCEN can implement and enforce the Corporate Transparency Act (“CTA”) while the case of Texas Top Cop Shop Inc. v. Garland waits to be heard before the US Court of Appeals for the Fifth Circuit. Oral arguments are currently scheduled for March 25.

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January 23, 2025
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