International Society of Primerus Law Firms
Kimberly E. Stein
Practice Areas:

Cleveland Attorney
Kimberly E. Stein

Phone: 216.696.4200


Languages: English

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.

Practice Areas

  • Taxation
  • Trusts & Estates


  • 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
    • Programming Chair
  • Tax Club of Cleveland

Awards and Honors

  • Recognized in Best Lawyers: Ones to Watch (2021-2022) for work in:
    • Tax Law
    • Trusts and Estates

Recent Articles & Presentations

  • Are Your Powerholders Independent? Dissecting Internal Revenue Code Section 672, Probate Law Journal of Ohio, July/August 2021
  • 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)
  • Federal Tax Update, The CMBA’s Estate Planning, Probate & Trust Law Section’s 44th Annual Estate Planning Institute 2017
  • Tax Update, Estate Planning Council of Cleveland (Jan/Feb 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)

Contact This Firm

Schneider Smeltz Spieth Bell LLP

1375 East 9th Street
Suite 900
Cleveland, OH 44114
United States

Law Firm Contact: David M. Lenz

Tel: 216.696.4200

Fax: 216.696.7303



Member Since: 2005

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