We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, financial and legal acumen.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

David W. Olsen has been practicing law in New York since 1991. He received his Bachelor of Science Degree (BS) from Stony Brook University, his Law Degree (JD) from Touro Law Center, and his Post Doctoral Masters in Taxation (LL.M.) from Georgetown University Law Center. Mr. Olsen is a member of Who’s Who Among American Lawyers, Sterling Who’s Who, International Who’s Who of Professionals, and Cambridge Who’s Who Life Member. He has published articles in the Journal of the Suffolk Academy of Law on Tax and Estate Planning subjects and has been a frequent lecturer to the general public and professionals such as CPAs, Lawyers, Financial Consultants. Mr. Olsen’s practice has specialized in the following areas for 20 years:

• Wills, Trusts & Estates
• Probate and Administration
• Estate and Trust Administration

Additional Areas of Experise:

• Estate Planning
• Elder Law Planning
• Asset Protection Planning
• Estate Tax Planning
• Estate and Trust Litigation

                 _{Will and Trust Contest
                 Contested Accounting
                 Breech of Fiduciary Duty
                 Fraudulent Transfers
                 Spousal Right of Election
                 Protection of Beneficiary Rights
                 Will and Trust Construction
                 Trust Reformation}

• Medicaid Trust Planning
• Guardianship Proceedings
• Wrongful Death Proceedings/Actions
• Power of Attorney/Health Care Proxies
• Business Succession Planning
• Long Term Care Planning
• Insurance Planning
• Real Estate

Assist Executors and Trustees in the proper administration of the Estate or Trust, including all legal Accounting and tax related issues with regard to estate and trust administration, including preparation of all necessary tax returns.

If you or a loved one needs the help of an experienced Commack, New York Estate Planning Attorney, call David Olsen today at 631-204-8340, or complete the contact form provided on this site to arrange your free initial consultation.

Serving Suffolk County, Nassau County, Queens County, Kings County, Bronx County, New York County, Richmond County, Westchester County and Putnam County.

If you or a loved one needs the help of an experienced Commack, New York Estate Planning Attorney, call David Olsen today at 631-204-8340, or complete the contact form provided on this site to arrange your free initial consultation.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order. This planning can include the use of Last Will and Testaments, Revocable Living Trusts, Family Limited Partnerships, Life Insurance Trusts, Charitable Remainder Trusts and Grantor Trusts.

Elder Law Planning

Elder Law Planning is designed to protect assets and allow for the smooth transfer of assets to heirs where clients become disabled or face catastrophic medical expenses including Medicaid planning issues. This includes use of estate planning, health care proxies, durable power of attorneys, life estate planning and Medicaid Trust planning.

Asset Protection Planning

Asset protection, or wealth preservation planning allows for clients to reorganize their assets by using Trusts, Limited Partnerships, LLCs, Corporations and other forms of protection to shelter assets from judgments, creditors and other liabilities. This planning makes the enforcement of judgments against protected assets difficult and allows the owner of protected assets to retain substantial control over their assets. Our firm can assist you with an asset protection planning that also is designed to create a comprehensive plan which can include estate planning issue and business succession.

Estate Tax Planning

Utilizing various estate planning tools to minimize estate tax, gift tax and income taxes while incorporating these savings with estate planning asset protection.

Estate and Trust Litigation

Represent and assist Executors and Trustees in estate litigation as well as represent and assist Beneficiaries regarding their rights. We can assist in the areas of Will contest, contested Accountings, Discovery and asset turnover proceedings and beneficiary representation and heirship as well as Trust contests, breech of fiduciary duty, fraudulent transfers, spousal right of election, Will and Trust construction and Trust reformation.

• Medicaid Trust Planning
• Guardianship Proceedings
• Wrongful Death Proceedings/Action
• Power of Attorney/Health Care Proxies

Additional areas of practice:

• Business Succession Planning
• Long Term Care Planning
• Insurance Planning
• Real Estate

Professional Profile

If you or a loved one needs the help of an experienced Commack, New York Estate Planning Attorney, call David Olsen today at 631-204-8340, or complete the contact form provided on this site to arrange your free initial consultation.

ADDRESS OF THE FIRM:
Law Offices of David W. Olsen
Office Location:
353 Veterans Memorial Highway, Suite 210
Commack, NY 11725
Mailing Address:
P.O. Box 1680
Mattituck, NY 11952
Other locations available by appointment only – Aquebogue, Mattituck, Riverhead
Phone: 631-204-8340
Hours: M-F, 8:00AM-5:00PM
Serving Suffolk County, Nassau County, Queens County, Kings County, Bronx County, New York County, Richmond County, Westchester County and Putnam County.

Attorney David W. Olsen, Esq.

Jurisdictions:

• New York
• Connecticut
• District of Columbia

Education:

• State University of New York at Stony Brook – BS 1985
• Touro College Jacob D. Fuchsberg Law Center, JD 1990 (class standing: Top 10 – 15%)
• Georgetown University Law Center, LL.M. 1991 (class standing: Top 10 – 15%)

Admitted To The Bar:

• New York – 1991
• Connecticut – 1990
• District of Columbia - 1991

Professional Memberships and Achievements:

American Bar Association (Real Property Trust & Probate Sections), New York State Bar Association (Trusts & Estates, Elder Law Sections), Suffolk County Bar Association (Suffolk County Committee on Taxation, Suffolk County Committee on Surrogate's Court Practice, Suffolk County Committee on Elder Law, Past Editor in Chief of the Journal of the Suffolk Academy of Law), Who's Who Among American Lawyers, Sterling Who's Who, International Who's Who of Professionals, Cambridge Who’s Who Life Member.

Publications:

• SO...WHAT'S FOR BREAKFAST; GRITs, GRATs OR GRUTs? - Congress Changes the Rules for Grantor Retained Interest Trusts. JOURNAL OF THE SUFFOLK ACADEMY OF LAW, Volume 7
• GRITs: NOT JUST FOR BREAKFAST ANYMORE - Grantor Retained Income Trusts Saved From the Meltdown of Estate Valuation Freezes. JOURNAL OF THE SUFFOLK ACADEMY OF LAW, Volume 6
• Legislative Update, Suffolk County Local Laws: 1988.
  JOURNAL OF THE SUFFOLK ACADEMY OF LAW, Volume 6
• Legislative Update, Suffolk County Local Laws: 1987.
  JOURNAL OF THE SUFFOLK ACADEMY OF LAW, Volume 5