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Robert Wayne Olson Jr

Robert Wayne Olson Jr

also known as Robert W. Olson, Jr.

Practice areas:

Mergers & Acquisitions, Corporate & Incorporation, Real Estate, Estate Planning

About Me

Since 1992, I have focused on  corporate and business transactions for dentists and other medical professionals: practice sales, corporations,  partnerships, association agreements, commercial real property sales, office leases, and the like. Over the course of my career have represented literally many hundreds of dentists and medical professionals.


 


I started my estate planning career in 1986, completing estate planning for a "Forbes 400" member, the estate of a three-time Oscar® winner, and numerous couples and individuals with net worths of over $20 million. Currently, I focus on estates of under $10 million.

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Photos and Videos

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Practice Areas

Licensed since 1984

  1. Mergers & Acquisitions: 65%
    28 years, 725 cases
  2. Corporate & Incorporation: 20%
    28 years, 575 cases
  3. Real Estate: 10%
    28 years, 750 cases
  4. Estate Planning: 5%
    25 years, 105 cases

Payment

Fees:

Fixed (Sometimes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

11 total 

  • Timothy A. Follett

    Robert Olson's reputation as the top attorney in California for transferring dental practices is well deserved. I have relied on him to review estate planning documents that I have drafted, and I have been very satisfied with his insightful feedback.

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    Timothy Follett Estate Planning Attorney
    Relationship: Fellow lawyer in community

  • Eric William Burkhardt

    I have known Robert Olson as an attorney for over 25 years. I completely endorse Mr. Olson and have successfully referred many matters to him. He is smart, creative and ethical and he charges reasonable fees.

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    Eric Burkhardt Real Estate Attorney
    Relationship: Worked together on matter

Contact Info

California (licensed in 1984)
21 East Carrillo Street #240
Santa Barbara, CA, 93101

Texas (licensed in 2000)
out of state, TX

Tennessee (licensed in 2007)
out of state, TN

New York (license pending)
out of state, NY

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Resume

License
StateStatusAcquiredUpdated
TNActive200706/13/2015
TXEligible To Practice In Texas 200005/24/2015
CAActive198405/25/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
#1 Avvo® Rated Attorney in California, Estate PlanningAvvo® (2014-present)2015
#1 Avvo® Rated Attorney in California, Real EstateAvvo® (2010-present)2015
San Francisco Area’s Top Rated LawyersCorporate Counsel® (2012-present)2015
AV® Preeminent™ RatingMartindale-Hubbell (2009-present)2015
Southern California’s Top Rated LawyersCorporate Counsel® (2012-present)2015
Clients' Choice AwardAvvo® (2012-present)2015
#1 Avvo® Rated Attorney in USA, Corporate & IncorporationsAvvo® (2011-present)2015
#1 Avvo® Rated Attorney in USA, Mergers & AcquisitionsAvvo® (2011-present)2015
Top Rated Lawyers: Real Estate LawAmerican Lawyer2014
Copyight Registration (Practice Transitions, 2013-present)US Copyright Office2014
BV® Distinguished™ RatingMartindale-Hubbell (1994-2008)2008
Trademark Registration (TransDental®)US Patent & Trademark Office1998
Highest Honors: First AmendmentUSC Law School1984
Highest Honors: Sex DiscriminationUSC Law School1983
Honors Program in MathematicsDartmouth College1977

Work Experience
TitleCompany NameDuration
AttorneyRobert W. Olson, Jr., APC1990 - Present
AttorneySeed Mackall & Cole (now Seed Mackall LLP)1987 - 1990
AttorneyByrum Kimball Carrick Koontz & Crear1984 - 1986

Associations
Association NamePosition NameDuration
Practice Valuation Study GroupMember2014 - Present
American Association of Dental Legal ConsultantsAssociate Member2009 - Present
United States Supreme CourtAdmitted2009 - Present
State Bar of TennesseeMember2007 - Present
State Bar of TexasMember2000 - Present
California Dept. of Real Estate (Real Estate & Business Broker)Licensed1998 - Present
Santa Barbara County Medical Legal SocietyChairman1993 - 1997
US Tax CourtAdmitted1989 - Present
US District Court (CA Southern)Admitted1985 - Present
US 9th Circuit Court of AppealsAdmitted1984 - Present
US District Court (CA Central)Admitted1984 - Present
State Bar of CaliforniaMember1984 - Present

Legal Cases
Case NameOutcome
Successful Lease NegotiationSuccessfully proposed a creative solution to a sublease problem.
Dental Practice Purchase - Seller Died Prior to Signing ContractClosed the sale in 40 days (not 6 months).
Obtained Retroactive $1M Generation Skipping Tax ExemptionThe IRS accepted the retroactive claim, saving the heirs $550,000 in estate taxes.

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Education
School NameMajorDegreeGraduated
University of Southern California Law SchoolLawJD - Juris Doctor1984
Dartmouth CollegeReligion (Ethics)AB - Bachelor of Arts1981
USC Tax InstituteCorporate, Estate & Partnership TaxAnnual Meeting: Continuing Legal EducationN/A

Speaking Engagements
Conference NameTitleDate
San Fernando Valley Dental Society - Job FairAssociateships & Partnerships2014
San Fernando Valley Dental Society - Job FairAssociateships - a Legal and Pragmatic Perspective2014
CDA & BofA: Practice Support - Buying and SellingTax Comparison: C vs. S corporations2013
CDA & BofA: Practice Support - Buying and SellingEnforceability of Post-Sale Anti-Competitive Covenants2013
CHW Education SeriesWorker's Compensation Reimbursements2004
SBCH Quarterly Education MeetingMedical Collections: Assignment Criteria1999
CHW Education SeriesMedical Collections: Personal Injury Liens1999
CHW Education SeriesMedical Collections: Private Pay, 3rd Party Liens, Estate Claims1998
CHW Education SeriesWorker's Compensation Reimbursements1997
CHW Education SeriesInternal Revenue Code Section 1014: Step Up in Basis1995
CHW Education SeriesWorker's Compensation Reimbursements1995
Radiological Business Managers AssociationMedical Collections: Private Pay, Workers Comp, 3rd Party Liens1993
SB County Medical Legal Society MeetingMedical Collections: The Seven Categories1992