Merry Christmas and a happy New Year. We at Gerard W. O'Brien & Associates wish you a great New Year, and we are interested in helping you make it that way.

Orange County Estate Planning Attorney with the Personal Touch

Gerard W. O'Brien & Associates is a law office serving Southern California by providing experience, leadership and innovative solutions through a practical, counseling orientated approach.  By taking time to understand your needs, we will help secure the best quality of life today, the highest standard of care tomorrow, and the greatest benefits for your loved ones in the future.

Jerry O'Brien is committed to serving the North Orange County Area, with services that go far beyond the ordinary. Our team based approach and relationship based service meet the special needs of many in our community, who might otherwise be under served. We enthusiastically work with CPAs, CFPs, CFAs, EAs, and other attorneys in serving our clients resideing and owning businesses in Anaheim, Anaheim Hills, Brea, Bueana Park, Cerritos, Chino, Chino Hills, Cypress, Diamond Bar, Fullerton, La Habra, La Mirada, La Palma, Orange, Placentia, Whittier, and Yorba Linda.

Jerry is committed to the highest level of  continuing education and association with similarly committed attorneys throughout the United States. Jerry is a member of Wealth Counsel. Wealth Counsel is an organization of approximately two thousand members with offices in every state in the union. This organization makes a wide pool of experts available for consultation on a very wide range of legal matters related to estate planning. It is his wealth Counsel membership and active participation that allow him to use "& Associates."

However, because Jerry is a focused solo practitioner he is able to devote all of his efforts to estate planning and unlike many firms where Estate Planning is performed as a customer courtesy and your case will be handled by whoever is available, Jerry will always personally handle your case.

OUR TEAM Based PROCESS
SETTING THE COURSE Design Phase Designing a client plan requires us to pinpoint a client’s objectives and our knowledge of the client.	OUR VOYAGE BEGINS Implementation Phase While designing a plan calls on creative skills, implementing the plan relies entirely on strong management skills.	STAYING THE COURSE Maintenance Phase Most clients intuitively know that their estate plan is more likely to work if properly maintained.
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Gerard W. O'Brien & Associates, P. C. Law Offices
2650 E. Imperial Highway, Suite 208, Brea, CA 92821
Phone: (714) 985-9025 Email: info@gerardwobrien.com

PRACTICE AREAS

SENIORS AND THE LAW | You as a senior have many rights and with those rights, protections. You need to know what your rights are and you need to how and when to assert them. We can help you.

ESTATE PLANNING | Your successor Trustee wants to complete the process as quickly as possible, while minimizing family disharmony.

RETIREMENT PLANNING | Maximize the benefits you have earned while preserving transferability, stretch, principal.

HEALTH CARE DOCUMENTS | You need a power of attorney for health care, a HIPAA declaration, and a living will. Without them your preferences during incapacity will not be followed.

ASSET PROTECTION PLANNING | Keep your assets out of the hands of creditors, predators, and the public treasury, ethically and legally.

ESTATE & GIFT TAX PLANNING | Effective tax planning will not only lower income taxes while you’re alive by implementing optimal tax deferral and other strategies, but it will also free up cash for investment, business, or personal purposes.

POWERS OF ATTORNEY | Perhaps the most flexible tool in an estate plan most people including many attorneys do not understand what can be accomplished using this device.

BUSINESS PLANNING | From years of planning experience, we have developed a systematic process that is both practical and client-friendly.

CHARITABLE GIFT PLANNING | Most people work to better not only their family's situation but the community they live in and the world in which their community is a citizen. We will help you transfer values as well as assets. Perhaps the most flexible tool in an estate plan most people including many attorneys do not understand what can be accomplished using this device.

PRIVATE FOUNDATIONS | Some families and individuals are charitably minded and interested in directing their gifts to charities over an extended period of time. These people often find Foundations the right choice to accomplish this goal.