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Jason G. Kyle

Education
  • Texas A&M University at Commerce, B.S. (1996)
  • St. Mary’s University, J.D. (1998)
  • Southern Methodist University, LL.M. in Taxation (2002)

About

Mr. Kyle is a seasoned estate planning attorney with deep experience advising high-net-worth individuals and families. He has served in both private practice and corporate legal advisory roles, offering a well-rounded perspective on complex estate planning matters.

His expertise includes multigenerational wealth transfer, business succession, and tax-efficient strategies. Mr. Kyle is committed to helping clients safeguard their legacies, minimize tax exposure, and ensure smooth transitions of wealth and businesses across generations.

Publications

  • “In the Age of AI, Generational Communication Is Still Key to a Successful Estate Plan”, co-authored with Katie Gibbons, Heritage Auction Journal Trusts & Estates, Winter 2024
  • “Marital/Family Trust Planning”, Forvis Mazars
  • “Split-Dollar Arrangements & Private Financing: Business & Estate Planning with Life Insurance”, co-authored with Todd Loving, Forvis Mazars
Bar and Court Admissions
  • State Bar of Texas
Associations
  • Collin County Bar Association
  • Collin County Bar Association (Probate
  • Dallas and North Texas Estate Planning Councils
  • Dallas Bar Association: Probate
  • Dallas Estate Planning Council
  • The College of the State Bar of Texas
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