In addition to her legal background, Marilee served in the public sector as deputy chief of staff and senior policy director for former Indiana Governor Mike Pence (now vice president of the United States). Marilee was responsible for oversight and management of executive agencies, the cabinet, boards and commissions; management of the personnel process for selection of agency heads and the performance evaluation process; and input regarding policy, legislative and communication strategies for the governor and executive agencies. As senior policy director, she led transition- team efforts to select and orient the governor’s policy team before inauguration and oversaw policy development for the governor’s first legislative agenda, “The Roadmap for Indiana.”
Marilee focuses on tax-exempt entities with an emphasis on trade associations, economic development organizations, private foundations, health care entities, social enterprise entities, research organizations, quasi-governmental entities and other highly regulated entities.
She advises her diverse client base in all aspects of their operations from formation, applying for tax exemption, advice regarding the impact of proposed or new legislation, conflicts of interest, board member relations, and reviewing and negotiating material contracts, UBIT and grant programs, among others.
Marilee has assisted numerous tax-exempt clients in evaluating, structuring and documenting corporate reorganizations involving mergers, liquidations, dissolutions, taxable subsidiaries (C corporations and LLCs) and other sophisticated structuring options. Marilee advises tax-exempt clients on the reasonableness of compensation to executives or insiders, including the application of the intermediate sanction regulations.