714-985-9025

Thoughtful estate planning for everything you own and everyone you love.

Jerry O'Brien – Orange County, CA
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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.

 

 

AVVO Profile

THE ESTATE PLANNING PROCESS:


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SETTING THE COURSE

Each personal and professional situation is unique. Because of this, it is best to make sure that your estate plan….

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OUR VOYAGE BEGINS

Implementation of the estate plan relies entirely on strong management skills. Execution of a well-designed estate plan is more difficult….

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STAYING THE COURSE

Most clients intuitively know that their estate plan is more likely to work if properly maintained. Law, health, family and….

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.

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 SectionEstate Planning Video 4
    – Trusts and Estates Section
  • Member of Wealth Counsel, LLC
  • Teacher of Estate Planning and Wealth
  • Transfer for Financial Professionals