Kyle B. Gee

Counsel

Cleveland
T +1.216.861.7276
F +1.216.696.0740

Overview

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.”

Formerly a law partner in a distinguished trusts and estates group, 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
  • Representation of beneficiaries, fiduciaries (both individual and corporate executors and trustees) and family offices
  • Retirement planning

Kyle’s representation extends to high net worth and 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 his clients avoid and resolve trusts and estates disputes.

Kyle also understands the challenges and preferences of emerging generations, 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, and currently serves on a special legislative task force to respond to and propose legislation involving the execution of estate planning documents. Kyle is a frequent lecturer and his research and commentary have been cited  across the globe.

Recognitions and Memberships

Memberships

  • Ohio State Bar Association: Estate Planning, Trust and Probate and Law (EPTPL) Section
    • EPTPL Section Council (2017 to present)
    • Electronic Wills Committee (2017 to present)
    • Special Legislative Task Force (2020 to present)
    • Vice-Chair, The Marvin R. Pliskin Ohio Advanced Probate and Estate Planning Institute (2021)
  • J. Reuben Clark Law Society, Cleveland Chapter: Chair-Elect
  • Estate Planning Council of Cleveland
  • Cleveland Metropolitan Bar Association: Estate Planning and Probate Section
  • Pennsylvania State Bar Association: Real Property, Probate and Trust Law Section
  • American Bar Association: Real Property, Probate and Trust Law Section
  • Advisory Committee, Gift Planning Council of Philanthropies, The Church of Jesus Christ of Latter-day Saints

Community

  • Strongsville Education Foundation: Trustee

Prior Positions

  • Cleveland law firm, Trust and Estates Group
    • Partner (2017 to 2018)
    • Associate (2011 to 2017)
  • The Honorable Penny L. Blackwell, York County Court of Common Pleas, Pennsylvania -- Orphans' Court Division: Law Clerk (2009 to 2011)
  • The Honorable David A. Katz, U.S. District Court, Northern District of Ohio: Legal Extern (2007)

Admissions

  • Ohio
  • New Jersey
  • Pennsylvania

Education

  • J.D., University of Toledo College of Law, 2008, magna cum laude; Law Review, Assistant Executive Editor
  • B.A., Brigham Young University, 2005

Languages

  • Spanish