About Kim

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.

Experience in Action

  • 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.

Professional Recognitions

  • The Best Lawyers in America®, Trusts and Estates, 2018-present, Tax Law, 2021, 2022, 2023
  • Naples Illustrated's "Top Lawyers," Tax Law, Trusts and Estates, 2019-2021
  • Florida Super Lawyers, Estate & Probate, 2018-2022
  • "40 Under 40" recipient by Gulfshore Business magazine, 2011
  • Florida Super Lawyers-Rising Star, Business/Corporate, 2009, 2011-2017
  • Martindale-Hubbell® AV Preeminent Peer Review Rated
  • Board Certified by the Florida Bar as a Specialist in Wills, Trusts and Estates

Professional & Civic Activities

  • Collier County Women's Bar Association, past president
  • The Florida Bar, Real Property and Probate Section, member
  • YMCA of the Palms Board of Endowment
    • past chair, 2011-2013
  • YMCA of the Palms Board of Trustees, past board member, 2011-2013
  • Collier County Bar Association, member
  • Fun Time Early Childhood Academy
    • board of directors, member
    • governance committee, co-chair
  • Winged Foot Scholarship Foundation, board of directors

News & Insights

Education

Bar Admissions

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