$ 375-375 per hour
William A. O'Leary
also known as Bill O'Leary
About William
Biography
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!
Practice Areas
4
Practice Areas
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in Florida for 35 years
State: Florida
Acquired: 1990
No misconduct found
Licensed in District of Columbia for 36 years
State: District of Columbia
Acquired: 1989
No misconduct found
Licensed in Pennsylvania for 37 years
State: Pennsylvania
Acquired: 1988
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
45 Client Reviews
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Practice Areas
Showing 1 - 5 of 14 reviews | Recommendation
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...
Posted by Joyce | April 15, 2017 | Hired Attorney | Estate Planning
Outstanding Lawyer & Staff
We recently had our Living Will Trust completed by Mr. Bill O'Leary and his staff. We can honestly say the process from beginning to end was very professional, organized, and extremely informative. He and his staff made us feel right at home and listened carefully to our final wishes upon death. If y...
Posted by anonymous | February 27, 2017 | Hired Attorney | Estate Planning
Estate planning
I just had living trust done by William O'Leary and found him to be very informed and patient in explaining all the details of the trust. He and his staff are well informed and efficient. I would recommend him to anyone needing some estate planning.
Posted by Len | September 14, 2016 | Hired Attorney | Estate Planning
Very Capable Attorney Who Keeps Things Simple
How you want to pass your legacy on to the next generation requires careful planning. We thought our estate affairs were in order until my father passed away last year and we continue to work through the probate process. So we were already sold on the value of setting up a trust when we met Bill O...
Posted by Mary | August 29, 2016 | Hired Attorney | Estate Planning
Excellent attorney
We worked with Bill O'Leary to establish a family trust and get our legal "affairs" in order. We were woefully behind in addressing estate related issues. Bill was very patient, professional and reasonable. I would definitely recommend him to others addressing estate planning issues.
William A. O'Leary's Lawyer Endorsements
"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."
"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."
Rose Marie Preddy
Elder law lawyer
Scott Glazier
Business lawyer
Randal Fairbanks
Estate planning lawyer
Brian Cabrey
Personal injury lawyer
Howard Caplan
Franchising lawyer
David Snyder
Litigation lawyer
Brenda Ezell
Real estate lawyer
Experience
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 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
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
Legal Answers
Legal Answers
Q&A
Should my Mom's House bet put in her irrevocable trust or change the deed to joint tenant with me or my sibling?
25 Jul 2016
Q&A
In florida, how does the five year look back on assets work for a person who will need medicaid to help with assisted living?
24 Jul 2016
Q&A
Trustee is not cooperating
25 Jul 2016