John M. Olivieri's practice focuses on estate planning, business succession planning, charitable giving and asset protection. He advises clients on the many complex tax issues and intrafamily concerns involved in the transfer of wealth from one generation to the next, and he assists clients in establishing creative, personally tailored plans for the preservation and transfer of their assets in a tax-efficient manner.
In addition, Mr. Olivieri counsels clients on all aspects of estate and trust administration, including probate, the preparation of estate tax returns, gift tax returns and fiduciary income tax returns, and judicial and nonjudicial accountings. He also represents individuals and corporate fiduciaries in litigations related to estate and trust administration such as Will contests, contested accountings, and tax controversy matters.
Mr. Olivieri also works with clients to develop plans for protecting their assets. These plans usually include the utilization of limited partnerships, limited liability companies and so-called "asset protection" and "spendthrift" trusts in various jurisdictions in the United States and around the world.
Prior to joining the Firm, Mr. Olivieri was a New York-based partner at a major international law firm.
Bars and Courts
New York State Bar, 1994
JD, Columbia Law School, Harlan Fiske Stone Scholar
BA, Wabash College, magna cum laude, 1991
Professional Associations and Memberships
The Association of the Bar of the City of New York Committee on Estate and Gift Taxation, and previously on the Committee on Trusts, Estates and Surrogates' Courts
Author, "Getting Away Tax-Free," The European Lawyer, Issue 60, page 17, July/August 2006
Co-Author, "Out-of-State Trustee," New York Law Journal, February 14, 2006
Appearance on the CNBC network news magazine show High Net Worth, October 16, 2005
Author, "Who Decides? Health Care Proxies and Living Wills Make a Difference," New York Law Journal, October 3, 2005
Lecturer, "General Valuation Principles and Family Business Relief," New York University Summer Institute In Taxation (July 1999, July 2000, July 2001, July 2002, July 2003, July 2004)
Co-Author, "Family Limited Partnerships Face IRS Challenges," New York Law Journal, September 9, 2002
Lecturer, "Recent Developments in Valuation Discounts," presented to The New York Tax Study Group, Inc., September 30, 2002
Lecturer, "Planning and Drafting after the 2001 Tax Act," New York University Summer Institute In Taxation, July 10, 2002
Lecturer, "Revocable Trusts for the New York Practitioner," Association of the Bar of the City of New York, May 6, 2002
Co-Author, "Look Again at Family Limited Partnerships," New York Law Journal, September 10, 2001
Lecturer, "Transfer Tax Valuation and Working With Valuation Experts," New York University Summer Institute In Taxation, July 16, 1998
Co-Author, "Valuation of Restricted Securities: A Guide for Trusts & Estates Practitioners," The Chase Journal, Vol. I, Issue 1, Fall 1997
Author, "Planning for Discounts in Intrafamily Equity Transfers," Journal of Asset Protection, Vol. 2, No. 2, November/December 1996
Author, "Estate and Gift Taxation of Interests in Closely-Held Business: Maintaining Control and Avoiding Control Premiums," Tax Management Estates, Gifts and Trusts Journal, Vol. 21, No.1, January 11, 1996
Author, "Liability for Forward Looking Statements: The SEC's Ambiguous Stance," Columbia Business Law Review, Vol. 1993-2