Kimberly E. Stein

Kimberly E. Stein




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



  • 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

    • Member, Board of Directors, 2017 - present

  • Tax Club of Cleveland

Recent Articles & Presentations

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 (Jan 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


Awards & Recognition

ACTEC AV Peer Review Rated Best Law Firms Primerus Worlds Finest Law Firms Super Lawyers