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 has significant experience with a broad practice, counseling individuals, business owners, families and fiduciaries in all aspects of estate planning and trust administration. He also represents fiduciaries and beneficiaries in intra-family estate and trust disputes, advises on the preparation of estate and gift tax returns and offers counsel on fiduciary income tax issues. 

Kevin also has experience advising Class 3 firearm owners as to the establishment of firearms trusts and advising charitable organizations and private foundations.

Select Experience

Estate Planning
  • Represents high net worth clients in a variety of estate planning matters, including, but not limited to, 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 to, 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