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.
Credentials
Education
- Wabash College, B.A., 1991
- Columbia Law School, J.D., 1994, executive editor of Columbia Business Law Review, Harlan Fiske Stone Scholar
Bar Admissions
- New York
- Indiana
Court Admissions
- New York Tax Court