Walter Haverfield Attorney

Alexis J. Kim

  • Associate
  • Cleveland Direct: 216.619.7859
  • Cleveland Fax: 216.916.2443

Overview

Alexis is an attorney with Walter | Haverfield in the Tax and Wealth Management group. She focuses her practice on federal, state and local tax planning, estate and succession planning.

Alexis earned her J.D. magna cum laude from Cleveland-Marshall College of Law, where she was executive editor of the Cleveland State Law Review. While at Cleveland-Marshall, Alexis was an extern with both the Honorable Judge Anthony J. Russo at the Cuyahoga County Probate Court and the Honorable Chief Justice Maureen O'Connor of the Ohio Supreme Court.

Prior to her legal career, Alexis worked in the public sector as a claims adjudicator at the State of Ohio Rehabilitation Services Commission.

Experience

ESTATE PLANNING
  • Assists in planning and preparing both simple and complex estate plans.
  • Works on creative options to transfer wealth to future generations while minimizing estate and generation skipping transfer taxes.
SUCCESSION PLANNING
  • Assists clients in succession planning for closely held business entities.
  • Works on corporate acquisitions and redemptions.
FOUNDATIONS & TAX-EXEMPT ORGANIZATIONS
  • Advises and assists clients in all steps of setting up both public charities and private foundations and obtaining favorable determinations from IRS.
  • Guides clients through reinstatement of tax exempt status following automatic revocation.
  • Advises clients on continuing compliance issues and private foundation excise taxes.
FEDERAL, STATE & LOCAL TAX
  • Obtains private letter rulings from the IRS on various tax issues.
  • Assists in gift planning to maximize estate, gift and generation skipping tax savings.
  • Advises and guide clients through Offshore Voluntary Disclosure for previously unreported foreign bank accounts.

Recognition

  • In an online article which appeared on October 10, 2015 on Cleveland.com, Alexis J. Kim noted that those who rent their properties for the Republican National Convention may be able to share their tax burden with their tenants. This article, titled, "Renting out your house for the RNC? Here are some things to consider," was written by reporter Michelle Jarboe.
  • Cleveland-Marshall Law Alumni Association Life Member Scholarship Recipient
  • CALI Excellence for the Future Award for Taxation of Business Enterprises
  • Dayton C. Miller Honor Society

Articles

Presentations

Associations

  • Ohio State Bar Association
  • Cleveland Metropolitan Bar Association (Women in the Law Section and Estate Planning Section)

Podcasts

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