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Kyle Gee is a trusts and estates lawyer licensed to practice law in Ohio, Pennsylvania, and New Jersey. His primary focus includes estate planning, trusts & trust administration, probate & estate administration, representation of fiduciaries, and tax law & planning. Mr. Gee, a Cleveland native, joined Spieth, Bell, McCurdy & Newell after clerking as an attorney advisor for the Judge of a Pennsylvania Orphans’ Court (Probate Court). During his two-year judicial clerkship, he closely assisted the Court in resolving a variety of matters, including: will contests, objections to fiduciary accounts, petitions to modify and terminate trusts, contested incapacity...

When I started to practice law 35 years ago, my father, also a lawyer, offered me some thoughtful and exceptionally valuable advice: listen carefully, do your homework, and above all, maintain a sense of humor – because you are going to need it. I have to admit that Dad was right and his wise words have resonated with me during my entire practice. Listening attentively to my clients and meticulous preparation are indeed the hallmarks of success. And, finding a way to put clients at ease establishes approachability, confidence, and most importantly, trust. Working closely with each client, I make...

Jason D. Katz is a Florida licensed attorney. His practice includes both litigation and transactional work. Mr. Katz graduated from University of Virginia with a degree in Systems Engineering, and he received his J.D. degree from Nova Southeastern University. Mr. Katz graduated first in his law school class. While in law school, Mr. Katz clerked at the Broward County attorneys’ office. After law school he worked for a national law firm specializing in construction law and government contracts. He is admitted to all Florida state courts and all Federal District Courts in Florida. Mr. Katz is a Board Certified...