Robert P. Oliver
ShareholderWardChisholm, LLP
- +1 301-986-2200
Reliable, current guidance on tax consequences for individuals and businessesWardChisholm, LLP provides select tax services to individuals and businesses. Broadly speaking, our practice includes representation in:
Foreign and Domestic Asset Protection Planning
Tax Planning and Compliance for U.S. Beneficiaries of Foreign Trusts and Estates
Pre-Immigration U.S. Tax Planning
Probate, Estate, and Trust Administration
Expatriation of U.S. Citizens and Renunciation of Permanent Resident Status
U.S. tax planning for foreign businesses and individuals
Securing wealth for individual clientsServices for individuals include estate planning, asset protection planning, representation before the Internal Revenue Service and U.S. Tax Court, premarital and postmarital agreements, employment and executive compensation agreements, probate and estate administration, and formation of foreign trusts.
Efficient planning for business enterprisesFor businesses, we offer business formation planning and entity selection, tax-efficient structures for business acquisitions and dispositions, business succession planning, securities compliance for private equity transactions (including preparation of private placement memoranda and SEC filings), design of stock options and other forms of equity compensation, cross-border and other foreign tax planning, and representation of businesses and their owners before the Internal Revenue Service and the U.S. Tax Court.
Show more +Practice Areas: Estate Planning; Probate, Estate, and Trust Administration
Admitted: 2006, Virginia; 2013, Maryland
Law School: Syracuse University College of Law
Member: Virginia State Bar; Maryland State Bar
Robert (“Bob”) Oliver is a partner at WardChisholm, LLP. His practice focuses on estate planning, estate and trust administration, and elder law. After 12 years as a trusts and estates attorney, Bob is able to anticipate legal issues which may arise after a client’s death and brings both technical and practical solutions to those issues before they arise.
Bob’s estate planning clients cover the spectrum, from individuals with modest estates whose primary goal may be to appoint a guardian for their minor children to those with estates valued over 100 million dollars whose goals may include business succession planning, asset protection planning, and effectuating a tax efficient transfer of assets to their beneficiaries. He works directly with his clients, and where appropriate, with their financial advisors, accountants, and life insurance agents to provide comprehensive estate plans designed to accomplish his clients’ goals in a tax and cost-efficient manner.
Bob leads WardChisholm, LLP’s Trust and Estate Administration Department. He takes great satisfaction in working with his clients and his clients’ families to navigate the legal and practical issues arising after a loved one’s death. Bob’s broad experience as a trust and estate administration attorney allows him to navigate complex trust and estate administration issues while being able to clearly explain those issues, and the solutions to those issues, in an understandable way.
As an Elder Law attorney, Bob understands that seniors face complex legal concerns that often differ from what they faced when they were younger. He works with his clients to preserve their assets and avoid spousal impoverishment when a spouse enters a nursing home. He uses a holistic approach to legal advice by taking into consideration the key issues that face seniors, including, but not limited to, housing, financial well-being, health and long-term care, autonomy, and quality of life.
Bob believes in giving back to the legal community and did so as an adjunct professor at George Mason University’s Antonin Scalia Law School, where he taught courses on Estate and Gift Taxation and Estate Planning.
Show more +Tax (Law) in Maryland
4520 East West Highway Suite 650 Bethesda 20814
WardChisholm, LLP
WardChisholm, LLP