A partner in Ropes & Gray’s private client group, clients turn to Kimberly E. Cohen for her strategic planning advice and overall expertise in the estate planning arena. Kim is perennially ranked at the top of her field by The Best Lawyers in America and Chambers.
Kim’s practice covers both the Boston and New York regions, where she regularly counsels entrepreneurs, partners of private equity firms, venture capitalists, private and public company officers and shareholders, and high net-worth individuals and families in the development and implementation of sophisticated planning techniques to aid with accumulation, preservation and transfer of wealth.
A source praised Kim’s work to Chambers High Net Worth, saying “Kim is incredibly intelligent, extremely personable, always available, and what’s neat about her is that she’s able to straddle the Boston and New York networks. Her skill level is focused on private equity and hedge fund clients, which is a discipline that requires very precise skills and being on top of the legislative environment.”
Kim is a trustee for many family trusts, working closely with clients in providing strategic advice on the investment, tax and legal aspects of these arrangements and advising trust beneficiaries. Her practice also involves advising clients in achieving philanthropic goals using private foundations, charitable remainder and lead trusts, charitable gift annuities and endowment planning designed to accomplish efficient tax results.
Kim is a frequent lecturer on new developments in the estate planning area including at the Heckerling Institute on Estate Planning, The American College of Trust and Estate Counsel (“ACTEC”) Annual Meeting and The American Law Institute.
EDUCATION :
- JD, magna cum laude, Cornell Law School, 1997; Order of the Coif
- BA (Economics and Psychology), with Honors, Dartmouth College, 1994
ADMISSIONS :
- New York, 2009
- Massachusetts, 1997
MEMBERSHIP & AFFILIATIONS :
- Fellow, American College of Trust and Estates Counsel (ACTEC)
- Boston Bar Association, Trusts & Estates section
- Massachusetts Bar Association
- Dartmouth College Women’s Ice Hockey Advisory Board
Cost
Rate : $$$