KIMBERLY T. SMITH is an associate at Brody Wilkinson and is a member of the firm’s Trusts & Estates Group. Kimberly assists clients with their estate and tax planning and estate administration needs. Kimberly’s clients range from newly married individuals planning for their future family to high net worth individuals planning for the next generation. Kimberly is especially effective at explaining complex estate planning techniques in a clear, understandable way for her clients.

Kimberly is admitted to practice in Connecticut, New York, and Massachusetts. She joined the firm in 2019. Kimberly is a current member of the New York Bar Association, the New York Women’s Bar Association, and the Connecticut Bar Association. She currently serves on the executive committee of the Connecticut Bar Association’s Estates and Probate Section, is a member of the Young Lawyers Section, and is an appointed member of the Legislative and Policy Review Committee (LPRC). Kimberly is a graduate of the inaugural class of the Connecticut Professionals’ Leadership Academy. She was recently selected as a participant in class II of the New England Fellows Institute created by the Fellows of the American College of Trust and Estate Counsel (ACTEC).

Kimberly received her B.A. from the State University of New York at Albany in 2013, her J.D. from Suffolk University Law School in 2016, and her LL.M. in Taxation with a certificate in estate planning from Georgetown University Law Center in 2017. Prior to practicing at Brody Wilkinson, she worked at a New York City law firm where she gained extensive experience drafting complex tax and estate planning documents for high net worth individuals, international clients, and owners of closely held businesses.

Jul 3, 24
Beneficiary designations in theory sound like a wonderful idea. Clients are able to name individuals to receive the assets in the account upon their death without probate. However, having a beneficiary designation on an account is not always advisable. Our recommendations often depend on the family situation and the estate […]
May 22, 23
The world of estate planning is ever changing, and what may have been the proper way to set up a trust for a special needs individual may be different now than it was a few years ago.  It is important to ensure that any beneficiary designations for individuals with disabled […]
Aug 29, 22
A disclaimer trust is a flexible estate planning tool which allows one spouse (“the first spouse”) to leave all of the first spouse’s assets outright to the surviving spouse, but allows the surviving spouse to decide to not accept (i.e., disclaim) all or any portion of the assets.  The estate […]
Apr 27, 22
Kate and Mary had been together since 2008 but never married.  Eager to start their family, Kate was implanted with embryos created with Mary’s egg and the two happily welcomed their son Matthew.  Unfortunately for Kate, even though this was her son whom she carried for nine months, she was […]
Apr 2, 20
The Uniform Trust Code, which went into effect January 1, 2020, creates new obligations for the trustee of an intervivos trust.  The trustee now has a duty to provide an annual financial report to beneficiaries, unless waived under the trust agreement or by the beneficiaries.  In addition, the trustee has […]