Gerard W. O'Brien & Associates, P. C. Law Offices
2878 E. Imperial Highway, Brea, CA 92821
Phone: (714) 985-9025 Email: info@gerardwobrien.com

PRACTICE AREAS

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.

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

TRANSFER 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.

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.