Kerry O’Rourke Perri

Partner, New York

Biography

“She is extremely detail-oriented and organised....and provides excellent advice from a technical perspective,” reports one source. Another says: “Her ability to listen and her thoroughness make her a very, very good lawyer.”
Chambers High Net Worth 2019

Overview

Kerry O'Rourke Perri is a New York and Florida-qualified partner who concentrates in the area of wealth management. Her clients include family offices, individuals, trustees, financial institutions and tax-exempt organizations.

Kerry counsels domestic and international clients on the creation and administration of private trust companies, family offices and trusts, estate and succession planning, asset protection, charitable giving, issues involving special assets such as art and closely-held businesses, and related transactional matters.   

Corporate fiduciaries benefit from Kerry's distinctive experience acquired while on secondment to the wealth management division of one of the world's largest banks. She serves as a trusted advisor to several of the country’s leading financial institutions on wealth management issues, complex estate and trust administration matters, and fiduciary litigation.

As part of her comprehensive practice, Kerry also represents fiduciaries and beneficiaries in trust and estate-related litigation, handles transfer 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

Kerry is a frequent writer and speaker. She is recognized in Chambers and Partners’ High Net Worth guide as an Up and Coming lawyer for New York Private Wealth Law. In 2019, she was shortlisted for Euromoney Legal Media Group's 2019 Women in Business Law “Best in Wealth Management” Award and previously appeared on the shortlist for the organization's "Rising Star" in Tax award. Kerry has been quoted in The Wall Street Journal and the Financial Times on tax and wealth management issues.

Kerry is a member of the Practical Law Trusts & Estates Advisory Board; STEP, the global professional association for practitioners who specialize in family inheritance and succession planning; the Trusts, Estates and Surrogate's Courts Committee of the New York City Bar Association; and the Real Property, Trust and Estate Law Section of the American Bar Association.

Prior to attending law school, Kerry worked as an investment banker at Morgan Stanley, where she advised health care companies on M&A and financing transactions, and at Accenture in the Office of the CFO, where she evaluated and executed strategic corporate transactions and financial projects.

Bars and Courts
New York State Bar
Florida State Bar
US Tax Court
Education
JD
Columbia Law School
AB
Harvard University
Languages
English

Experience

Speaking Engagements

Panelist, "Pre-Liquidity Planning," September 10-11, 2019, Morgan Stanley Healthcare conference, New York, NY

Panelist, "Smart Women Plan Ahead," Multiple dates in 2018 and 2019, New York, NY

Panelist, "Estate Planning Update on US Tax Reform," February 7, 2018, New York, NY

"Private Trust Company Formation," October 27, 2017, NYU 76th Institute on Federal Taxation, San Francisco, CA

Panelist, "Planning for a Rising Interest Rate Environment," April 21, 2017, ABA Real Property, Trusts and Estates Committee Spring Symposia, Denver, CO

Publications

Estate Planning for Art Collectors and Artists, December 2018/January 2019, Practical Law The Journal

Estate Planning in a Rising Interest Rate Environment: Part II, Trusts & Estates, June 2018, Co-author

Estate Planning in a Rising Interest Rate Environment: Part I, Trusts & Estates, June 2018, Co-author

Expert Q&A: The Impact of Tax Reform on Estate Planning, Practical Law The Journal, April 2018

US Tax Reform—Changes Impacting High Net Worth Individuals, White & Case, 2018

Understanding Grantor Retained Annuity Trusts, Practice Note, Practical Law Trusts & Estates, first published 2017 (maintained source)

States Pass "Digital Assets" Legislation, White & Case, 2016

Proposed Treasury Regulations on Valuation Discounts for Family-Controlled Entities, White & Case, 2016

Awards and Recognition

Up & Coming, Private Wealth Law – New York, Chambers High Net Worth, 2019

Leading practitioner, Trusts and Estates, Euromoney's Women in Business Law Expert Guide, 2019

Shortlist nominee, Best in Wealth Management, Euromoney Legal Media Group, Americas Women in Business Law, 2019

Shortlist nominee, Rising Star: Tax, Euromoney Legal Media Group, Americas Women in Business Law, 2017-2018