William A. O'Leary

William A. O'Leary

also known as Bill O'Leary

5.0
Rating: 9.6

Licensed for 37 years

Estate planning Lawyer at Jacksonville, FL
Practice Areas: Estate Planning, Probate, Elder Law, Unknown

3430 Kori Road, Suite 4, Jacksonville, FL

About William

Biography

Practice Areas

Fees and Rates

Cost

Hourly Rates

$ 375-375 per hour


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in Florida for 35 years

State: Florida

Acquired: 1990

Member in Good Standing

No misconduct found

Licensed in District of Columbia for 36 years

State: District of Columbia

Acquired: 1989

Administratively Suspended - Non-Payment of Dues

No misconduct found

Licensed in Pennsylvania for 37 years

State: Pennsylvania

Acquired: 1988

Administrative Suspension

No misconduct found

Location

Legacy Planning Law Group

3430 Kori Road, Suite 4, Jacksonville, FL, 32257

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William A. O'Leary's Reviews

Avvo Review Score

5.0 /5.0

45 Client Reviews

Filter Avvo Reviews (45) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 19 reviews | Practice Area Knowledge

Posted by douglas | July 02, 2018 | Hired Attorney | Probate

estate, Great Work

Jennifer Singh Esq and Jeanette Saville of the Legacy Planning Law Group handled the estate of my father, i was completely satisfied with their work, i live in washington dc, so all the form that were possible to be done digitally, on my iPad saved a lot of running around and time, have a good und...erstanding of the flanger county probate system there time estimate for the process were accurate i also highly recommend them

Posted by Lou and Phyllis | November 24, 2017 | Hired Attorney | Estate Planning

Handled Sensative Process With Compassion

Upon retirement my wife and I realized that we needed to update our will. We met with William O'Leary and he carefully listened to our requirements. He then educated us on the probate process, and recommended that we consider a living trust along with the will. It became clear to us that his advic...e was justified. The will and living trust were done quickly and accurately. I would also add that Mr. O'Leary handled this sensitive process with warranted compassion.

Posted by Kathy and Don | November 05, 2017 | Hired Attorney | Estate Planning

A wonderful team that made a stressful process painless!!!

We worked with Bill and his team recently to do our estate planning. We found everyone at his office to be professional, patient, efficient, and extremely knowledgeable. This is generally a high stress process, but they made it painless for us to put our affairs in order, with great sensitivity. ...Bill helped us think about things that would not necessarily have been on our radar, for which we are so appreciative. His advice about creating a revokable trust trust was invaluable for us, for tax purposes. We are so relieved to have completed this process. One less thing to worry about.

Posted by Gary and Marie | April 25, 2017 | Hired Attorney | Estate Planning

Outstanding job!

We have just completed working with William O'Leary of the Legacy Planning Law Group to set up a Trust, Living Wills and Powers of Attorney. As we are in our “Senior Years” we feel much more comfortable knowing that our health and financial affairs are in order. Mr. O’Leary listened carefully to ou...r concerns and needs and then developed a program tailored to our specific needs. He was understanding, caring, and very insightful. We would highly recommend Mr. O’Leary and the Legacy Law Group to anyone seeking legal advice and financial planning.

Posted by Jim | April 21, 2017 | Hired Attorney | Estate Planning

Testimonial

My wife and I recently engaged Bill O’Leary of The Legacy Planning Group to guide us through the preparation of a family trust, living wills, powers of attorney and health directives. We had procrastinated in doing this for too many years. He was able to answer all of our questions regarding the la...test estate laws which appear to have been revised over the years. He, Jeannette and Jennifer were very helpful, courteous, prompt and professional in implementing this process in terms which we could understand. We highly recommend Bill and his “team”.

See All Client Reviews

William A. O'Leary's Lawyer Endorsements

Endorse William
Scott Edward Collins headshot
Scott Collins

Elder law lawyer | Apr 07

Relationship: Worked together on matter

"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."

Scott Leigh Glazier headshot
Scott Glazier

Estate planning lawyer | Jun 30

Relationship: Fellow lawyer in community

"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."

Rose Marie Preddy headshot
Rose Marie Preddy

Estate planning lawyer | Jun 20

Relationship: Opposing Counsel on matter

"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."

Kevin Andrew Kane headshot
Kevin Kane

Estate planning lawyer | Jun 14

Relationship: Fellow lawyer in community

"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."

Reba Abraham Pearce headshot
Reba Pearce

Estate planning lawyer | May 27

Relationship: Fellow lawyer in community

"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."

Yekaterina Mesic headshot
Yekaterina Mesic

Unknown lawyer | Jan 22

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Brian Joseph Cabrey headshot
Brian Cabrey

Estate planning lawyer | Nov 01

Relationship: Friend

"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."

Howard Alexander Caplan headshot
Howard Caplan

Estate planning lawyer | Jul 31

Relationship: Worked together on matter

"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."

Brenda B. Ezell headshot
Brenda Ezell

Estate planning lawyer | Jul 29

Relationship: Co-worker

"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."

View All Endorsements
Rose Marie Preddy headshot
Rose Marie Preddy

Elder law lawyer

Scott Leigh Glazier headshot
Scott Glazier

Business lawyer

Randal Craig Fairbanks headshot
Randal Fairbanks

Estate planning lawyer

Brian Joseph Cabrey headshot
Brian Cabrey

Personal injury lawyer

Howard Alexander Caplan headshot
Howard Caplan

Franchising lawyer

David B. Snyder headshot
David Snyder

Litigation lawyer

Brenda B. Ezell headshot
Brenda Ezell

Real estate lawyer

Experience

Rating:  9.6 (Superb)

Work Experience

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.

Associations

2014 - Present

Society of Financial Service Professionals

Board Member

2013 - Present

Financial Planning Association of Northeast Florida

Board Member

2013 - Present

Rotary Club of Mandarin

Member

2012 - Present

Estate Planning Council of Northeast Florida

Member

2012 - Present

Florida Bar, Tax Section

Member

2012 - Present

Florida Bar, Real Property, Probate and Trust Law Section

Member

2012 - Present

Small Business Resource Network, University of North Florida

Member

2013 - 2014

Jacksonville Bar Association, Trust and Probate Law Section

Co-chair

Education

2012

University of Florida College of Law

LL.M (Master of Laws in Taxation)

1988

Temple University School of Law

J.D. (Juris Doctorate)

1984

Georgetown University

B.A. (Bachelor of Arts)

Speaking Engagements

2016

Continuing Education Series for Financial Advisors (National Life)

Buy-Sell Agreements

2014

Continuing Education Series for Financial Advisors (Prudential)

Portability - Brave New World

2014

Continuing Education Series for Financial Advisors (New York Life)

Portability - Brave New World

2014

Continuing Education Series for Financial Advisors (National Life)

Portability - Brave New World

2014

Continuing Education Series for Financial Advisors (MetLife)

Portability - Brave New World

2013

Continuing Education Series for Financial Advisors (Northwestern Mutual)

New Tax Laws Increase Importance of Charitable Planning

Languages

English

Activity

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