Focus areas

• Estate Planning
• Estate Administration

Biography

Erik Olson is a partner of the firm, having joined in 2014. Erik’s practice concentrates on the areas of estate planning, estate administration, taxation, corporate and partnership law. Erik assists individuals and families by preparing Last Wills and Testaments, Trusts, Living Wills and Health Care Proxies, and Durable Powers of Attorney documents. He assists clients in developing efficient estate, gift and generation-skipping transfer tax strategies and techniques.

Erik also assists clients in business formation and structuring and advises clients in financial transactions from a tax and business perspective, including business sales, purchases and reorganizations, and preparing various business agreements, including buy-sell agreements, shareholder, partnership and operating agreements.

Erik has written articles for various publications, including WealthCounsel, the New York Law Journal, and the Journal of the Nassau County Bar Association. Erik has also lectured before accountants, attorneys and other professionals for several professional organizations, including the Nassau Conference of CPA Practitioners, the Chinese American Society of CPAs, and Lorman Education Services.

Erik is currently completing his LL.M in Taxation at New York University School of Law. Erik earned his Juris Doctor from Loyola Law School in Los Angeles, where he received honors in the Corporate Law concentration. Erik received a B.A. in Economics from Boston College.

Presentations

• September 19, 2017: Federal Tax Update

Insights

• “Reviewing Your Estate Planning During COVID-19” April, 2020
• “Federal Estate Tax Opportunities“, Journal of The Nassau County Bar Association, March 2018
• “New Revenue Procedure Provides Simple Method to Make Late Portability Election”, WealthCounsel Quarterly, January 15, 2018

Contact Me

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