Julie S. 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 issues including 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 litigaiton. Her knowledge of both estate and tax planning and income tax planning provides Julie with a unique perspective in advising clients on the structuring of business ventures as well as business and family succession matters. Throughout her career, Julie has worked with family offices and assisted in designing and implementing inter-generational transfers.
Prior to entering the practice of law, Julie worked as a broker with an investment research and management company.
Greater North Shore Estate Planning Council
Illinois State Bar Association
Chicago Bar Association
Chicago Estate Planning Council
Selected by peers as a Leading Lawyer in: Tax Law: Individual; Trust, Will & Estate Planning Law (2014-2017)
Selected for inclusion in Illinois Super Lawyers, as a Rising Star in Estate Planning & Probate, Closely-Held Business, Tax (2011-2016)
Julie S. Pleshivoy has been appointed as a Member of the American Technion Society’s Board of Directors and Planned Giving Committee.
Sugar Felsenthal Grais & Hammer LLP (SFGH) partner, Julie S. Pleshivoy, has been appointed as a Member of the American Technion Society’s Board of Directors and Planned Giving Committee.
Leading attorney rating service recognizes SFGH lawyers.
Julie Pleshivoy writes article entitled, "Thinking about Donating Real Estate?" for The Hadley School for the Blind summer 2014 publication
Julie Pleshivoy is a member of the Philanthropy Advisory Council for The Hadley School for the Blind and a contributing author for The Hadley School for the Blind summer 2014 publication entitled “Foresight: Providing for the Future through Philanthropic Planning,”
Sugar Felsenthal Grais & Hammer LLP Named Among 2013's Top Ranked Law Firms by LexisNexis® Martindale-Hubbell®
Sugar Felsenthal Grais & Hammer LLP has been named one of 2013's Top Ranked Law Firms across the United States by LexisNexis® Martindale-Hubbell®.
Julie S. Pleshivoy was a contributing author to the chapter on Income Tax Aspects of Estate Planning published by the Illinois Institute of Continuing Legal Education.
In this client alert, our estate planning attorneys discuss the importance of powers of attorney for health care and property for students heading off to college.
Julie Pleshivoy speaks at National Business Institute (NBI) seminar entitled, “The Probate Process from Start to Finish.”
On June 28, 2016, Julie Pleshivoy spoke at a National Business Institute seminar on handling probate assets during estate administration, and post-mortem tax planning.
Julie Pleshivoy presented, "What Can Trusts Do For Your Client? – A Life of a Trust from Its Creation to Its Termination" sponsored by Alliance of Comprehensive Planners, Inc.
On January 27, 2016, Julie Pleshivoy presented "What Can Trusts Do For Your Client? – A Life of a Trust from Its Creation to Its Termination," sponsored by the Alliance of Comprehensive Planners, Inc.
Julie Pleshivoy co-presents "To Trust or Not to Trust - That is the Question" at Chicago Estate Planning Council event
On September 30, 2015, Julie Pleshivoy co-presented “To Trust or Not to Trust – That is the Question” at the Lake Zurich Public Library on behalf of Chicago Estate Planning Council, Public Outreach Committee about the basics of trusts and their use in estate planning.
Julie Pleshivoy presents "Demystifying the Estate Planning Process" on behalf of Chicago Estate Planning Council
On October 10, 2014, Julie S. Pleshivoy co-presented "Demystifying the Estate Planning Process" at the Wilmette Public Library on behalf of the Chicago Estate planning Council.
Julie Pleshivoy speaks at National Business Institute seminar entitled, "The Probate Process from Start to Finish"
On June 23 and 24, Julie Pleshivoy spoke at a National Business Institute seminar on effective estate administration, including managing inventory and assets as well as dealing with creditor claims and distributions to beneficiaries.
On March 5, 2014, Julie Pleshivoy joined Fred Weber of the Northern Trust Company to discuss how to handle the administration of a decedent's estate or trust from death through final distribution.
On June 24, 2013, Julie S. Pleshivoy will present on the monetary aspects of probate administration for the National Business Institute.
In this presentation given at Congregation Etz Chaim in Lombard, Illinois, Julie S. Pleshivoy provided insight into the basics of estate planning.
Civic & Professional
- Chicago Estate Planning Council - Board Member and Co-Chair of the the Public Outreach and the Young Members Committees
- The Hadley School for the Blind - Member of the Professional Advisory Committee
- The Jewish Federation of Metropolitan Chicago, Member of the Professional Advisory Committee
- American Technion Society, Member of Board of Directors and Planned Giving Committee