Kyle Gee counsels clients in all areas of estate planning as a member of BakerHostetler’s private wealth practice, and is licensed in Ohio, Pennsylvania and New Jersey. Formerly a law partner in an established trusts and estates group, Kyle has years of experience counseling families and business owners, preparing core planning and sophisticated wealth transfer documents, titling assets to achieve planning strategies, assisting fiduciaries in administering estates and trusts, preparing estate, gift and income tax returns, representing beneficiaries and fiduciaries in litigation, and structuring charitable gifts in a tax-efficient manner.
Kyle’s close interaction with judges at the beginning of his career, including a clerkship for a probate judge in Pennsylvania, helps him resolve disputes and provides added perspectives on how a court might view a particular controversy. Kyle also understands the challenges that face emerging generations and their preferences, including their reliance on developing technology. He is highly regarded for his insights on the potential opportunities and hazards of evolving topics in his industry, such as electronic signing, electronic wills, remote notarization and blockchain.
Clients appreciate Kyle’s responsiveness, thoroughness and efficiency, as well as his ability to explain and diagram complex topics.