Estate Planning in a Rising Interest Rate Environment: Part IEstate Planning in a Rising Interest Rate Environment: Part I

Kerry O’Rourke Perri is a partner in the New York City office of White & Case LLP.

Dana M. Foley is the founder and a partner of Accelerant Law PLLC located in Washington, D.C. Dana advises on a broad range of sophisticated income and transfer tax planning strategies for ultra-high net worth individuals and their families. In addition to transactional planning, Dana has also cultivated a niche fiduciary practice of advising wealthy multi-generational families in establishing and administering private trust companies. Dana is a graduate of Georgetown University Law Center (LL.M., Taxation); the University of Miami School of Law (J.D.) and Northwestern University (B.A.).

Alistair "Sandy" Christopher focuses on all aspects of domestic transfer tax and estate planning for high net worth individuals and their families. Sandy collaborates with these successful individuals, their families and their other trusted advisors to create and to implement customized wealth planning solutions that achieve key non-tax goals, like creditor protection, while minimizing income, gift, estate and generation-skipping transfer taxes. As a result of his background working for some of the country's largest banks, he has significant experience in administering trusts for multi-generational families, as well as working together with trust beneficiaries.