Atty. Kyle B. Gee
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 regarding: Administration of estates and trusts (including tax compliance, selection of investment counsel, discretionary distributions and fiduciary accountings) Asset protection and titling Beneficiary representation Business succession Charitable giving (including private foundations, donor-advised funds, pledge agreements and split-interest trusts) Contracts affecting m
Trusts and Estates Attorney · Serving Cleveland, OH
Profile Summary
About Kyle B. Gee at a Glance
Kyle B. Gee is a trusts attorney based in Cleveland, Ohio, practicing at Schneider Bell. Admitted to practice in Ohio, Ohio State Bar Association, New Jersey, New Jersey State Bar Association, and Pennsylvania, Pennsylvania Bar Association. Educated at University of Toledo (J.D., 2008) and Brigham Young University (B.A., 2005). Recognitions include Best Lawyers in America — Trusts and Estates (2026), Best Lawyers in America — Additional Areas of Practice: (2026), and Best Lawyers in America — Litigation - Trusts and Estates (2026). Serves clients in Cleveland, OH and the surrounding metropolitan area.
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About Kyle B. Gee
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 regarding:
- Administration of estates and trusts (including tax compliance, selection of investment counsel, discretionary distributions and fiduciary accountings)
- Asset protection and titling
- Beneficiary representation
- Business succession
- Charitable giving (including private foundations, donor-advised funds, pledge agreements and split-interest trusts)
- Contracts affecting marriage (including antenuptial/prenuptial and postnuptial agreements)
- 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)
- Family (Private) Trust Companies
- Fiduciary representation (Executors, Trustees, Trust Advisors, Agents, Directors, etc.)
- Income tax planning (including grantor trusts and basis planning)
- Lottery Winner Prize Awards (claiming in trusts to preserve privacy)
- 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)
- Private Letter Ruling Requests
- Probate Court proceedings (including probate and guardianship), litigation (including will construction, declaratory judgment and adversarial actions) and dispute resolution
- Retirement planning
- Trust and Fiduciary Litigation
- Wealth transfer
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 resolve 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.”
Practice Areas Explained
Kyle B. Gee's Areas of Legal Practice
Each practice area below reflects the types of cases Kyle B. Gee handles, with a practical overview of what that area of law involves and how it may apply to your situation in Cleveland.
Trusts in Cleveland
Kyle B. Gee is one of 103,428 trusts attorneys indexed nationally. Browse trusts attorneys in Ohio →
Jurisdictional Context
Why Local Counsel Matters in Cleveland
Practicing law in Ohio. Legal matters in Ohio are governed by state-specific rules of civil and criminal procedure, statutes of limitations, and substantive law. Cases originating in Cleveland are typically filed in the local municipal court or the appropriate Ohio state district court, depending on subject matter and amount in controversy. An attorney licensed in Ohio brings working knowledge of local procedural deadlines, judicial practices in this venue, and the substantive law that applies to cases brought here. Out-of-state attorneys generally cannot represent clients in Ohio courts without local counsel or pro hac vice admission.
Cleveland Courts and Legal Process
Choosing a Cleveland-based attorney means your counsel already knows the local docketing timelines, preferred filing formats, and how individual judges typically rule on procedural motions — details that only come from practicing in this jurisdiction day after day. That local familiarity can translate to better strategy, faster filings, and fewer costly surprises.
Looking for additional Ohio attorneys? Browse all attorneys in Cleveland or all attorneys in Ohio.
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Professional Profile
Why Clients in Cleveland Choose Kyle B. Gee
Selecting an attorney is one of the most consequential decisions you can make when a legal matter arises. Below are the core qualities that distinguish Kyle B. Gee's practice in the field of trusts.
Multi-State Bar Admission
Licensed in Ohio, Ohio State Bar Association, New Jersey, New Jersey State Bar Association, and Pennsylvania, Pennsylvania Bar Association, Kyle B. Gee can represent clients in cases that span state lines or require counsel in multiple jurisdictions.
Focused Trusts Practice
Concentrating on trusts means Kyle B. Gee's knowledge of relevant statutes, case law, and procedural nuances stays current — unlike generalist practices that spread attention across unrelated fields.
Local Presence in Cleveland
A Cleveland-based practice means Kyle B. Gee attends hearings in the same courthouses, knows the local clerks, and understands the unwritten scheduling norms that affect every case filed here.
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Kyle B. Gee's Practice Areas & Specializations
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