INDIVIDUAL PROFILE
Kimberly Stein

Kimberly Stein

High Net Worth 2026

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UB Greensfelder LLP
 UB Greensfelder LLP

Ranked in 1 practice area

Private Wealth Law

Ohio

1 year ranked

About

Provided by UB Greensfelder LLP

High Net Worth

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)

Chambers Review

Provided by Chambers

Chambers High Net Worth

Private Wealth Law - Ohio

Band 3
Individual Editorial

Kimberly Stein has experience advising a range of clients such as fiduciaries, individuals and businesses on all aspects of trusts and estates.

Learn more about this teamView ranking table

Strengths

Provided by Chambers

  • Kimberly Stein is wicked smart. She has a facility in tax planning that is hard to match.

    Private Wealth LawChambers High Net Worth

  • Kimberly Stein has a breadth of knowledge and sophistication, and works well in representing our firm and mutual clients.

    Private Wealth LawChambers High Net Worth

Ranked Individuals at UB Greensfelder LLP (4)

Missouri

Ohio

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