Sessions
Are you Crossing the (Tax) Line?
2:15 PM - 3:05 PM Wed
Are you Crossing the (Regulatory and Operational) Line?
3:10 PM - 4:00 PM Wed
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, cryptocurrency and QSBS planning, 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 is an American College of Trust and Estate Counsel (ACTEC) Fellow and has been recognized in Chambers High Net Worth 2022, Illinois: Private Wealth, Up and Coming. She is currently a member of the Executive Committee of the Trust Law Committee of the Chicago Bar Association, where she acts as legislative liaison.
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, including 2021 legislative updates. 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 works with clients, including registered investment advisers and multi-family offices, to establish and transition trusteeship to retail trust companies. She also advises retail trust companies on cryptocurrency custody matters. She helps clients structure the multi-jurisdictional relationships between trust companies, family offices and closely held businesses.
While at the University of Michigan 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. She received her undergraduate degree from the University of Chicago.