Taft is pleased to announce that Julie Pleshivoy has joined the firm’s Chicago office as senior counsel in the Private Client group.
Pleshivoy counsels individuals, families, business owners and financial institutions on estate planning, wealth transfer and tax matters. She assists clients in developing and implementing their estate plans to address important issues relating to estate and gift tax, wealth transfer and asset protection.
Pleshivoy also has significant experience with estate and trust administration, post-mortem planning and tax return preparation, charitable and retirement planning and estate and trust litigation. She has also worked with family offices and has assisted in designing and implementing inter-generational wealth planning and transitions.
Prior to entering the legal field, Pleshivoy gained financial industry experience as a broker with an investment research and management company. Consequently, she brings a unique perspective to structuring clients’ business ventures and business and family succession matters, given her broad knowledge of estate, tax and income tax planning.