Service Areas
Education
- Chicago-Kent College of Law, Illinois Institute of Technology, LL.M., in Taxation with High Honors, 2006; J.D., with Honors, 2003;
University of Chicago, A.B. in Political Science, 1998
Bar Admissions
- Illinois, 2003
United States District Court, Northern District of Illinois
Julie Pleshivoy's practice is concentrated primarily in estate planning and family office administration.
Julie has experience in developing and implementing estate plans for high net worth individuals and families, including preparing complex wealth transfer strategies. Julie counsels clients on all aspects of estate planning and business succession planning, with particular focus on asset ownership and structure, retirement planning and charitable planning.
Prior to entering the practice of law, Julie worked as a broker with an investment research and management company.
Articles
- The Uncertain Fate of Estate and Gift Taxes
- Tax Court Permits LLC Members to Deduct Losses, GR Review, Fall 2009