Kyle B. Gee

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
• Business succession
• Charitable giving (including private foundations, donor-advised funds, pledge agreements and split-interest trusts)
• 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)
• Income tax planning (including grantor trusts and basis planning)
• 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)
• Probate Court proceedings (including probate and guardianship), litigation (including will construction, declaratory judgment and adversarial actions) and dispute resolution
• Retirement planning

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 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.”