;

Donald G. Olsen

Waypoint Estate & Business Planning

Donald G. Olsen

Waypoint Estate & Business Planning

Donald G. Olsen

Waypoint Estate & Business Planning

Profession LogoATTORNEY

Since 1989, Don has helped a wide range of clients confidently navigate complex estate and business planning issues. Don closely collaborates with other attorneys, financial planners, accountants, and insurance professionals in order to achieve the specialized planning goals of each and every client, one client at a time.  

Don has extensive experience in all phases of estate planning, probate and trust administration, and estate and gift tax issues.  A particular focus of Don’s practice is devoted to helping families which have children or other family members with disabilities and special needs.

As a member of the American Academy of Special Needs Planners and other national organizations, Don is keenly aware of the legal issues which every special needs family must address in order to provide a secure future for their loved ones. Working as a team with social workers, benefit consultants, care managers and other advocates, Don can give the special needs family the peace of mind of knowing that they have put in place the legal foundation and support network needed to ensure that their vulnerable loved ones can lead a happy and productive life.

Don knows first-hand the challenges facing the special needs family.  He and wife Maura are the proud parents of two sons, Cody and his younger brother Nicholas, who was diagnosed with autism in 1996 at the age of three. Nicholas has been in special education programs since preschool and is currently transitioning after completing high  school.  With the support of his family and many dedicated physicians, therapists, teachers, and other professionals, Nicholas does very well in his classes and is a happy teenager with many interests, with computer games and drawing being at the top of his list. Nicholas loves to laugh and has been voted as ‘funniest student’ by his classmates several times.

Don received his Bachelor of Arts degree in Political Science from the University of Illinois, Champaign-Urbana, Illinois in 1985, and his Juris Doctor degree from the University of Washington School of Law, Seattle, Washington in 1988. Don is licensed to practice in the state of Washington (1989) and the state of Illinois (1991), and before the U.S. Tax Court (1993).

Firm Description

Since 1989, Don has helped a wide range of clients confidently navigate complex estate and business planning issues. Don closely collaborates with other attorneys, financial planners, accountants, and insurance professionals in order to achieve the specialized planning goals of each and every client, one client at a time.  

Don has extensive experience in all phases of estate planning, probate and trust administration, and estate and gift tax issues.  A particular focus of Don’s practice is devoted to helping families which have children or other family members with disabilities and special needs.

As a member of the American Academy of Special Needs Planners and other national organizations, Don is keenly aware of the legal issues which every special needs family must address in order to provide a secure future for their loved ones. Working as a team with social workers, benefit consultants, care managers and other advocates, Don can give the special needs family the peace of mind of knowing that they have put in place the legal foundation and support network needed to ensure that their vulnerable loved ones can lead a happy and productive life.

Don knows first-hand the challenges facing the special needs family. He and wife Maura are the proud parents of two sons. Cody and his younger brother Nicholas, who was diagnosed with autism in 1996, at the age of three. Nicholas has been in special education programs since preschool and successfully transitioned from high school to enrollment in college classes at the Community College. With the support of his family and many dedicated physicians, therapists, teachers, and other professionals, Nicholas had a positive educational experience through high school and his triumphs with his college classes. Nicholas loves to laugh and in the past had been voted as ‘funniest student’ by his classmates several times. Nicholas is a happy young adult and continues to enjoy his many long time hobbies including computer/video games and drawing being at the top of his list. Nicholas currently enjoys his continuous achievements and has effectively obtained a part-time employee position through Goodwill.

Don received his Bachelor of Arts degree in Political Science from the University of Illinois, Champaign-Urbana, Illinois in 1985, and his Juris Doctor degree from the University of Washington School of Law, Seattle, Washington in 1988. Don is licensed to practice in the state of Washington (1989) and the state of Illinois (1991) and the state of Wisconsin (2021), and before the U.S. Tax Court (1993).

Hours

Day From To
Monday 8:30 AM 5:00 PM
Tuesday 8:30 AM 5:00 PM
Wednesday 8:30 AM 5:00 PM
Thursday 8:30 AM 5:00 PM
Friday 8:30 AM 5:00 PM
Saturday By Appointment Only

Cost

What Is a Special Needs Planner?

Main Office

100 S. Saunders Road
Suite 150
Lake Forest, IL 60045

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts