Elyse has over 25 years of experience working with successful families on tax and estate planning within international CPA firms, estate planning law firms, and a national trust company. She is a CPA licensed in Michigan and an attorney licensed in Illinois and Michigan.
Her expertise lies at the intersection of families, taxes, and wealth planning. She assists with tax, financial, and legal projects that are customized to your family’s needs while leveraging the expertise and contributions of other team members. Her true passion is complex wealth transfer planning. She understands tax and legal documents and can assist with intricate planning and administration related to family businesses, insurance, retirement assets, family trusts, charities, and multi-generational transfers, including:
- Family business succession planning and administration
- Personal, fiduciary, estate, and gift tax compliance
- Basic estate planning (wills, powers of attorney)
- Advanced wealth transfer planning with trusts
- Estate and trust administration
- Family record-keeping
- Nonprofit formation and administration
