With more than 20 years of experience, John Olivieri helps clients plan for the future by counseling them on the complex tax and interpersonal issues involved in the transfer of wealth from one generation to the next. He is known for employing a solutions-based approach and establishing creative, tailored plans for the tax-efficient preservation and management of assets.
John focuses his practice in the areas of estate planning, business succession planning, charitable giving and asset protection. His clients include private business owners, public company executives, investment fund managers, individual and corporate fiduciaries, and tax-exempt organizations.
John assists clients with virtually all aspects of estate and trust administration including probate, the preparation and audits of estate and gift tax returns, fiduciary income tax returns, and judicial and non-judicial accountings, and the creation and management of private trust companies. He also regularly advises trustees on issues involving taxation and fiduciary liability, and is very experienced in drafting and interpreting gift agreements to colleges and universities.
He works closely with clients to develop plans for securing and protecting their assets. These plans usually involve the use of appropriate structures, such as limited partnerships, limited liability companies and so-called “asset protection” and “spendthrift” trusts, in various jurisdictions throughout country and around the world. He also regularly counsels foreign individuals making investments in the United States.
Aside from such counseling and planning work, John is frequently called upon to represent individuals and corporate fiduciaries in litigious matters related to estate and trust administration such as will contests, contested accountings, and tax controversy matters.
Due to his deep knowledge in the field, John is often quoted in Bloomberg, The Wall Street Journal and other publications on matters of estate and tax planning
