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

A financial windfall presents both an opportunity and a challenge. While it’s a chance to boost your financial health, it also demands savvy strategic planning to minimize taxes and maximize returns. 
Identity theft occurs when someone wrongfully obtains and uses another person's personal information, such as their name, Social Security number, credit card accounts, or other confidential data, and uses it to commit financial fraud or engage in other criminal activities while impersonating the victim.
Join us as we explore Trusts & Estates with our guest, attorney Zach Wiegand, at Gold Leaf Estate Planning and our own Trust & Estate expert, principal Adam Thielen. Together, we unravel the complexities of Gift & Estate Exclusion Rates and guide first-time estate executors through the process of working with your advisors.


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