Elise J. McGee advises high-net-worth individuals and business owners on all aspects of wealth-transfer planning, including estate and trust administration, leveraged wealth-transfer techniques, tax matters, real estate transactions and closely held business matters. Elise has extensive experience working with owners of closely held businesses to develop governance and succession plans, and on corporate, tax and compliance matters relating to those businesses.
Elise specializes in the formation and operation of private trust companies, and has advised clients on these structures in multiple jurisdictions. Elise has worked with state regulators to develop customized private trust company structures for clients, including for international families. Most recently, she co-drafted Wyoming’s 2019 trust company legislation. Elise has analyzed SEC and regulatory compliance issues facing private trust companies, and has helped clients develop policies and procedures for their private trust companies. She also advises clients on the litigation and regulatory risks facing private trust companies and their decision-makers.
Elise has advised clients, including registered investment advisers and multi-family offices, on establishing and transitioning trusteeship to retail trust companies. She helps clients structure the multi-jurisdictional relationships between trust companies, family offices and closely held business.
While in law school, Elise was an executive editor for The Michigan Journal of Race & Law. Prior to law school, she worked as a senior research analyst for Lexecon, where she performed research and statistical analyses focusing on the application of economics to litigation.
Education
University of Michigan Law School, JD, 2005
University of Chicago, AB, with honors, 2000
Admissions
Illinois
Michigan
Partner | Chicago
Chicago: +1 312 984 2748
Chicago: +1 312 984 7700
Chicago, Illinois / Speaking Engagements / October 9, 2019
Chicago, Illinois / Speaking Engagements / October 7-8, 2019
Chicago, IL / McDermott Event / September 18 - 19, 2019
On the Subject / June 24, 2019
Trust Administration - 2019 Edition / March 21, 2019
Trust & Estates / February 2019
Palo Alto, California / Speaking Engagements / January 24, 2019
Chicago, Illinois / McDermott Event / May 14 - 16, 2018
Silicon Valley, California / McDermott Event / November 3, 2017
San Francisco, California / McDermott Event / November 2, 2017
Los Angeles, California / McDermott Event / November 1, 2017
Las Vegas, Nevada / Speaking Engagements / June 13, 2017
Philadelphia, Pennsylvania / McDermott Event / June 5 – 7, 2017
Veröffentlichungen / 2014
Trust Administration 2014 edition
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