Kevin R. McKinnis

Associate

Cleveland
T +1.216.861.7033
F +1.216.696.0740

Overview

Kevin McKinnis is an estate planning and tax attorney who focuses on counseling families, fiduciaries, private foundations and charities. Additionally, he has considerable experience representing fiduciaries and beneficiaries in intra-family estate and trust disputes. Kevin works closely with clients to achieve their goals in a tax efficient manner and to ensure the smooth transition of closely held businesses to the next generation.

Select Experience

Estate Planning
  • Represents high-net-worth clients in a variety of estate planning matters including but not limited the creation of multigenerational trusts, private family foundations, business succession planning and asset protection planning.
Trusts and Estates
  • Advises and assists individual and institutional executors and trustees in the administration of estates and trusts.
  • Offers guidance to clients regarding the preparation of estate tax returns, inventories, accountings, and fiduciary income tax reporting requirements.
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Experience

Estate Planning
  • Represents high-net-worth clients in a variety of estate planning matters including but not limited the creation of multigenerational trusts, private family foundations, business succession planning and asset protection planning.
Trusts and Estates
  • Advises and assists individual and institutional executors and trustees in the administration of estates and trusts.
  • Offers guidance to clients regarding the preparation of estate tax returns, inventories, accountings, and fiduciary income tax reporting requirements.
Private Foundations and Charities
  • Provides guidance as to the formation, governance and maintenance of charitable funds.
Estate and Trust Litigation
  • Advised and assisted multiple fiduciaries in reaching settlement agreements with beneficiaries in both estates and trusts.
  • Lead associate in dispute among five family members over the disposition of assets held in family member’s trust.
  • Lead associate in $4.5 million trust dispute between family members.

Recognitions and Memberships

Memberships

  • Ohio State Bar Association
  • Estate Planning Council of Cleveland
  • Cleveland Metropolitan Bar Association
  • American Bar Association
  • Florida Bar Association

Community

  • Cleveland Sight Center
    • Finance Committee (2016 to Present)
    • Visionaries Young Professionals Group: Past Co-Chair (2018 to 2019)
    • Board of Trustees (2018 to Present)

Prior Positions

  • The Honorable Anthony J. Russo, Cuyahoga County Probate Court: Extern

Admissions

  • Ohio
  • Florida

Education

  • J.D., Cleveland-Marshall College of Law, 2014, cum laude; Cleveland State Law Review, Managing Editor
  • B.A., Grove City College, 2011; Grove City College Journal of Law and Public Policy, Content Editor and Citation Editor