S. Kyle Agee

Because of the ever changing complexities of the tax code and the personal nature of an estate and trust practice, I ensure that I am always fully informed on recent changes to our tax laws so that I can assure clients that I will always be there when they need me to advise, restructure and implement their plans efficiently and effectively.

Kyle Agee is an attorney that primarily represents the business owners of closely-held and family companies in tax, business succession and estate planning matters. When tax laws change, such as the enactment of the 2018 Tax Cuts and Jobs Act, Kyle works with clients to ensure their business and estate plans are as tax-advantaged as possible. This also applies to other unanticipated circumstances and family upheaval – he builds flexibility into clients’ plans to protect their interests and goals. Clients include established, multi-generation family companies, professionals, as well as owners of business start-ups – people who are on the front end of building their wealth. While clients may live in other states, they all have important interests in North and South Carolina. Estate and trust administration are additional strengths of Kyle’s practice. Representing both professional fiduciaries and families, he works with them to ensure the wishes of the family are carried out. Kyle also represents banks who serve as fiduciaries, executors and advisors on highly complex and emotionally-charged estate issues that involve estranged or difficult family members. He is frequently brought in to help bank clients problem-solve when contentious disputes arise among their clients’ representatives. In addition, working closely with in-house counsel, Kyle serves as an outside authority to multi-office regional banks, assisting with matters relating to agency, estate and trust accounts, plus other fiduciary concerns.