Kevin G. Robertson

Partner

Cleveland
T +1.216.861.7977
F +1.216.696.0740

Overview

Kevin Robertson focuses his practice on wealth planning for high-net-worth families, including the preparation and administration of trusts and estates, preparation of wills and powers of attorney, and business succession planning. He aims to accomplish his clients' objectives while minimizing estate, gift and income tax consequences, and he negotiates with the IRS to resolve federal tax issues on behalf of individuals, estates and trusts. Kevin also helps his clients plan for distributions from retirement plans and individual retirement accounts as well as for charitable giving, including split-interest charitable trusts.

Select Experience

  • Conducts succession planning for the control of family businesses with values in excess of $100 million, from one generation to the next.
  • Handles gift and estate tax returns and audit negotiations for gifts and estates ranging in value from thousands of dollars to more than $1 billion.
  • Works with several high-net-worth family offices, providing advice regarding family trust arrangements, private trust companies and a wide range of tax and estate planning matters.
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Experience

  • Conducts succession planning for the control of family businesses with values in excess of $100 million, from one generation to the next.
  • Handles gift and estate tax returns and audit negotiations for gifts and estates ranging in value from thousands of dollars to more than $1 billion.
  • Works with several high-net-worth family offices, providing advice regarding family trust arrangements, private trust companies and a wide range of tax and estate planning matters.
  • Is a member of a team serving as the primary legal counsel to multiple interrelated family trusts, providing continual advice associated with trust administration and fiduciary compliance matters.

Recognitions and Memberships

Recognitions

  • Chambers HNW: Private Wealth in Ohio (2016)
  • The Best Lawyers in America© (2006 to 2017)
    • Cleveland: Trusts and Estates
      • Best Lawyers® 2016 "Lawyer of the Year"
  • Martindale-Hubbell: AV Preeminent
  • Ohio "Super Lawyer" (2004 to 2006, 2008 to 2017)

Memberships

  • American College of Trust and Estate Counsel (ACTEC): Fellow
  • Ohio State Bar Association
    • Estate Planning, Trust and Probate Law Section Council: Former Chairman
  • Probate Law Journal: Editorial Advisory Board
  • Case Western Reserve University
    • Estate Planning Advisory Council: Former Chairman

Community

  • Jewish Family Service Association: Board Member

Admissions

  • U.S. District Court, Northern District of Ohio, 1984
  • U.S. Tax Court, 1989
  • Ohio, 1984

Education

  • J.D., Case Western Reserve University School of Law, 1984
  • B.S., Case Western Reserve University, 1981