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International Estate & Tax Planning 2013

Author(s): Robert C. Lawrence III, Robert L. Dumont, Dean C. Berry
Practice Area: Estates & Trusts, Tax
Published: Apr 2013
ISBN: 9781402419867
PLI Item #: 42212
CHB Spine #: D383

Bob Lawrence is recognized as a leading authority in both international and domestic tax, trust, succession, and personal planning matters. He concentrates on advising wealthy individuals and families with regard to international and domestic tax-efficient structures for their U.S. and global holdings with emphasis on the minimization of taxation, the management of those holdings, and the transfer of them to family members, entities, trusts and/or charities. In addition, Mr. Lawrence spends considerable time resolving disputes among family members and between families and fiduciaries.

Mr. Lawrence graduated with a B.A. from Cornell University, and he received his LL.B. and LL.M. (Taxation) from New York University School of Law.

Mr. Lawrence is a past President of The International Academy of Estate and Trust Law; a member of The American College of Trust and Estate Counsel (International Estate Planning Committee), and a member of The Society of Trust and Estate Practitioners International Committee. He is past Chairman of the International Estate Planning Subcommittee of the Tax Section of the American Bar Association. He is a member of the New York State Bar Association, Committee Member of the International Estate and Tax Planning Committee, and Member of the Association of the Bar of the City of New York. From 1982-1985, Mr. Lawrence was the Chairman of the New York City Bar Association Committee on Recruitment of Lawyers.

In recognition of his substantial experience and many professional accomplishments, Bob has been named a leading international private client and wealth management attorney by numerous independent publications and organizations, including Chambers Global (where he has ranked as a “Star” for four consecutive years and was recently referred to as “an exceptional lawyer who is extremely knowledgeable about cross-border estate planning”), Chambers USA (where he has ranked consistently in Band 1 over the years and is described as “one of the best-known names in the industry”), The Best Lawyers in America, Citywealth’s Top 100 Wealth Advisors and Managers in North America, Euromoney’s Top U.S. Tax Lawyers, Who’s Who in Law, and Who’s Who in America.

After having practiced for over 30 years with large organizations—first as a partner in Baker & McKenzie and then as the leader of Deloitte Tax LLP’s international private client practice—Robert has launched his own specialist law firm called, cleverly, Robert Dumont PLLC, and promptly appointed himself as head of the practice.  Robert advises on a broad range of tax and estate planning issues relating to the cross-border activities of private clients and international family offices.



Georgetown University Law Center, J.D., 1977

New York University School of Law, Master of Laws in Taxation, 1981



The Bar of the State of New York

The Bar of the United Kingdom and Wales (non-practicing solicitor)

The Society of Trust and Estate Practitioners (STEP)  


Recent appearances and articles

Co-Chair, Practicing Law Institute (PLI) annual conference on International Estate & Tax Planning, New York City, since 2009

International Planning for High Net Worth Families (Tax Notes International, March 2010)

Trusts and the Foreign Corporate Anti-Deferral Rules (CFCs and PFICs)  (PLI, April 2010)

International Charitable Giving, Chapter 4: The Role of Tax Treaties (Oxford University Press, November 2012)

Planning for the Acquisition, Use, and Disposition of US Residential Property by Foreign Clients (PLI, April 2013 with Dean Berry)

The Taxation of Nonresident Aliens and Pre-Immigration Planning from a US Perspective (International Estate Planning Institute, NYSBA and STEP, March 2015)

Dean Berry, Chair of the firm's Private Client Group, assists clients in developing and implementing tax-efficient strategies for the management and transfer of private wealth, with a focus on complex cross-border trust and estate planning. He works with attorneys, accountants, investment advisers and fiduciaries from around the world to provide coordinated advice to international high net worth clients.

Dean’s clients include individuals with family connections to multiple jurisdictions, individuals married to non-U.S. citizen spouses, U.S. beneficiaries of foreign trusts, U.S. shareholders of foreign corporations and foreign persons owning U.S. assets.  He also advises and assists philanthropic donors in making charitable gifts through private foundations, donor-advised funds, and charitable split-interest trusts, and counsels charitable organizations on corporate and tax matters. 

Dean is an Academician of the International Academy of Estate and Trust Law, and a member of the American Bar Association (Section on Real Property, Probate and Trust Law) and the New York State Bar Association (Trusts and Estates Section). He received his J.D., cum laude, from Harvard Law School, where he was an editor of the Harvard Law Review, and an LL.M in Taxation from the New York University School of Law.