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ESTATE PLANNING ATTORNEY, POWER OF ATTORNEY, PROBATE ADMINISTRATION, TRUST FUNDS, BUSINESS PLANNING, RETIREMENT PLANNING, ASSET PROTECTION, TAX PLANNING, CHARITABLE TRUSTS, PRIVATE FOUNDATIONS
Gerard W O'Brien & Associates is an estate planning attorney for tax, business & retirement planning services, probate & trust fund administration, asset protection, power of attorney and other estate planning & legal services throughout Southern California - based in Brea, Orange County, California. We provide experience and leadership combined with a thoughtful, practical & counseling oriented approach to create innovative solutions for your personal & business estate planning needs.
Jerry O'Brien, a sole practitioner, is a California licensed attorney who has been providing legal services since June 1991. Our team based approach and relationship based service meet the special needs of many in our community. We enthusiastically work with CPAs, CFPs, CFAs, EAs, and other attorneys and professionals to serve our clients that reside and own businesses in Anaheim, Anaheim Hills, Brea, Buena Park, Cerritos, Chino, Chino Hills, Cypress, Diamond Bar, Fountain Valley, Fullerton, Garden Grove, La Habra, La Mirada, La Palma, Los Alamitos, Orange, Placentia, Seal Beach, Stanton, Tustin, Villa Park, Westminster, Whittier, and Yorba Linda.
THE ESTATE PLANNING PROCESS:
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SETTING THE COURSE
Design Phase
Each person, family & business has specific needs and wants. We provide custom design planning.
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OUR VOYAGE BEGINS
Implementation Phase Execution of plans requires experience and strong management skills to complete the process effectively and efficiently.
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STAYING THE COURSE
Maintenance Phase
Because life is always changing, it is important to keep your legal documents up to date.
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Jerry is committed to the highest level of continuing education and associations with similarly committed attorneys throughout the United States. Jerry is a member of Wealth Counsel, which is an organization of about two thousand members with offices in every state in the USA that provides experts available for consultation on a wide range of legal matters related to estate planning.
Click Image to Watch Video
Estate planning services include:
- Estate Planning Attorney
- Medical & Durable Power of Attorney
- Orange County Probate Administration
- Trust Fund Attorney
- Strategic Business Planning Consultant
- Qualified Retirement Plan Services
- Legal Asset Protection Attorney
- Personal & Business Tax Planning
- Charitable Trusts & Gift Planning
- Private Charitable Foundation
Legal Memberships & Associations:
- Member of the California State Bar Association
- - Trust and Estates Section
- - Business Law Section
- Member of the Orange County Bar Association
- - Commercial Law and Bankruptcy Section
- - Tax Law Section
- - Trusts and Estates Section
- Member of Wealth Counsel, LLC
- Teacher of Estate Planning and Wealth Transfer for Financial Professionals
Brief Explanation of Videos:
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PRACTICE AREAS
ESTATE PLANNING | Reduce Estate Tax, Create Successor Trustee or Beneficiary, Protect Your Family & Assets, Reduce Family Disharmony. Important documents: Power of Attorney for Health Care, HIPAA Declaration, and Living Will.
POWER OF ATTORNEY | General, Limited, Durable, Springing, Financial, Medical
PROBATE & TRUSTS | Orange County, CA, Probate Administration, Trust Fund Attorney.
BUSINESS PLANNING | Develop Systematic Process to Increase Revenue, Decrease Costs and Protect Assets
OUT OF COURT WORK OUTS FOR SMALL BUSINESSES | This is the road to recovery for viable businesses that have been hurt by the economic conditions of the market today.
RETIREMENT PLANNING | Qualified Planner, Employee Benefits, Pensions, Protect Business Assets.
ASSET PROTECTION ATTORNEY | Legal Asset Protection Attorney Services for Living Trust, Family Limited Partnership, LLC & Lawsuit Protection.
TAX PLANNING | Personal & Business Tax Planning for Retirement & Deferred Tax Plans.
CHARITABLE TRUSTS & GIFT PLANNING | Legal Plannning for Giving Donations to Trusts, Foundations & Non-Profit Organizations.
PRIVATE FOUNDATIONS | Creating a Charitable Trust, 501c3 Tax Exempt Status
OTHER LINKS
DESIGN PHASE
IMPLEMENTATION PHASE
MAINTENANCE PHASE
ELDER & SENIOR LAW
WEALTH COUNSEL
OUR LOCATION
LINKS
RESOURCES
SERVICE AREA
Gerard W. O'Brien & Associates,
P. C. Law Offices
2650 E. Imperial Hwy. #208
Brea, CA 92821
Phone: (714) 985-9025
Email: info@gerardwobrien.com
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Gerard W. O'Brien - Estate Planning Attorney in Orange County including: Anaheim & Anaheim Hills, Brea, Buena Park, Cypress, Fountain Valley, Fullerton, Garden Grove, La Habra, La Palma, Los Alamitos, Orange, Placentia, Seal Beach, Stanton, Tustin, Villa Park, Westminter, Yorba Linda and other cities in Orange County, CA.
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