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Kerry O'Rourke Perri is a New York-based partner in the Private Clients Group. She is admitted to practice in New York and Florida.
Kerry counsels both domestic and international individuals and families on all aspects of estate planning and collaborates with her clients' other professional advisors to design and implement tailored strategies that accomplish traditional tax optimization, charitable giving and asset protection objectives, as well as other customized goals.
She has particular expertise in advising corporate and individual fiduciaries on all aspects of estate and trust administration, including complex probate, tax, investment, valuation, capacity, construction, fiduciary succession and liability issues. Clients benefit from Kerry's distinctive experience acquired while on secondment to the trust division of one of the world's largest financial institutions. She serves as a trusted advisor to clients, working to achieve practical resolutions, including through the modification and decanting of trusts.
In addition, Kerry represents corporate and individual fiduciaries and beneficiaries in will and trust contests and construction proceedings, disputes involving the administration of estates and trusts and capacity determinations, including multi-jurisdictional litigation. In appropriate circumstances, she also helps her clients make creative use of alternative dispute resolution procedures and judicial and non-judicial settlement agreements to avoid or mitigate court proceedings.
As part of her comprehensive practice, Kerry also counsels clients on tax matters including the procurement of private letter rulings, audits, appeals and US Tax Court proceedings, and provides advice on the formation and administration of private foundations and public charities.
Prior to joining White & Case, Kerry worked as an investment banker at Morgan Stanley, where she focused on the pharmaceutical, biotechnology and medical device industries, and at Accenture in the Office of the CFO, where she evaluated and executed strategic corporate projects.
Kerry is the current Secretary of the Trusts, Estates and Surrogate's Courts Committee of the New York City Bar Association.