November 29, 2022 – Ulmer & Berne LLP is pleased to announce that Partner Kimberly E. Stein has been elected by the Board of Regents of The American College of Trust and Estate Counsel (ACTEC) as a Fellow. Lawyers and law professors are elected to be Fellows based on their outstanding reputation, exceptional skill, and substantial contributions to the field.
“Kim is a tremendous individual who brings a wealth of knowledge and experience to our team, her clients, and her profession,” said James A. Goldsmith, Group Leader of Ulmer’s Trusts & Estates Practice Group. “She is an exceptional trust and estate attorney, and we are thrilled she has been selected for this prestigious honor.”
Stein joined Ulmer in June 2022. 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, Stein is named to the Best Lawyers® Ones to Watch lists for Trusts and Estates and Tax Law.
In addition to her practice, Stein has held leadership roles with several professional organizations, including as Board Member and Vice Chair for the Estate Planning Council of Cleveland and as past Chair of the Cleveland Metropolitan Bar Association’s Estate Planning, Probate & Trust Law Section. Stein also serves on the local Board of Directors of the Anti-Defamation League, the Professional Advisory Council of the Jewish Federation of Cleveland, and the Board of Directors of Gross Schechter Day School. She earned her undergraduate degree with honors from the University of Rochester and her J.D. from Cornell Law School.
Established in 1949, The American College of Trust and Estate Counsel (ACTEC) is a national, nonprofit association of approximately 2,400 lawyers and law professors from throughout the United States and abroad. ACTEC members (Fellows) are peer-elected based on professional reputation and expertise in the preparation of wills and trusts, estate planning, probate, trust administration and related practice areas. The College’s mission includes the improvement and reform of probate, trust and tax laws and procedures and professional practice standards. ACTEC frequently offers technical comments with regard to legislation and regulations but does not take positions on matters of policy or political objectives.