Robert R. Dunn joined Bailey Cavalieri as a Member in 2003, and its predecessor firm, Arter & Hadden, in 1991 where he became a Partner in 2000.  He has devoted a significant portion of his practice to estate planning and administration since being admitted to the Bar in 1991.

Mr. Dunn's professional practice involves the planning and implementation of many estate plans, from the basic to the more complex involving all levels of net worth, from the more modest to multi-million dollar in size.  His practice includes preparing and serving as trustee of various types of family trusts.  He has represented estates at the IRS field audit level and appellate level.  He has extensive experience in probate litigation including will contests and declaratory judgment actions.  He is also experienced in the area of tax litigation.  Mr. Dunn successfully represented an estate against the Ohio Department of Taxation in a test case to require the ODT to apply Ohio 's additional estate tax consistent with changes in federal law.  He has represented many estates at the field audit level and the IRS appellate level.

Mr. Dunn is a member of the Ohio Bar.  He is certified in Ohio as a specialist in Estate Planning, Trust and Probate Law.  He received his B.A. from the University of Kentucky, with Distinction, and his J.D. from Vanderbilt University .

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)

Practice Areas

Estate and Business Succession Planning

Trust, Estate and Fiduciary Litigation

Estate and Trust Administration

Bar Admissions

Ohio (1991)

U.S. Court of Appeals, Sixth Circuit (2002)

United States Tax Court (2000)

U.S. District Court, Southern District of Ohio (1992)

Noteworthy Matters

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.

Memberships and Community Involvement

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.

            Columbus Bar Association Judicial Screening Committee

Member, Columbus Estate Planning Council

Member, The Columbus Foundation Legal Advisory Committee

Member, The Catholic Foundation Professional Advisors Group

Honors/Awards

Best Lawyers in America (Trusts and Estates)

Ohio Super Lawyers (Estate Planning and Probate)

Website Articles

Snowbirds Come Home: Tax Policy Revision Intended To Reverse Ohio Wealth and Talent Drain

2006 Estate and Gift Tax Update