John Olivieri helps clients to plan for the future by focusing on estate planning, business succession planning, charitable giving and asset protection.
He advises on the complex tax issues and intra-family concerns involved in the transfer of wealth from one generation to the next, and establishes creative, personally tailored plans for the preservation and transfer of assets in a tax-efficient manner.
In addition, John counsels clients on all aspects of estate and trust administration, including probate, the preparation of estate and gift tax returns, fiduciary income tax returns, and judicial and non-judicial accountings. He is frequently called upon to represent individuals and corporate fiduciaries in litigations related to estate and trust administration, such as will contests, contested accountings, and tax controversy matters.
John also 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, both in various jurisdictions in the United States and around the world.
John is often quoted on matters of estate and tax planning, and is active in professional circles. He is a member of The Association of the Bar of the City of New York, where he chairs the Committee on Trusts, Estates and Surrogates' Courts. He is also a fellow of the American College of Trust and Estate Counsel (ACTEC).
"Business Succession Planning", September 14, 2014: ACTEC Mid-Atlantic Fellows Meeting
Interviewed on CNN in connection with the Donald Sterling NBA scandal on May 8, 2014 and May 12, 2014
"Transfer Tax Valuation and its Impact on Family Wealth Planning Options", July 11, 2011, July 22, 2013 and July 14, 2014: New York University Summer Institute in Taxation
"Trusts and Estates Issues with Same-Sex Marriage", November 12, 2012: Association of the Bar of the City of New York
"The 2010 'Temporary' Estate, Gift and GST Tax Law", July 19, 2011: Association of the Bar of the City of New York
Getting Away Tax-Free, The European Lawyer, Issue 60, p. 17, July/August 2006
Out-of-State Trustee, New York Law Journal, February 14, 2006, (co-author)
Who Decides? Health Care Proxies and Living Wills Make a Difference, New York Law Journal, October 3, 2005