Robert R. Dunn
Member
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direct 614.229.3284
assistant 614.229.3353
Overview
- Bob has been a member of the Trusts, Estates & Wealth Transfer Group at Bailey Cavalieri since its founding in 2003, where he also serves as the firm’s Managing Director. His legal practice includes estate planning, wealth transfer, tax reduction strategies, estate and trust administration, and probate litigation. He is a fellow of the American College of Trust and Estate Counsel and is recognized in The Best Lawyers in America, Columbus CEO Top Lawyers, and Ohio Super Lawyers. Bob graduated from Vanderbilt University School of Law in 1991 and has been a member of several legal associations and boards. Bob’s practical approach and attention to detail help his clients to achieve their planning objectives.
Practice Areas
Credentials
Education
- Vanderbilt University (J.D., 1991) Associate Editor, Vanderbilt Journal of Transnational Law
Johnson & Gibbs Appellate Advocacy Award - University of Kentucky (B.A., 1988, with Distinction)
Bar Admissions
- Ohio (1991)
Court Admissions
- United States Court of Appeals, Sixth Circuit (2002)
- United States Tax Court (2000)
- United States District Court, Southern District of Ohio (1992)
Professional Highlights
Noteworthy Experience
- Representing an estate in the successful challenge to the Ohio Department of Taxation’s attempt to decouple Ohio’s additional estate tax from federal law.
- Has handled several cases at the appellate level and before the Ohio Supreme Court.
Publications & Speaking Engagements
- Client Alert: American Taxpayer Relief Act of 2012
- Client Alert: An Important New Asset Protection Tool: The Ohio Legacy Trust Act, March 2013
- Client Alert: Estate Planning and Tax Issues after DOMA is Ruled Unconstitutional, August 2013
- Client Alert: Happy New Year! The Death Tax Lives
- Estate Planning and Administration in the Digital Age, September 2014
- Tax Apportionment: How it Works, Why it Matters (Columbus Daily Reporter)
- Premarital Agreements: Key Element of Effective Long-Term Financial Plan (Business First)
- Estate Planning and Transfer Tax Updates: February 2009
- Snowbirds Come Home: Tax Policy Revision Intended to Reverse Ohio Wealth and Talent Drain
Bob has given numerous presentations to the Columbus Bar Association and the Ohio State Bar Association, as well as to charitable entities including the Columbus Foundation, the Catholic Foundation, the Central Ohio Planned Giving Council, and the Columbus Jewish Foundation on topics such as gifting of retirement assets to charity, estate tax apportionment, Ohio estate tax issues, and qualified personal residence trusts.
Professional Recognition
- Peer Review Rated AV in Martindale Hubbell
- Best Lawyers in America®, 2008-present (Trusts and Estates)
- Columbus CEO Top Lawyer (Trusts and Estates)
- Ohio Super Lawyers, 2023 -present (Estate Planning and Probate)
Affiliations and Civic Involvement
- Fellow, The American College of Trust and Estate Counsel (ACTEC)
- Certified Specialist in Estate Planning, Trust and Probate Law (Ohio State Bar Association)
- Member, American Bar Association, Section of Real Property, Probate and Trust Law
- Member, Ohio State Bar Association, Probate and Trust Law Section
- Member, Columbus Bar Association, Probate Committee, Estate and Gift Tax Committee
- Board of Directors of the Columbus Bar Services Agency, Inc.
- Member, Columbus Estate Planning Council
- Member, The Columbus Foundation Legal Advisory Committee
- Member, The Catholic Foundation Professional Advisors Group
- Board of Trustees, Mount Carmel Health System Foundation
- Lawyers Club of Columbus (President, 2009)
- Bob has been a member of the Trusts, Estates & Wealth Transfer Group at Bailey Cavalieri since its founding in 2003, where he also serves as the firm’s Managing Director. His legal practice includes estate planning, wealth transfer, tax reduction strategies, estate and trust administration, and probate litigation. He is a fellow of the American College of Trust and Estate Counsel and is recognized in The Best Lawyers in America, Columbus CEO Top Lawyers, and Ohio Super Lawyers. Bob graduated from Vanderbilt University School of Law in 1991 and has been a member of several legal associations and boards. Bob’s practical approach and attention to detail help his clients to achieve their planning objectives.
