Julie Sirlin Pleshivoy

She also counsels clients on the U.S. tax consequences of owning assets by non-U.S. citizens and advises entrepreneurs, tax-exempt organizations, fiduciaries and high net worth families on vehicles to minimize their international assets from U.S. income, gift and estate taxes.  Julie takes an integrated approach, blending extensive knowledge of tax law and work with tax treaties, to provide unique capabilities for handling trust distributions, the tax intricacies of foreign situs property, and related international tax planning issues.

Julie 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. Prior to entering the legal field, Julie 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.

Throughout her career, Julie has also worked with family offices and has assisted in designing and implementing inter-generational wealth planning and transitions.

Julie is a part of the current cohort of the American Technion Society’s Rothman Leadership Program, an elite cadre of lay leaders from across the U.S. who are preparing to serve as ambassadors for the Technion-Israel Institute of Technology. Rothman Fellows are accomplished C-suite leaders from a variety of fields, including but not limited to high-tech, finance, real estate, law, and entrepreneurship. Additionally, Julie was selected to serve as the incoming president of the American Technion Society Chicago Chapter as of Oct. 1, 2023.