Taft Chicago partner Julie Sirlin Pleshivoy contributed the chapter “Income, Estate, and Other Tax Considerations” for the Illinois Institute for Continuing Legal Education publicationEstate Planning for Retirement Benefits. This handbook is a guide through IRAs and tax-qualified plans.
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 relating to estate and gift tax, wealth transfer, and asset protection. Pleshivoy has experience in estate and trust administration, post-mortem planning and tax return preparation, charitable and retirement planning, and estate and trust litigation.