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. 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.

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Results


  • Developed and negotiated a complex $450 million transaction that accomplished the client’s objectives of building a large commercial project while also obtaining approximately $150 million in estate tax savings
  • Created multiple complex private trust companies, each serving as trustee of trusts having more than $1 billion in assets
  • Lead a team in restructuring a multimillion-dollar closely held operating business, whereby multiple subsidiaries merged into new or existing entities and almost all of the operating business’s assets were sold to one of its subsidiaries

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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