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OVERVIEW

John Olivieri
Partner

Indianapolis

11 South Meridian Street
Indianapolis, IN 46204-3535

P 317-231-7304

F 317-231-7433

OVERVIEW

John Olivieri
Partner

Indianapolis

11 South Meridian Street
Indianapolis, IN 46204-3535

P 317-231-7304

F 317-231-7433

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.

OVERVIEW

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.

John is pending admission to practice in the local courts of Indiana.

Professional and Community Involvement

Former chair, New York City Bar Association Committee on Trusts, Estates and Surrogate’s Courts

Member, New York City Bar Association Committee on Estate and Gift Taxation

Member, New York City Bar Association

Fellow, American College of Trust and Estate Counsel (ACTEC)

Former president, Columbia Law School Association

EXPERIENCE
EXPERIENCE
  • Serves as a member of the board of directors and the investment committee of private trust company created to manage approximately $1 billion of assets owned by one family
  • Won summary judgment on all counts in a will contest in the New York County Surrogate’s County involving issues of alleged undue influence and incapacity
  • Co-chaired a case in the United States Tax Court involving the valuation of a closely-held companies for estate tax purposes, which resulted in a significant taxpayer victory
  • Successfully defended a trustee in a suit to remove him for alleged abuse of discretion and imprudent management
  • Successfully argued a kinship case in which the client’s entitlement to an intestate estate was proven after multiple hearings in several jurisdictions

*These occurred prior to joining Barnes & Thornburg.

PRESENTATIONS
  • “Private Trust Company Formation and Operation”, New York University School of Professional Studies - 76th Institute on Federal Taxation, Oct. 27, 2017
  • "Business Succession Planning", Sept. 14, 2014: ACTEC Mid-Atlantic Fellows Meeting
  • Interviewed on CNN in connection with the Donald Sterling NBA scandal on May 8 and May 12, 2014
  • "Transfer Tax Valuation and its Impact on Family Wealth Planning Options," July 11, 2011; July 22, 2013; July 14, 2014: New York University Summer Institute in Taxation
  • "Trusts and Estates Issues with Same-Sex Marriage," Nov. 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

*These occurred prior to joining Barnes & Thornburg.

PUBLICATIONS
  • US Tax Reform—Changes Impacting High Net Worth Individuals, White & Case, 2018
  • States Pass "Digital Assets" Legislation, White & Case, 2016
  • Proposed Treasury Regulations on Valuation Discounts for Family-Controlled Entities, White & Case, 2016
  • Effects of the New US Tax Law on Estate Planning, White & Case, 2013
  • US $5.12 Million Gift Tax Exemption Due to Expire at Year's End, White & Case, 2012
  • Getting Away Tax-Free, The European Lawyer, Issue 60, p. 17, July/August 2006
  • Out-of-State Trustee, New York Law Journal, Feb. 14, 2006
  • Who Decides? Health Care Proxies and Living Wills Make a Difference, New York Law Journal, Oct. 3, 2005

*These occurred prior to joining Barnes & Thornburg.

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