Kimberly E. Stein

Kimberly E. Stein



Areas of Practice

Licensed to Practice



Kim advises individuals, fiduciaries, family groups, and business and charitable organizations on matters relating to estate and retirement planning; individual, fiduciary, and corporate income and transfer tax matters and controversies; trust and estate administration; and formation, qualification, and ongoing compliance of charitable organizations.


  • Cornell Law School, 2008
    • J.D. with concentration in Business Law and Regulation
  • University of Rochester, 2004
    • B.A., magna cum laude

Admissions & Associations

  • State of Ohio
  • State of Florida
  • United States Tax Court
  • Cleveland Metropolitan Bar Association
    • Estate Planning & Trust Section (Section Chair, 2014-2015)
  • Ohio State Bar Association
    • Estate Planning, Trust and Probate Law Section
    • Taxation Committee
    • Women in the Profession Section
  • Florida Bar Association
    • Real Property, Probate Law Section
    • Tax Law Section
  • American Bar Association
    • Real Property, Trust & Estate Law Section
    • Taxation Section


Professional Involvement

  • Estate Planning Council of Cleveland
  • Tax Club of Cleveland

Recent Articles & Presentations

Tax Update, Estate Planning Council of Cleveland (Jan/Feb 2017)

Ohio Law Update, 41st Annual Cleveland Metropolitan Bar Association Estate Planning Institute (October 2014)

A Bundle of Joy: Final IRS Income Tax Regulations on Deducting Bundled Fees, Probate Law Journal of Ohio (Sept/Oct 2015)

The Times, They Are A-Changin’: Income Limits on Roth IRA Conversion Set to Disappear in 2010, CMBA Bar Journal (December 2009)

Awards & Recognition

ACTEC Martindale-Hubbil Best Lawyers Primerus Super Lawyers