Julie S. Pleshivoy

Julie Sirlin Pleshivoy advises high‑net‑worth families, family offices, and entrepreneurs on the full spectrum of wealth transfer and tax planning. Combining sophisticated tax knowledge with a background in investment management, she develops estate plans that safeguard family assets and support smooth transitions across generations.

Leveraging her experience and an LL.M. in Federal Income Taxation, Julie brings a distinctive financial perspective to structuring business ventures, succession plans, and fiduciary arrangements. She also has substantial experience with the U.S. tax consequences of international assets and advises non‑U.S. citizens and global families on strategies to reduce exposure to income, estate, and gift taxes.

Julie is a frequent speaker on topics such as irrevocable trust modifications, multistate estate planning, planning with retirement assets, creditor protection, and strategies to avoid litigation in estate planning. She serves as president of the American Technion Society’s Chicago Chapter and is a member of its National Board.

• Estate, gift, and generation-skipping transfer tax planning
• Sophisticated estate, gift, and GST tax strategies that maximize wealth preservation across generations
• Comprehensive family office counsel focused on structure, governance, and long-term stability
• Strategic corporate governance guidance for family owned and closely held businesses
• Forward thinking succession planning designed to protect legacies and ensure seamless transitions
• Creative trust modification and decanting solutions that modernize outdated structures
• Integrated federal and state trust taxation planning to optimize complex financial outcomes
• High stakes pre- and post-marital agreements crafted for clients with significant or complex assets
• Proactive dispute prevention planning that minimizes risk and promotes lasting family harmony