FacultyFaculty/Author Profile
Dean C. Berry

Dean C. Berry

Cadwalader, Wickersham & Taft LLP

New York, NY, USA


Dean Berry, Chair of the firm's Private Client Group, counsels clients on developing and implementing tax-efficient strategies for the management and transfer of private wealth, with a focus on complex U.S. and international trust and estate planning. He frequently works with attorneys, accountants, investment advisers and fiduciaries within and outside the U.S. to provide coordinated advice to clients having contacts with more than one country.

In his estate planning practice, Dean advises U.S. and foreign clients on the U.S. personal income, estate, gift and generation-skipping transfer tax laws. Planning often includes the preparation of wills and the establishment of structures utilizing trusts, partnerships, limited liability companies and insurance. Representative 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. When necessary, he represents clients in tax audits, appeals and litigation. In the area of estate and trust administration, he advises fiduciaries and beneficiaries with respect to probate, the prudent investor standard for investments, fiduciary accountings, controversies, and related court proceedings.

Dean also advises and assists philanthropic donors in making charitable gifts through private foundations, donor-advised funds, and charitable split-interest trusts, and advises charitable organizations on corporate and tax matters.

Dean is 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. He received his A.B., magna cum laude, from Harvard College, where he was selected for Phi Beta Kappa in his Junior year, an A.M. in History from the Harvard Graduate School of Arts and Sciences, and an LL.M in Taxation from the New York University School of Law.
Dean C. Berry is associated with the following items:
Course Handbooks  Course Handbooks International Estate & Tax Planning 2017
Web Segment  Web Segment Developments in International Information Reporting for Private Clients - International Estate & Tax Planning 2017, Tuesday, May 23, 2017
MP3 Audio  MP3 Audio Developments in International Information Reporting for Private Clients - Developments in International Information Reporting for Private Clients, Tuesday, May 23, 2017
Transcripts  Transcripts Developments in International Information Reporting for Private Clients - Developments in International Information Reporting for Private Clients, Tuesday, May 23, 2017
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg Developments in International Information Reporting for Private Clients - Developments in International Information Reporting for Private Clients, Tuesday, May 23, 2017
On-Demand Web Programs  On-Demand Web Programs International Estate & Tax Planning 2017, Friday, May 26, 2017, New York, NY
Live Seminar  Live Seminar International Estate & Tax Planning 2018, Monday, May 21, 2018, New York, NY
Live Webcast  Live Webcast International Estate & Tax Planning 2018, Monday, May 21, 2018, New York, NY
PLI Grpcast-Live Web  PLI Grpcast-Live Web International Estate & Tax Planning 2018, Monday, May 21, 2018, Atlanta, GA
International Estate & Tax Planning 2018, Monday, May 21, 2018, Philadelphia, PA
International Estate & Tax Planning 2018, Monday, May 21, 2018, Pittsburgh, PA
International Estate & Tax Planning 2018, Monday, May 21, 2018, Mechanicsburg, PA
International Estate & Tax Planning 2018, Monday, May 21, 2018, New Brunswick , NJ
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