Practice Areas
Education
- Vanderbilt University (J.D., 1991) Associate Editor, Vanderbilt Journal of Transnational Law
Johnson & Gibbs Appellate Advocacy Award - University of Kentucky (B.A., 1988, with Distinction)
Bar Admissions
- Ohio (1991)
Court Admissions
- United States Court of Appeals, Sixth Circuit (2002)
- United States Tax Court (2000)
- United States District Court, Southern District of Ohio (1992)
Noteworthy Experience
- Representing an estate in the successful challenge to the Ohio Department of Taxation’s attempt to decouple Ohio’s additional estate tax from federal law.
- Has handled several cases at the appellate level and before the Ohio Supreme Court.
Publications & Speaking Engagements
- Client Alert: American Taxpayer Relief Act of 2012
- Client Alert: An Important New Asset Protection Tool: The Ohio Legacy Trust Act, March 2013
- Client Alert: Estate Planning and Tax Issues after DOMA is Ruled Unconstitutional, August 2013
- Client Alert: Happy New Year! The Death Tax Lives
- Estate Planning and Administration in the Digital Age, September 2014
- Tax Apportionment: How it Works, Why it Matters (Columbus Daily Reporter)
- Premarital Agreements: Key Element of Effective Long-Term Financial Plan (Business First)
- Estate Planning and Transfer Tax Updates: February 2009
- Snowbirds Come Home: Tax Policy Revision Intended to Reverse Ohio Wealth and Talent Drain
Bob has given numerous presentations to the Columbus Bar Association and the Ohio State Bar Association, as well as to charitable entities including the Columbus Foundation, the Catholic Foundation, the Central Ohio Planned Giving Council, and the Columbus Jewish Foundation on topics such as gifting of retirement assets to charity, estate tax apportionment, Ohio estate tax issues, and qualified personal residence trusts.
Professional Recognition
- Peer Review Rated AV in Martindale Hubbell
- Best Lawyers in America®, 2008-present (Trusts and Estates)
- Columbus CEO Top Lawyer (Trusts and Estates)
- Ohio Super Lawyers, 2023 -present (Estate Planning and Probate)
Affiliations and Civic Involvement
- Fellow, The American College of Trust and Estate Counsel (ACTEC)
- Certified Specialist in Estate Planning, Trust and Probate Law (Ohio State Bar Association)
- Member, American Bar Association, Section of Real Property, Probate and Trust Law
- Member, Ohio State Bar Association, Probate and Trust Law Section
- Member, Columbus Bar Association, Probate Committee, Estate and Gift Tax Committee
- Board of Directors of the Columbus Bar Services Agency, Inc.
- Member, Columbus Estate Planning Council
- Member, The Columbus Foundation Legal Advisory Committee
- Member, The Catholic Foundation Professional Advisors Group
- Board of Trustees, Mount Carmel Health System Foundation
- Lawyers Club of Columbus (President, 2009)
An Important New Asset Protection Tool: The Ohio Legacy Trust Act
Ohio House Bill 479, which was recently signed into law by Governor Kasich, permits the creation of a new type of trust in Ohio, the "Legacy Trust", allowing an individual to more effectively shield assets from future creditors. Historically, if... Read More
CARES Act Provides Tax Relief and Refund Opportunities by Removing Restrictions on Use of Net Operating Losses and Excess Business Losses
April 2020 The Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”), enacted on March 27, 2020, includes tax relief provisions designed to provide financial assistance and stimulus to address the economic impacts of COVID-19. The CARES Act amends the... Read More
Flexibility and Core Practices: Considerations in Estate Planning for Middle Aged Clients Below the Exemption Amount
This article is based on a presentation by the author at the 2019 meeting of the Ohio fellows of The American College of Trust and Estate Counsel. Read More Read More