Julie S. Pleshivoy

Senior Counsel Chicago

Summary

Julie 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.

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.

Awards

All Service Areas

Education

  • Chicago-Kent College of Law (2003)

    (with Honors)

  • Chicago-Kent College of Law, L.L.M., Taxation (with High Honors)
  • University of Chicago, A.B., Political Science

Admissions

  • State - Illinois

Professional Affiliations

  • American Bar Association

    Section of Real Property, Trust and Estate Law

  • American Technion Society

    Board Member

  • Chicago Bar Association
  • Chicago Estate Planning Council

    Secretary and Board Member

  • Greater North Shore Estate Planning Council
  • Hadley Institute for the Blind and Visually Impaired

    Professional Advisory Committee

  • Illinois State Bar Association
  • Jewish United Fund/Metropolitan Chicago

    Professional Advisory Committee