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International Estate & Tax Planning 2015

 
Author(s): Robert L. Dumont, Dean C. Berry
Practice Area: Estates & Trusts, International Law, Tax
Published: Feb 2015
ISBN: 9781402423819
PLI Item #: 57806
CHB Spine #: D429

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.


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.

 

Education

Georgetown University Law Center, J.D., 1977

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

 

Memberships

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)