Elizabeth L. Perry
As Trusts and Estates Practice Team co-leader, Ms. Perry works with clients to create estate plans tailored to meet personal goals and objectives with a focus on income, estate, gift, and generation-skipping transfer tax issues. She drafts wills and a variety of trusts to implement these plans, including revocable “living” trusts, irrevocable life insurance trusts, supplemental needs trusts, asset protection trusts, and dynasty trusts. Additionally, Ms. Perry focuses on succession planning for family and closely-held businesses.
She is well-versed in elder law issues such as planning for lifetime incapacity, including the designation of a health care proxy and agent/power of attorney. She advises clients on gifting strategies and asset protection planning opportunities. She has significant experience in guardianship and related proceedings under Article 81 of New York’s Mental Hygiene Law.
Ms. Perry has extensive experience in trust and estate litigation, having represented fiduciaries and individuals in matters ranging from will contests to contested accounting proceedings. She has counseled trustees of private and charitable trusts in the areas of trust administration and fiduciary duties.
Ms. Perry also represents fiduciaries in the area of estate administration, including the preparation of federal and state estate tax returns, federal and state fiduciary income tax returns, and federal gift tax returns.
Prior to joining Lippes Mathias Wexler Friedman, Ms. Perry was affiliated with two prominent law firms, one based in Syracuse, New York, and the other in Buffalo, New York.
While attending law school, she served as the Head Note and Comment Editor for the Buffalo Law Review.
Ms. Perry is a frequent speaker on topics related to Trusts and Estates at New York State Bar Association Continuing Legal Education events, as well as other local seminars.
Admitted to Practice
- New York
- U.S. District Court, Northern District of New York
- Bar Association of Erie County
- New York State Bar Association
- Child Care Resource Network, Board of Directors
Friday, January 27, 2017
Lippes Mathias Wexler Friedman LLP Partners Thomas J. Keable and Elizabeth L. Perry to Present to Members of CPA Ontario
BUFFALO, NY – Thomas J. Keable and Elizabeth L. Perry, partners with Lippes Mathias Wexler Friedman LLP, will speak at a dinner of the Niagara District of Chartered Professional Accountants of Ontario on February 16 in St. Catharines, Ontario. Their presentation focuses on “Estate Planning and Cross Border Planning for Canadians Owning U.S. Assets.”
Thursday, December 8, 2016
"Trust decanting sometimes is a handy tool,"Buffalo Law Journal, December 2016
Thursday, November 10, 2016
BUFFALO, NY – Elizabeth L. Perry, a partner at Lippes Mathias Wexler Friedman LLP, is presenting at “Foreign Currency Hedging: Strategies & Tools for Managing Uncertain Markets,” an informational event co-hosted by the firm and Citizens Commercial Banking on November 30 at The Buffalo Club. Ms. Perry is speaking on “Cross-Border Estate Planning … More »
Wednesday, March 9, 2016
Lippes Mathias Wexler Friedman LLP Partner Appointed to Child Care Resource Network Board of Directors
BUFFALO, NY –Lippes Mathias Wexler Friedman LLP is pleased to announce that Elizabeth L. Perry, a partner at the firm, has been appointed to the Child Care Resource Network’s board of directors.
Monday, January 18, 2016
Lippes Mathias Wexler Friedman LLP Announces Leaders of Banking & Financial Transactions, Real Estate, and Trusts & Estates Practice Groups
BUFFALO, NY – As a result of the continued growth and expansion of its legal services, Lippes Mathias Wexler Friedman LLP announced new leaders of the banking and financial transactions, real estate, and trusts and estates practice groups.
Wednesday, October 7, 2015
BUFFALO, NY – Colleen K. Mattrey and Elizabeth L. Perry, partners at Lippes Mathias Wexler Friedman LLP, will present at the “Wealth Transfer and Estate Efficiency: What You Need to Know” lecture on Tuesday, October 20, 2015, at UB’s Center for Tomorrow (North Campus). Registration will begin at 8:30 a.m. and the program will run 9-10:30 a.m. The … More »
Tuesday, May 12, 2015
Monday, May 4, 2015
Lippes Mathias Wexler Friedman LLP Attorneys Colleen Mattrey and Elizabeth Perry recently hosted a seminar on asset protection for medical professionals.
Tuesday, February 17, 2015
Lippes Mathias Wexler Friedman LLP Continues to Grow; Attorney Elizabeth Perry joins the firm as a partner
Attorney Elizabeth Perry joins Lippes Mathias Wexler Friedman LLP as a partner in the firm's Trust and Estates practice group.