Portrait of Kimberly E. Stein

Kimberly E. Stein

Partner

Clients benefit from Kim’s experience in all aspects of trust and estate planning and administration. In her practice, she 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. She also develops tax planning strategies for clients and strives to reduce, defer, or eliminate the imposition of transfer taxes in connection with estate planning goals. In recognition of her skill in handling complex trusts and estate matters, Kim has been named to the Best Lawyers® list for Trusts and Estates and Tax Law.

    Education

    • University of Rochester (B.A., magna cum laude, 2004)
    • Cornell Law School (J.D., 2008)

    Bar Admissions

    • Ohio
    • Florida
    • U.S. Tax Court

    Professional Affiliations

    • Cleveland Metropolitan Bar Association (Estate Planning, Probate and Trust Law Section; Section Officer, 2011-2015, including Chair, 2014-2015; Member and Council of Delegates, 2008-present)
    • Estate Planning Council of Cleveland (Member, 2008-present; President, 2023-2024; Board Member, 2018-present; Executive Committee, 2019-present)
    • National Association of Estate Planners & Councils (Accredited Estate Planner®, 2022)
    • Tax Club of Cleveland
    • Uniform Law Commission on Conflict of Laws in Trusts and Estates (Observer, 2020-present)
    • Ohio State Bar Association (Member, 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)

    Community Involvement

    • Anti-Defamation League, Ohio/Kentucky/Allegheny Region (Board of Directors, 2012-present)
    • Jewish Federation of Cleveland (Professional Advisory Council, 2017-present)
    • Gross Schechter Day School (Board of Directors, 2019-present)

    Awards & Honors

    • Ranked as one of Ohio’s “Leaders in Their Field” in Private Wealth Law by Chambers High Net Worth Guide (2026)
    • American College of Trust and Estate Council (Fellow)
    • Named to the Ohio Super Lawyers list (2025; 2026)
    • Named to The Best Lawyers in America, Tax Law; Trusts and Estates (2024-2026)
    • Named to the Best Lawyers Ones to Watch, Trusts and Estates, Tax Law (2021-2023)

Kimberly E. Stein

Clients benefit from Kim’s experience in all aspects of trust and estate planning and administration. In her practice, she 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. She also develops tax planning strategies for clients and strives to reduce, defer, or eliminate the imposition of transfer taxes in connection with estate planning goals. In recognition of her skill in handling complex trusts and estate matters, Kim has been named to the Best Lawyers® list for Trusts and Estates and Tax Law.