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. She also advises clients on the formation and operation of family offices and private trust companies. Elise has worked with state regulators to develop customized private trust company structures for clients. She has analyzed SEC and regulatory compliance issues facing private trust companies in multiple jurisdictions, and has helped clients develop policies and procedures for their private trust companies.
Elise has also advised clients, including registered investment advisers and multi-family offices, on establishing and transitioning trusteeship to retail trust companies.
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.