Barry R. Robinson

Partner

Columbus
T +1.614.462.4762
F +1.614.462.2616

Overview

Barry Robinson counsels high-net-worth individuals and families and their closely held businesses on matters relating to wealth transfer planning and business and succession planning matters, while maintaining the highest degree of confidentiality for his clients and their families.

Barry has been listed in The Best Lawyers in America for 20 years and was named Best Lawyers 2013 “Lawyer of the Year.” He has been named a “Super Lawyer” since 2004.

Select Experience

  • Successfully planned numerous estates and multigenerational trusts, many of which include various closely held business interests and other assets that approach $200 million to $300 million in size and that involve the relatively more complex and sophisticated tax and property law issues that are generally associated with trusts and estates of that size.
  • Planned and implemented many basic annual exclusion and unified credit gift programs as well as more sophisticated gift programs involving charitable organizations, including the creation of private foundations, support organizations to public charities and the use of donor-advised funds of community foundations. In that respect, has planned and implemented charitable lead trusts, including charitable lead unitrusts designed to “leverage” the generation-skipping tax exemption as well as more traditional charitable remainder trusts.
  • Is responsible for the successful administration of many estates and trusts that include the various closely held business interests that were the subject of his wealth transfer and succession planning, and that involve the relatively more complex and sophisticated tax and property law issues that typically are associated with the administration of high-net-worth trusts and estates.
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Experience

  • Successfully planned numerous estates and multigenerational trusts, many of which include various closely held business interests and other assets that approach $200 million to $300 million in size and that involve the relatively more complex and sophisticated tax and property law issues that are generally associated with trusts and estates of that size.
  • Planned and implemented many basic annual exclusion and unified credit gift programs as well as more sophisticated gift programs involving charitable organizations, including the creation of private foundations, support organizations to public charities and the use of donor-advised funds of community foundations. In that respect, has planned and implemented charitable lead trusts, including charitable lead unitrusts designed to “leverage” the generation-skipping tax exemption as well as more traditional charitable remainder trusts.
  • Is responsible for the successful administration of many estates and trusts that include the various closely held business interests that were the subject of his wealth transfer and succession planning, and that involve the relatively more complex and sophisticated tax and property law issues that typically are associated with the administration of high-net-worth trusts and estates.
  • Has extensive experience with handling estate and gift tax controversies at the IRS field audit level, as well as with a number of cases through resolution at the IRS appellate level.
  • Is highly experienced with fiduciary income tax planning and compliance, as well as with the use of the various post-mortem transfer tax planning tools available, such as qualified disclaimers, partial qualified terminal interest property (QTIP) elections, reverse QTIP elections for generation-skipping transfer tax purposes and other estate tax elections.
  • Serves as a member of a litigation team that successfully defended fiduciaries and beneficiaries in litigation brought against them in federal and state courts. Has primary responsibility for handling extensive multiple-party settlement negotiations and tax planning with respect thereto.
  • Successfully represented the primary plaintiffs in the prosecution of a significant will and trust contest, legal and accounting malpractice, and tortious interference with expectancy actions. Also handled the extensive multiple-party settlement negotiations and tax planning that contributed substantially to the successful outcome.
  • Successfully prosecuted a significant declaratory judgment action in probate court that ultimately resolved a number of family and closely held business control and succession issues. The dispute was resolved primarily as a result of tax planning that was incorporated  successfully into the negotiation and implementation of the settlement.

Recognitions and Memberships

Recognitions

  • The Best Lawyers in America© (1993 to 2018)
    • Columbus: Trusts and Estates
      • Best Lawyers® 2013 "Lawyer of the Year"
  • Martindale-Hubbell: AV Preeminent
  • Ohio "Super Lawyer" (2004 to 2017)

Memberships

  • American College of Trust and Estate Counsel: Fellow
  • American Bar Association
  • Ohio Bar Association
  • Columbus Bar Association

Admissions

  • U.S. Tax Court, 1978
  • Ohio, 1972

Education

  • J.D., The Ohio State University Michael E. Moritz College of Law, 1972, cum laude 
  • B.A., Princeton University, 1969