SPEAKERS

Elise J. McGeeadvises high-net-worth individuals and business owners on all aspects ofwealth-transfer planning, including estate and trust administration, wealth-transfer techniques, cryptocurrency planning, real estatetransactions and tax and closely held business matters. Elise hasextensive 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 trust companies and family offices,and has advised clientson these structures in multiple jurisdictions while working with state regulators to develop customized structuresfor clients. A Wyoming licensed attorney, she co-drafted Wyoming’s 2019 trust company legislation, including 2021 updates.Elise has analyzedregulatory compliance issuesfacing trust companies and family offices, and has helped clientsdevelop operational policiesand procedures. She also advises clients on the litigation, taxand regulatory risks facing trustcompanies and family offices and their decision-makers.

Elise is an American College of Trust and Estate Counsel (ACTEC) Fellow,and also has been recognized in Chambers High Net Worth, Illinois: Private WealthLaw. She is currently the Vice Chair of the ExecutiveCommittee of the Trust Law Committee of the ChicagoBar Association.