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Kelli Chase Plotz

Special Counsel
kelli.plotz@kattenlaw.com
Chicago Office
p+1.312.902.5347
f+1.312.577.8786
Overview

Kelli Plotz concentrates her practice in corporate matters and wealth management, including more than 20 years of experience in trust and estate law. She has successfully administered multi-million dollar estates and often interfaces with accountants on a variety of estate and gift tax issues. Kelli has extensive experience in Trust and Estates litigation and the defense and representation of fiduciaries embroiled in family disputes and contested issues.

Kelli's practice experience includes the drafting and implementation of wills, revocable trusts, powers of attorney for health care, powers of attorney for property (POAs), irrevocable life insurance trusts (ILITs), children's trusts and spendthrift trusts, qualified personal residence trusts (QPRTs), intentionally defective grantor trusts and corresponding sale agreements/grantor retained annuity trusts (GRATs), family limited partnerships (FLPs), limited liability companies (LLCs), premarital agreements and prenuptial agreements, and gifting and charitable lead annuity trusts (CLATs).

Additionally, Kelli works with family-owned businesses to formulate succession plans and advise on wealth preservation.

Shown below is a selection of Kelli’s engagements.

Advisories
Kelli Chase Plotz

Education

  • JD, DePaul University College of Law
  • BS, University of Illinois

Bar Admissions

  • Illinois

Memberships

  • The Chicago Bar Association
  • Illinois State Bar Association
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