Overview
Juli advises clients on tax planning and the integration of estate plans and corporate structures, with an eye toward transferring wealth and business interests in a tax-efficient manner. Keeping their objectives in mind, Juli advises clients on developing strategies using gift, estate and generation-skipping transfer tax planning. She has experience in all aspects of estate and tax planning including the drafting and execution of sophisticated legal documents.
While in law school, Juli was a member of the Chicago-Kent Law Review and Student Animal Legal Defense Fund. She also served as a Judicial Extern for the Honorable Jill McNulty, Appellate Court of Illinois, in 2006.
Credentials
Education
Professional Organizations
- American Bar Association
- Chicago Bar Association
- Chicago Estate Planning Council
Community
Juli focuses her public service efforts on animal welfare and has helped incorporate several animal related non-profit organizations. Her work was rewarded with the Animal Defense Legal Defense Fund 2011 Advancement in Animal Law Pro Bono Achievement Award.
She is also a member of the Chicago Community Trust Young Professional Advisory Committee.
Insights & Events
Insights
Accolades
- Leading Lawyers Network – Emerging Lawyers, Tax Law: Individual and Trust, Will & Estate Planning Law, 2015-2022
- Illinois Super Lawyers–Rising Stars, 2016-2022
