$ 375-375 per hour
also known as Bill O'Leary
I believe good estate planning is not a "one-size-fits-all" proposition. No two families are alike. I also believe that estate planning is not a one-time transaction. It is a lifelong process that adapts as a client's family dynamics change. I aspire to have my clients see me as their trusted advisor for life, walking with them every step of the way to ensure that they finish their race well.
I am married to a beautiful woman and we are approaching our 30th anniversary. We have two wonderful young adult children, a daughter who works as a physical therapist with a rehab hospital and a son who just finished his first year of law school. We recently added a 5th member to our family when our daughter got married to her new husband. My wife and I enjoy hiking and traveling. I also enjoy umpiring high school baseball games ... keeps me young!
4
Practice Areas
$ 375-375 per hour
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Chat withState: Florida
Acquired: 1990
No misconduct found
State: District of Columbia
Acquired: 1989
No misconduct found
State: Pennsylvania
Acquired: 1988
No misconduct found
3430 Kori Road, Suite 4, Jacksonville, FL, 32257
45 Client Reviews
Showing 6 - 10 of 13 reviews | Communication Style
Posted by Christie | August 16, 2016 | Hired Attorney | Estate Planning
Peace of Mind
My husband and I met with Bill O'Leary of Legacy Planning Law Group to review our estate planning needs. Having a special needs daughter has always made us think of the possibility of a future for her and her sister without us; and how important it is to make sure our wishes are carried out. Mr. O'...
Posted by anonymous | August 04, 2016 | Hired Attorney | Wills & Living Wills
Testimonial
“The staff of Legacy Planning Law Group, a faith-based law group, were are all very knowledgeable and welcoming throughout the process of creating our wills. They were ready and willing to answer any questions and to explain what we should have in place for our particular needs and why. It was a pl...
Posted by Mary | July 02, 2016 | Hired Attorney | Trusts
Outstanding
I highly recommend Mr. William (Bill) O'Leary in all services he provides. After working with several different lawyers and little success in resolving a very difficult trust dispute, a friend directed me to Mr. O'Leary; I am forever grateful. His legal knowledge far exceeds his peers, and his tru...
Posted by Jan | June 22, 2016 | Hired Attorney | Estate Planning
Trusts and Wills
We knew we needed to update our will and Bill O'Leary was highly recommended to us. Our children are grown and we are retiring in a few years. Bill asked us a series of questions to help us find the best solution for our situation. He was extremely professional, knowledgeable and personable. He guide...
Posted by Kathy | June 21, 2016 | Hired Attorney | Estate Planning
William A. O'Leary Review - 2016
"When you do not have any firsthand experience or knowledge of an area, you seek out someone who does. Many legal situations are stressful and we have certainly felt the anxiety associated with our situation. Then, we retained Bill O'Leary for estate planning services and put our trust in him to he...
"Bill is a tenacious and compassionate attorney. Highly skilled and driven to serve his clients ensuring their success. You won't find a most friendly, approachable, competent advocate."
"I can wholeheartedly endorse Bill for his estate planning knowledge and experience. Bill and I worked together following his earning a Graduate Tax degree from the University of Florida. Bill utilized his prior experience in representing clients to quickly build our estate planning practice. Bill is an excellent communicator and is of the highest ethical standards."
"Bill is a thorough, intelligent, careful and patient attorney. He does a very good job trying to understand the intent and needs of clients on estate plan matters. He did an excellent job finding common solution for two parties that have been in dispute for years. Very impressed with his work."
"I consider Bill to be a thoughtful practitioner, good person and worthy colleague. Not only do I endorse him here, I have endorsed him to other individuals."
"I endorse this lawyer. I recently met with Mr. O'Leary and was immediately impressed by his knowledge and dedication to the practice of the law."
"I endorse this lawyer. Bill has a superb legal mind with the highest ethical standards. While important for all attorneys to possess these traits, it is critical in the area of estate planning where you are entrusting your attorney with so much."
"Bill is an attorney who takes great interest in addressing client concerns. Bill does this by listening to what the client wants and needs. In this manner Bill is able to provide clients with sound estate planning based on current law."
"I worked at the same firm with Bill and know him to be a lawyer of high character and extremely talented. I endorse him without hesitation or qualification."
Elder law lawyer
Business lawyer
Estate planning lawyer
Personal injury lawyer
Franchising lawyer
Litigation lawyer
Real estate lawyer
2016 - Present
Attorney, Legacy Planning Law Group
2015 - 2016
Attorney, Fairbanks Law Group, P.L.
2012 - 2015
Attorney, Glazier & Glazier, P.A.
2004 - 2012
Commercial Real Estate Developer, Various Entities
1993 - 2004
Attorney, Rogers Towers, P.A.
1991 - 1993
Attorney, Abraham, Pressman & Bauer, P.C.
1990 - 1991
Attorney, Ballard Spahr, P.A.
1988 - 1990
Attorney, Baskin, Flaherty, Elliott & Mannino, P.C.
2014 - Present
Society of Financial Service ProfessionalsBoard Member
2013 - Present
Financial Planning Association of Northeast FloridaBoard Member
2013 - Present
Rotary Club of MandarinMember
2012 - Present
Estate Planning Council of Northeast FloridaMember
2012 - Present
Florida Bar, Tax SectionMember
2012 - Present
Florida Bar, Real Property, Probate and Trust Law SectionMember
2012 - Present
Small Business Resource Network, University of North FloridaMember
2013 - 2014
Jacksonville Bar Association, Trust and Probate Law SectionCo-chair
2012
LL.M (Master of Laws in Taxation)
1988
J.D. (Juris Doctorate)
1984
B.A. (Bachelor of Arts)
2016
Buy-Sell Agreements
2014
Portability - Brave New World
2014
Portability - Brave New World
2014
Portability - Brave New World
2014
Portability - Brave New World
2013
New Tax Laws Increase Importance of Charitable Planning
English
Legal Answers
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