Individual & Family

Estate, Trust, & Gift Tax Services

Planning Ahead

Planning ahead can offer greater control and privacy, which is why estate planning is an essential part of an individual’s overall financial plan. Although estate planning can be complex, an informed and well-designed plan can help ensure that your assets and loved ones are secure.

Our expertise in estate, trust, and gift taxation bring value to you by offering advice and solutions that address your unique needs and our team of experts will work with you in areas of tax compliance and planning so you can focus on and meet your individual and business goals.


Olsen Thielen professionals are highly experienced in the following tax compliance areas:


Olsen Thielen works with individuals, business owners, and executives to understand their goals. We then develop and implement strategies to help achieve those goals and minimize current and future tax liabilities.


Case Study

When Sarah McEllistrem and her brother Tom took on the role of personal representatives for both their father Gerald and mother Marjorie’s estates, they recognized the importance of seeking out a reliable and responsive accountant to prepare the estate tax return.

Contact a Specialist

Olsen Thielen estate and trust professionals dedicate their time to working with clients to coordinate a plan to protect their assets throughout every stage of their lives. Our team provides guidance to individuals, business owners, trustees, and executors with tax planning, consulting, business succession planning, and fiduciary tax preparation services.

To learn more, contact one of our industry specialists:

Articles & News

Private foundations must adhere to strict conflict-of-interest rules. Transactions with “disqualified persons,” including substantial contributors, managers, officers, directors and trustees and their families generally are off-limits. . Selling or leasing property to or from your foundation and making loans or providing goods to it are prohibited. If the IRS determines
Trusts are an essential tool for estate planning, but trust taxation implications can be confusing. You need to understand the differences between the types of trusts to determine which is best for your unique financial situation and goals.
VIDEO: A revocable living trust, or RLT, offers many benefits, including probate avoidance, privacy, and flexibility in managing assets during one’s life, incapacity, and death. However, there are misconceptions surrounding revocable trusts. Watch this video to learn about the top six misconceptions.


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