Robert Dunn
Practice Areas
* Bankruptcy
* Communications, Energy, and Public Utilities
* Corporate and Business
* Director and Officer Liability
* Employee Benefits
* Estates, Trusts and Probate
- Probate and Trust Practice
- Probate and Trust Litigation
- Business Succession Planning
* Green Energy
* Health Care
* Labor and Employment
* Litigation
* Real Estate
* Tax
Bailey Cavalieri LLC provides a full range of estate planning services designed to achieve the personal objectives of our clients. Our services include advice on the transfer of our clients' assets in a manner consistent with their personal goals and in the most tax efficient manner. Our attorneys also have significant experience in succession planning for owners of closely held businesses.
Our attorneys prepare wills, trusts (revocable and irrevocable), powers of attorney, living wills, and charitable giving documents tailored to the needs of the individual client. We also assist our clients in maintaining the proper titling of assets. We review carefully the income tax, gift tax, estate tax, and generation-skipping transfer tax consequences of our planning documents. We have extensive experience in the preparation of gift tax returns for our clients. We also assist in planning and drafting charitable giving alternatives, including outright charitable gifts, charitable remainder and lead trusts, and charitable gift annuities.
Probate and Trust Practice | Our firm has significant experience in the representation of fiduciaries and beneficiaries of estates and trusts. We provide counsel in all areas of estate and trust administration. We prepare the necessary federal and state estate tax returns as well as income tax returns for estates and trusts.
Probate and Trust Litigation | Our firm has been engaged to represent executors and beneficiaries on a wide variety of issues relating to estate and/or trust administration. We also have experience in litigation with respect to estate, gift and income tax issues for trusts and estates.
Business Succession Planning | Business succession planning is an extremely important consideration for closely held businesses. Many businesses fail upon the retirement or death of the primary owner because an effective succession plan was never implemented.
A business succession plan includes not only business considerations, but also personal and tax considerations. Our lawyers are experienced in helping businesses plan for and transition to the future.
Each business succession plan has unique components based on the circumstances surrounding its owners and the likely successors. In broad terms, business succession plans generally involve the following:
* Reviewing and updating corporate books and records,
* Developing a strategy for succession,
* Monitoring the progress of the succession plan, and making changes as business and other factors warrant it,
* Coordinating the plan with personal retirement planning, and
* Coordinating the plan with business tax planning, individual income tax planning, and estate and gift tax arrangements.
Ohio State Bar Association Certified Specialist - Estate Planning, Trust & Probate Law
Robert Dunn
Bailey Cavalieri LLC
10 W Broad St #2100
Columbus OH 43215-3422
Tel: 614 229-3284
Fax: 614 221-0479
E-mail: robert.dunn@baileycavalieri.com
Practice Areas
* Estates, Trusts and Probate
- Estate and Business Succession Planning
- Trust, Estate and Fiduciary Litigation
- Estate and Trust Administration
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.
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