Perry is an associate at Orsbon and Fenninger. Prior to joining Orsbon and Fenninger he practiced in the areas of Estate Planning and Probate in Charlotte for three years. His practice was and continues to be a blend of estate planning, probate, and related proceedings necessary to accomplish his clients' goals. He has a broad range of experience and is comfortable aiding clients with unusually difficult situations.
Perry regularly advises and represents clients in the following matters:
Basic estate planning which includes preparing testamentary instruments, health care powers of attorney, durable powers of attorney, and HIPAA releases
Tax Planning including the use of certain types of trusts to aid families in accomplishing their charitable goals and desired tax consequences
Special needs planning for children who suffer from disabilities
Guardianship for special needs adults and older adults who are suffering from a debilitating illness
Trustee service and advising trustees on how to properly fulfill their duties in that capacity
Trustee removal actions
Conflicts and Actions related to estate administration
Perry is a believer in the power of planning and that proper planning is necessary to provide optimal results. He also recognizes that even with proper planning, life can be unpredictable and in order to achieve desired results, clients need an attorney who is flexible, diligent, and responsive.
Perry was raised in Charlotte and attended Wake Forest after graduating from Charlotte Country Day. Perry graduated from Wake Forest University in 2008 with the distinction of Magna Cum Laude and then graduated from Wake Forest University School of Law in 2011.
Areas of Practice
- Estate Planning
- Tax Planning
- Trust Law
- Estate Administration
- North Carolina, 2011
- Wake Forest University School of Law, Winston Salem, North Carolina
- J.D. - 2011
- Wake Forest University, Winston-Salem, North Carolina
- B.A. - 2008
- Honors: magna cum laude