Robert R. Dunn
p: (614) 229-3284
f: (614) 221-0479

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Practice Areas

Robert R. Dunn, Member

Bob's 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. Bob 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 field audit level and the IRS appellate level. Bob is certified in Ohio as a specialist in Estate Planning, Trust and Probate Law. He is listed in the most recent editions of The Best Lawyers in America and Ohio Super Lawyers. He received his B.A. from the University of Kentucky, with Distinction, and his J.D. from Vanderbilt University.

Articles/Publications

• Client Alert: Estate Tax Repeal? March 2010
• 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 (view article)
• Snowbirds Come Home: Tax Policy Revision Intended to Reverse Ohio Wealth and Talent Drain (view article)
• 2006 Estate and Gift Tax Update

Presentations

• 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 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.

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.
• 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 (2009-2010)
• Lawyers Club of Columbus (President, 2009)

Honors and Awards

• Best Lawyers in America 2009, 2010 (Trusts and Estates)
• Ohio Super Lawyers 2008, 2009, 2010 (Estate Planning and Probate)