Kimberly Stein

Practice Areas

Kim Stein advises individuals, fiduciaries, family groups, and business and charitable organizations on matters relating to estate and retirement planning, tax matters and controversies, and trust and estate administration. She also advises on the formation, qualification, and ongoing compliance of charitable organizations. She develops tax planning strategies for clients and strives to reduce, defer, or eliminate the imposition of transfer taxes in connection with estate planning goals.

Professional Memberships

Cleveland Metropolitan Bar Association (Estate Planning, Probate and Trust Law Section)

Estate Planning Council of Cleveland

National Association of Estate Planners & Councils (Accredited Estate Planner®)

Tax Club of Cleveland

Uniform Law Commission on Conflict of Laws in Trusts and Estates

Ohio State Bar Association (Member, Estate Planning, Trust and Probate Law Section; Taxation Committee; Women in the Profession Section)

American College of Trust and Estate Council (Fellow)

Florida Bar Association (Real Property, Probate Law Section; Tax Law Section)

American Bar Association (Real Property, Trust & Estate Law Section; Taxation Section)