$ 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 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...
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...
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. ...
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...
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...
"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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