We are pleased to announce that Kyle Gee has joined our Trusts & Estates practice group. As 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.
Schneider Smeltz Spieth Bell LLP's Trusts & Estates team advises clients in creating various types of trusts to further their estate plan and their lifetime giving plan. In this capacity, we work closely with clients to implement arrangements that, first and foremost, meet the client’s long-term goals for him or herself and for his or her chosen beneficiaries, while maintaining the maximum amount of flexibility in order to accommodate unforeseen changes in the client’s circumstances or goals. We emphasize plans that also provide income tax and transfer tax advantages, to maximize the value of the benefit the client confers on his or her chosen beneficiaries.