Kimberly E. Stein

Kimberly E. Stein

Partner

216.696.4200 x1037 or 216.535.1037
kstein@sssb-law.com


Biography

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.

Licensed to Practice

Ohio,Florida

Education

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

Professional Involvement

  • Member, Estate Planning Council of Cleveland
    • Board of Directors, 2017 - present
    • Programming Chair
  • Member, Tax Club of Cleveland

Awards & Honors

  • Best Lawyers: Ones to Watch 2021
    • Tax Law
    • Trusts and Estates

 

Recent Articles & Presentations

  • What’s New in Tax Planning, CMBA Estate Planning, Probate & Trust Law Section Meeting, January 2020
  • Basis Planning Strategies, Akron Tax and Estate Planning Council, January 2020
  • Federal Tax Update, CMBA Estate Planning Institute, October 2019
  • Advisors, Protectors, Directors, Oh My: An Overview of the Uniform Directed Trust Act, Probate Law Journal of Ohio, March/April 2018
  • Tax Update, Estate Planning Council of Cleveland, January 2018, Sept/Oct 2017 & Jan/Feb 2017
  • Federal Tax Update, The CMBA’s Estate Planning, Probate & Trust Law Section’s 44th Annual Estate Planning Institute, 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

Areas of Practice

Licensed to Practice

Ohio,Florida

Awards & Recognition

Kimberly E. Stein
Kimberly E. Stein
Partner
216.696.4200 x1037 or 216.535.1037
kstein@sssb-law.com

Biography

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.

Licensed to Practice

Ohio,Florida

Areas of Practice

  • Trusts & Estates
  • Charitable Planning
  • Estate Planning
  • Family Foundations
  • Fiduciary Representation
  • Gift, Estate, and GST Tax Planning
  • Income Tax Planning
  • Probate and Estate Administration
  • Trusts and Trust Administration
  • Business Law
  • Business Succession Planning
  • Nonprofit Organizations
  • Taxation

Education

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

Professional Involvement

  • Member, Estate Planning Council of Cleveland
    • Board of Directors, 2017 - present
    • Programming Chair
  • Member, Tax Club of Cleveland
Kimberly E. Stein
Partner
216.696.4200 x1037 or 216.535.1037
kstein@sssb-law.com

Awards & Honors

  • Best Lawyers: Ones to Watch 2021
    • Tax Law
    • Trusts and Estates

 

Recent Articles & Presentations

  • What’s New in Tax Planning, CMBA Estate Planning, Probate & Trust Law Section Meeting, January 2020
  • Basis Planning Strategies, Akron Tax and Estate Planning Council, January 2020
  • Federal Tax Update, CMBA Estate Planning Institute, October 2019
  • Advisors, Protectors, Directors, Oh My: An Overview of the Uniform Directed Trust Act, Probate Law Journal of Ohio, March/April 2018
  • Tax Update, Estate Planning Council of Cleveland, January 2018, Sept/Oct 2017 & Jan/Feb 2017
  • Federal Tax Update, The CMBA’s Estate Planning, Probate & Trust Law Section’s 44th Annual Estate Planning Institute, 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