Overview


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.

Show More

Results


  • Created customized, complex private trust companies, each serving as trustee of family trusts having more than US$ 500 million in assets
  • Develop estate planning transactions for clients with heavily regulated assets, including professional sports teams, gaming entities, banks and wineries
  • Lead a team in restructuring a multimillion-dollar closely held operating business

Show More

Community


  • Chicago Bar Association, Executive Committee of the Trust Law Committee, Member

Credentials


Education
University of Michigan Law School, JD, 2005
University of Chicago, AB, with honors, 2000

Admissions
Illinois
Michigan

Elise J. McGee

Insights & Events / Media

Chicago, Illinois / Speaking Engagements / October 9, 2019

Chicago, Illinois / Speaking Engagements / October 7-8, 2019

Chicago, IL / McDermott Event / September 18 - 19, 2019

Chicago, IL / McDermott Event / May 13 - 15, 2019

Trust Administration - 2019 Edition / March 21, 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

Publications / 2014

Trust Administration 2014 edition

1

2

3