Natalie M. Perry to Co-Present at Heckerling Institute in 2025
Natalie M. Perry, Chicago Partner and ACTEC Fellow, will co-present a session at the upcoming annual Heckerling Institute for Estate Planning in Orlando. The program will take a closer look at the Supreme Court’s Connelly decision and its impact on business succession planning. It will focus specifically on buy-sell agreements, life insurance, and how a […]
Natalie Perry Podcast Interview on Estate Planning Turned into Chapter in Wealth Advisor Book, Your Blueprint for Purpose
Natalie M. Perry, Chicago Partner and ACTEC Fellow, shared her insights on the intricacies of estate taxes, probate avoidance, and charitable giving within estate planning during an interview with John Creekmur of Creekmur Wealth Advisors for his podcast, Great Decisions, Incredible Lives. Their conversation around securing your legacy and how you can adapt it with […]
Natalie Perry Co-Presents Tax-Savvy Business Structure Strategies for Family Businesses
Natalie M. Perry, Chicago Partner and ACTEC Fellow, will co-facilitate a session at the upcoming ALI CLE and ACTEC co-sponsored program, Estate Planning for the Family Business Owner: Sustaining Generational Wealth with Tax, Business, and Employment Solutions, taking place October 24-25, 2024. The session, “Tax-Savvy Business Structure Strategies for Family Businesses from a Tax Perspective,” […]
Shawn McCullough and Natalie Perry Co-Present at Advanced Asset Protection Planning
Shawn M. McCullough and Natalie M. Perry will co-present at an upcoming Illinois Institute for Continuing Legal Education (IICLE) program, Advanced Asset Protection Planning, on October 1, 2024. Their session, “The Top Ten Drafting Considerations for Trusts,” will cover the dos and don’ts of trust drafting including uses of powers of appointment, spendthrift clauses, and jurisdictional provisions. […]
Pros and Cons of Pay-on-Death Accounts
The process of estate and trust administration after a CPA client’s death can vary in complexity, depending on each situation’s facts and circumstances.
What to Do When a Client Dies
The process of estate and trust administration after a CPA client’s death can vary in complexity, depending on each situation’s facts and circumstances.
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 Now or Pay Me Later” discussed the pros and cons of relying on pay-on-death beneficiary designations and the impact on creditors of asset dispositions using POD accounts as well as […]
Natalie Perry presented at the 2023 AICPA Engage Conference
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 session addressed various valuation issues practitioners should be aware of when advising clients on estate planning matters. The discussion included a review of basic valuation principles as well as recent […]
Harrison & Held Attorneys to Present at IICLE’s 66th Annual Estate Planning Short Course
We are thrilled to announce that six Harrison & Held Attorneys will be participating in the Illinois Institute for Continuing Legal Education (IICLE)’s 66th Annual Estate Planning Short Course. This highly anticipated event will take place on Monday, May 22, and Tuesday, May 23, 2023. Our attorneys have prepared an engaging lineup of presentations that […]
Philanthropy & The Great Wealth Transfer: Savvy Planning Strategies
Harrison & Held Partner Natalie Perry presents at the Estate Planning and Probate Law Section PRMCLE Program on August 25, 2022. Since the onset of the pandemic, philanthropy has taken on a significant role in helping our nation and communities address their most pressing challenges. With the aging of the baby-boomer generation, an unprecedented transfer […]
