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C. Jones Perry, Jr.

Partner
C. Jones Perry, Jr. is head of the firm’s Private Client Group. He represents both domestic and international clients in a broad range of estate planning and tax matters, including pre-immigration tax planning, establishment of cross-border trusts, multi-jurisdictional estate and expatriation tax planning, estate and tax planning for owners of closely held businesses, charitable gift planning and private foundations and administration of estates and trusts. Mr. Perry joined the firm in 1987 and became a partner in 1995.

Selected Experience

  • Advising an extended family on estate, trust and tax issues in connection with the sale of the fee interest in a midtown Manhattan office building for over $400 million
  • Representing a Middle East client on U.S. tax and business succession issues in connection with the transfer of his wholly owned business worth in excess of $5 billion to his spouse and children

Publications

  • "New Law Imposes More Tax, But Expat Planning Can Still Be Effective," Journal of International Taxation, November 1996
  • "New Law Changes Rules on Cross-Border Trusts, Toughens Reporting," Journal of International Taxation, October 1996
  • "The Final GST Regs. Provide Good News for NRAs," Estate Planning, March 1996
  • "Use of Trusts in Cross-Border Planning," co-authored with Henry S. Ziegler, AICPA Conference, July 1995
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Education

  • New York University School of Law, LL.M., 1988
  • University of North Carolina, J.D., 1984
  • University of North Carolina, B.A., 1980
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