Kimberley Dillon

Board-certified trust, estate and legacy counsel 

Kimberley Dillon advises individuals, families, family offices and businesses on a variety of tax matters, while specializing in minimizing a family's potential estate and generation-skipping transfer tax consequences. A Florida Bar board certified wills, trusts and estates attorney with a master’s degree in taxation, Kim brings deep knowledge of the tax code to the legal advice she gives regarding:

• Estate planning, including estate and trust administration
• Tax planning
• Tax controversy resolution

Kim works from the premise that every family is unique — in the assets it possesses and seeks to preserve but also in its personalities, sensibilities and priorities. Clients appreciate Kim’s ability to tailor estate plans and trusts to specific individual, family and legacy goals.

• Drafting trust and estate documents, including wills, trusts, charitable lead trusts, qualified personal residence trusts, qualified domestic trusts, irrevocable insurance trusts, intentionally defective grantor trusts and grantor retained annuity trusts.
• Advising and serving as an expert on generation-skipping tax transfers and related issues.
• Advising and conducting estate and trust administration, including complex estate and trust administration matters.
• Conducting audits of complex and high-net-worth estates.
• Representing clients in tax controversies before the Internal Revenue Service.
• Providing tax analysis and advice to individuals, limited liability companies, partnerships and corporations.
• Advising on tax exempt status and assisting not-for-profit corporations’ boards of directors in obtaining and maintaining federal tax exemption.
• Consulting on tax returns, including preparation of individual, estate and trust returns.