Kyle B. Gee, a Cleveland native, is licensed to practice law in Ohio, Pennsylvania, and New Jersey. As a Partner in the firm’s Trusts and Estates group, he concentrates in the core areas of estate planning and wealth transfer, administration of estates and trusts, fiduciary representation and litigation, charitable planning, business succession, family foundations, and taxation.
He also writes and speaks on the potential opportunities and hazards created when traditional estate planning intersects with modern technology, such as electronic wills.
Mr. Gee’s sophisticated estate planning approach includes careful consideration of family circumstances, charitable planning opportunities (such as lifetime and testamentary gifts, split-interest trusts, private foundations, and donor advised funds), and taxes (estate, gift, generation skipping transfer, and income taxes).
He guides fiduciaries in their roles as executors, trustees, guardians, and agents through complex federal, state, and local laws and also helps them navigate family dynamics that are frequently complex and challenging. He helps administer estates and trusts in Ohio, Pennsylvania, and New Jersey. In addition, he prepares associated tax returns for individuals, estates, and trusts.
Having begun his career as a law clerk to a Pennsylvania Probate (Orphans’ Court) judge, Mr. Gee counsels clients with added litigation and dispute resolution perspectives. During his two-year judicial clerkship, he worked closely with the Court in resolving a variety of matters, including will contests, objections to fiduciary accounts, petitions to modify and terminate trusts, contested incapacity and guardianship proceedings, fiduciary surcharge actions, challenges to powers of attorney, inheritance tax appeals, and adoptions.
Mr. Gee routinely represents clients with established careers and businesses. He also takes special interest in advising emerging professionals and entrepreneurs, parents with young children, and those in retirement.
Mr. Gee joined Schneider Smeltz Spieth Bell LLP when his prior firm, Spieth, Bell, McCurdy & Newell, Co., L.P.A., combined with Schneider, Smeltz, Ranney & LaFond P.L.L. on March 1, 2016, uniting Cleveland’s two oldest law firms.
During law school, he interned with The Honorable David A. Katz, U.S. Senior District Judge (N.D. Ohio) and served as Law Review Assistant Executive Editor.
He is active in his Church’s organization and enjoys travel and outdoor recreation with his wife and children.