Julie Pleshivoy
High Net Worth Guide 2024
Band 4 : Private Wealth Law
Email address
[email protected]Contact number
+1 (312) 836-4077Share profile
Band 4
About
Provided by Julie Pleshivoy
Practice Areas
Private Client
Business Succession Planning
Estate Planning
Personal Tax Planning
Experience
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.
She also counsels clients on the U.S. tax consequences impacting assets owned 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 has significant experience with estate and trust administration, post-mortem planning and tax return preparation, charitable and retirement planning, and estate and trust litigation. Throughout her career, Julie has also worked with family offices and has assisted in designing and implementing inter-generational wealth planning and transitions.
Education
Chicago-Kent College of Law
J.D., with honors