Julie Pleshivoy

Julie S. PleshivoyPartner

  • Chicago: (312) 704-2777
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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.

Memberships

Greater North Shore Estate Planning Council
Illinois State Bar Association
Chicago Bar Association
Chicago Estate Planning Council

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Honors


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)

Publications

Speaking Engagements

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

Julie S. Pleshivoy's recent or notable engagements and experience includes: