Elder Law: Protecting our Most Precious Assets

Without our ancestors, our forefathers and mothers, we would not have the opportunity to do any planning, or even living. We are the fruit of our family tree. Our parents, grand prants aunts and uncles are our source and we their legacy. It is my belief that making certain our senior generation is protected, respected and well cared for, is the only way we can ensure survival of our society. I also believe that honoring our forebears during their lives is of greater value to the survivors than waiting until their eyes cannot see and their ears cannot hear our thanks.

If you agree with any of the statements above you realize that protecting the quality and dignity of Elders must be one of our top priorities if we will be successful in our planning for the future. At Gerard W. O'Brien and Associates, we are prepared and eager to help you with your personal Elder Law Plannning as well as aiding the younger generation in the protection of their parents, aunts and uncles and neighbors. Elder protection is of no less value than protecting our children, our civilization depends on it.

Benefits Planning: Public and Private

Insurance:

Medicare, MediCal, and their Ilk:

Long and Short Term Care Planning:

Social Planning:

Gerard W. O'Brien & Associates, P.C. Law Offices - Home Page

To discuss the advantages and disadvantages of will based estate planning please call Jerry at 714-985- 9025 www.gerardwobrien.com

PRACTICE AREAS

ELDER 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.

PROBATE | The very word probate causes folks to dispair they envision scenes from Dicken's Bleak House and court personel who are as welcoming a crows. This is not true in Orange County California where probate can provide the formal administration framework to get families through difficult times.             Additionally with the new technologies available to personal representatives and attorneys the process can be reasonably quick, value priced and not at all like Bleak House.

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

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.

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.

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.