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.

Bar Admissions

• Florida
• West Virginia

Education

• 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.

• Northwestern University, Kellogg School of Management, Certificate, Quarles & Brady Leadership Program (2018)

• University of Florida (LL.M., 2006)
  • Research Assistant for Professor 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

• IRS Grants Filing and Payment Deadline Relief to Taxpayers in Florida Counties Impacted by Hurricane Irma
• “Tax Impact of Owning Property Outside Florida”
• “Why Estate Planning is Still Necessary”