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Naples Office
1395 Panther Lane
Suite 300
Naples, Florida 34109

Contact
(239) 434-4965
Fax: (239) 213-5431


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  Tax
  Corporate Services
  Trusts and Estates

Kimberley A. Dillon / Associate
Professional Experience
Kimberley Dillon has a master’s degree in taxation and practices in the areas of estate planning, estate and trust administration, general business law, corporate services, tax controversy, and tax planning. She advises individuals and businesses on a variety of tax matters including individual income and estate tax consequences, corporate and partnership tax consequences, and international tax consequences. Ms. Dillon’s recent experience includes:
  • Advice concerning tax controversies against the Internal Revenue Service.

  • Tax analysis and advice to individuals, limited liability companies, partnerships, and corporations.

  • Assisting Board of Directors of not-for-profit corporations in obtaining and maintaining federal tax exemption.

  • Drafting wills, trusts, charitable lead trusts, qualified personal residence trusts, qualified domestic trusts, and grantor retained annuity trusts.

  • Consulting regarding preparation of individual, estate, and trust tax returns.

  • Estate and trust administration, including complex estate and trust administration matters.
Education and Honors
  • University of Florida Levin College of Law (LL.M., 2006)
    Ms. Dillon (Belcastro) earned her LL.M. in Taxation from the University of Florida Levin College of Law where she served as a research assistant for Professor Denis Calfee.
  • University of Florida Levin College of Law (J.D., magna cum laude, 2005)
    Florida Law Review (Board Member). Order of the Coif. Phi Alpha Delta.
  • Charleston Southern University (B.S., summa cum laude, 2002)
    Degree: Environmental Management with a minor in Economics. NCAA Division I Tennis in singles and doubles.
Bar Admissions
West Virginia, 2006
Florida, 2005

Professional Recognition
Selected as a “40 Under 40” recipient by Gulfshore Business magazine (2011).

Selected for inclusion in Florida Super Lawyers-Rising Star 2009, 2011-2013 Editions (Business/Corporate).

Professional and Civic Activities
  • The Florida Bar (Member, Real Property and Probate Section).

  • Chair of the YMCA of the Palms Board of Endowment.

  • YMCA of the Palms Board of Trustees. 

  • Collier County Women’s Bar Association (Board of Directors).

  • Collier County Bar Association (Member).
Selected Presentations/Publications
Author, “Why Estate Planning is Still Necessary,” Naples Daily News Estate Planning Council Supplement, March 13, 2011.

Author, “Tax Impact of Owning Property Outside Florida,” Naples Daily News Estate Planning Council 25th Anniversary Supplement, March 14, 2010.