“Each client is special and all are unique. We work together to discover the best ways to
protect, control and transfer wealth. We work just as hard to transfer the values that the
client has, because people
are a lot more than just
money" — Gerard W. O’Brien
Selecting the right attorney to plan your estate can be confusing. The attorney should have a consultative (not a word processing) approach and a thorough understanding of probate, tax, estate planning law, and related topics that permit them to clearly explain a variety of planning alternatives suited to your situation.
If you think you could benefit from our services, please contact us to schedule a consultation. This is a no obligation consultation. After assessing your situation, we will discuss your options and prepare an Engagement Agreement for your approval.
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
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.
Jerry O’Brien - Estate Planning Attorney in Orange County including:
Brea, Anaheim, Anaheim hills, Fullerton, Yorba Linda, Newport Beach, Costa Mesa,
Santa Ana, Tustin, Irvine,
and other cities in Orange County CA.