Kyle Gee

Practice Areas

Asset Protection Planning

Business Formation

Business Succession

Charitable Planning

Counseling Fiduciaries and Beneficiaries

Estate, Gift and GST Tax Planning

Family Offices and Family Trust Companies

Income Tax Planning

Irrevocable Trust Modifications

Multi-Generational Planning

Nonprofit Organizations

Prenuptial and Postnuptial Agreements

Private Foundations

Probate, Trust and Fiduciary Litigation

Retirement Distribution Planning

Tax Return Preparation

Career

An elected Fellow of the American College of Trust and Estate Counsel (ACTEC), Kyle has years of experience counseling multi-generational families, business owners, fiduciaries, entities, family offices and beneficiaries regarding:

Administration of estates and trusts (including tax compliance, selection of investment counsel, discretionary distributions and fiduciary accountings)

Asset protection and titling

Beneficiary representation

Business succession

Charitable giving (including private foundations, donor-advised funds, pledge agreements and split-interest trusts)

Contracts affecting marriage (including antenuptial/prenuptial and postnuptial agreements)

Estate, Gift and GST tax planning (including use of available lifetime exemptions, annual exclusions, freeze techniques, gifts and sales to defective grantor trusts and portability)

Family (Private) Trust Companies

Fiduciary representation (Executors, Trustees, Trust Advisors, Agents, Directors, etc.)

Income tax planning (including grantor trusts and basis planning)

Lottery Winner Prize Awards (claiming in trusts to preserve privacy)

Modification of irrevocable trusts (including private settlement agreements, decanting and judicial modifications)

Post-mortem planning (including disclaimers and tax elections)

Preparation of estate planning instruments (including grantor trusts, dynasty trusts, SLATs, GRATs, CLATs, IDGTs, ILITs and core revocable documents)

Preparation of tax returns (including IRS Forms 706, 709, 1040 and 1041)

Private Letter Ruling Requests

Probate Court proceedings (including probate and guardianship), litigation (including will construction, declaratory judgment and adversarial actions) and dispute resolution

Retirement planning

Trust and Fiduciary Litigation

Wealth transfer

Kyle’s representation extends from those in wealth building phases to ultra-high net worth relationships. He is licensed in Ohio, Pennsylvania and New Jersey. In private practice, Kyle draws upon his experiences as a law clerk to a Probate Court judge to help avoid and resolve disputes.

Forward thinking on technology matters, Kyle is a frequent lecturer and shapes legislation through his active participation on legal associations.

Clients appreciate Kyle’s responsiveness, attention to detail, efficiency, and his ability to explain and diagram complex topics simply. One client regarded him as “… a blessing to families with [his] intelligence, nature and calming demeanor.” Another client wrote, “He has been great at guiding me through complex estate planning structures.”

Professional Memberships

American Bar Association

Cleveland Metropolitan Bar Association

Pennsylvania State Bar Association

Probate Law Journal of Ohio (PLJO), Editorial Advisory Board

Estate Planning Council of Cleveland

J. Reuben Clark Law Society, Cleveland Chapter

The American College of Trust and Estate Counsel (ACTEC), Fellow

Awards