Carly Olson

Carly Olson Email and Phone Number

Estate Planning Attorney at Creative Planning Legal, P.A. @ Creative Planning Legal, P.A.
Carly Olson's Location
Chicago, Illinois, United States, United States
About Carly Olson

I help clients of all backgrounds create trusts, wills, powers of attorney, and living wills that allow them to care for themselves and their loved ones during their lifetimes and afterward. I specialize in Special Needs Trusts, Medicaid Asset Protection Trusts, and trusts for blended families.I have also practiced corporate litigation with a specific focus on toxic torts and product liability. I was a Wigmore Scholar at Northwestern University School of Law and a Note & Comment Editor of the school's Journal of Technology and Intellectual Property.Throughout my career, my skills in researching, writing, and editing have made me a valuable resource to my employers in varied industries. I am also a creative writer and performer. I have had short plays performed at The Gift Theatre and American Theatre Company. I perform in a weekly show, Ten Dollar Comedy, at Second City Chicago.

Carly Olson's Current Company Details
Creative Planning Legal, P.A.

Creative Planning Legal, P.A.

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Estate Planning Attorney at Creative Planning Legal, P.A.
Carly Olson Work Experience Details
  • Creative Planning Legal, P.A.
    Attorney
    Creative Planning Legal, P.A. Jan 2023 - Present
    Chicago, Illinois, United States
    Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning
  • Self Employed
    Researcher, Writer, And Editor
    Self Employed Feb 2019 - Present
    Chicago, Illinois, United States
    I offer freelance legal, lifestyle, entertainment, and metal health research, writing, and/or editing, as well as consulting on licensing of intellectual property. My writing has appeared in Northwestern Law's Journal of Technology and Intellectual Property and I have been an editor for legal journals and textbooks.
  • Bielski Chapman, Ltd.
    Head Of Estate Planning
    Bielski Chapman, Ltd. Apr 2021 - Dec 2022
    Chicago, Illinois, United States
    Estate Planning, Real Estate, Probate, Corporate/Non-Profit LawI help clients create estate plans that will provide for themselves and their loved ones through periods of disability; leave what they have to whom they want in the way they want; minimize taxes, attorney fees, and court costs; care for themselves and their loved ones; share their hopes and dreams; and support the causes they value most. This includes special planning for individuals who receive needs-based government benefits. I also represent clients in business formation.
  • Cook County Government
    Judicial Law Clerk
    Cook County Government Nov 2020 - Apr 2021
    Chicago, Il
    As Judicial Law Clerk to the Honorable John H. Ehrlich, I worked in the Motion Section of the Law Division, which manages common law tort cases from their initiation until they go to trial. I analyzed, researched, drafted, and edited memoranda responsive to motions to dismiss, motions for summary judgment, and respective responses in various matters, including personal injury, professional malpractice (legal and medical), construction, and premises liability.
  • The Leadership Lyceum Llc
    Director Of Research And Media
    The Leadership Lyceum Llc Apr 2019 - Mar 2020
    Chicago, Illinois
    Lyceum offers a collection of services for sustained improvement of executive and board leadership.​ Lyceum Leadership Consulting business provides Executive and Board of Directors Search, Board Effectiveness Review, Succession Planning, and an array of services for Successor Development.As Director of Research and Media, I combined the best of search processes with media capabilities through innovative methods, such as the production of Lyceum's podcast, A CEO's Virtual Mentor®, and the firm's key differentiator, Search Reimagined®, a resource that leverages the audio media interview format to present our client companies to prospective candidates directly through the perspectives of key company executives.
  • O'Connell, Tivin, Miller & Burns, L.L.C.
    Associate Attorney
    O'Connell, Tivin, Miller & Burns, L.L.C. Oct 2012 - Apr 2019
    Litigation firm practicing toxic tort and insurance defense litigation• Conducted research and drafted numerous pleadings, motions, briefs, and pretrial reports• Directed local counsel, including approval of expert witnesses and reports, ensuring meeting of court deadlines, and analysis of litigation strategies• Assessed case materials and recommended litigation strategies and settlement figures• Drafted a successful motion for summary judgment in the Southern District of Illinois, which resulted in the favorable dismissal of 7 federal cases• Developed and implemented a company-wide database creating cost savings to clients on discovery of materials for litigation proceedings
  • Museum Of Science And Industry, Chicago
    Guest Facilitator
    Museum Of Science And Industry, Chicago 2008 - 2009
    The largest science center in the Western Hemisphere• Engaged guests in inquiry-based interactive educational experiences• Managed teams of facilitators in scheduling, problem solving, and conflict resolution
  • Nieman Inc.
    Project Coordinator
    Nieman Inc. Apr 2007 - May 2008
    Helps educational publishers accomplish their objectives, chiefly by contributing to strategic planning, working with them to solve their problems, and creating for them innovative, high-quality products.• Researched, developed, and wrote exercises for high school literature textbooks• Contoured text to meet state requirements, developing more attractive offerings to high-value potential clients
  • Agate Publishing
    Intern
    Agate Publishing 2006 - 2007
    • Read and evaluated submissions • Drafted and assembled public relations documents• Created indexes for publications

Carly Olson Skills

Civil Litigation Depositions Legal Writing Legal Research Westlaw Corporate Law Legal Assistance Trials Appeals Document Review Product Liability Editing Litigation Courts Lexis Legal Issues Public Speaking Motions Creative Writing Torts Personal Injury Improvisation

Carly Olson Education Details

Frequently Asked Questions about Carly Olson

What company does Carly Olson work for?

Carly Olson works for Creative Planning Legal, P.a.

What is Carly Olson's role at the current company?

Carly Olson's current role is Estate Planning Attorney at Creative Planning Legal, P.A..

What schools did Carly Olson attend?

Carly Olson attended Northwestern University School Of Law, Northwestern University.

What skills is Carly Olson known for?

Carly Olson has skills like Civil Litigation, Depositions, Legal Writing, Legal Research, Westlaw, Corporate Law, Legal Assistance, Trials, Appeals, Document Review, Product Liability, Editing.

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