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Michael J. O'Brien

Estate planning Attorney at Beachwood, OH

4.9   50 reviews

also known as Michael Joseph O'Brien

  • State Years
    Florida - FL 37 years
    Ohio - OH 40 years
  • Licensed for 37 years
    State FL
    Acquired 1986
    Status
    Member in Good Standing No misconduct found
  • Licensed for 40 years
    State OH
    Acquired 1983
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Michael

Learn Michael’s areas of practice.

5
Practice areas
  1. Estate planning
    50%
    Estate planning is the preservation and the distribution of your assets, both during your life and upon your death. It is accomplishing your personal and family goals and easing the management of your financial and legal affairs, and more.

  2. Probate
    15%
    If your family has experienced the loss of a family member, our law firm can assist you with the legal process that occurs when a loved one passes away. Our law firm strongly believes that a wisely drafted, carefully executed estate plan is critical.

  3. Trusts
    15%
    If your loved one had a Living Trust, the family will go through a process called Trust Administration. This checklist outlines the steps to take when a loved one passes away with a Trust.

  4. Corporate and incorporation
    10%
    Michael O'Brien is a knowledgeable business lawyer that can help you incorporate your business in Ohio.

  5. Limited liability company (LLC)
    10%
    Michael O'Brien is a knowledgeable business lawyer that can help you form your LLC in Ohio.

Michael J. O'Brien is a practicing attorney and a founding partner of Cleveland-based The O'Brien Law Firm LLC. Mr. O'Brien's firm emphasizes estate and trust planning and administration, probate, corporate planning, family business, family limited partnership and charitable trust and private family foundation planning. Mr. O'Brien has a particular expertise in planning for families with children with disabilities. Mr. O'Brien has worked with many family businesses with regard to family transfers and succession planning. In addition, Mr. O'Brien is admitted to practice in Florida and has administered many Florida estates with attention to special probate and tax concerns involving property disposition in multiple states. He serves as a Trustee of several charitable foundations that include The Cleveland Sight Center, North Coast Community Homes, The Giles Foundation and The DeWeese Foundation. Mr. O'Brien is a graduate of St. Ignatius High School, Holy Cross College and the Cleveland-Marshall College of Law. Mr. O'Brien is an active member of the American Academy of Estate Planning Attorneys and of the Ohio and Florida Bar Associations. Mr. O'Brien is married to Dawn Kern O'Brien and lives in Shaker Heights with their three children, Darby, Murphy and Miles.


Photos and videos

Location

The O'Brien Law Firm LLC fka Maria E. Quinn Co. LPA
Chagrin Richmond Plaza
25550 Chagrin Blvd., Suite 100
Beachwood, OH, 44122
The O'Brien Law Firm LLC
fka Greene and Tulley Co., L.P.A.
38027 Euclid Avenue
Willoughby, OH, 44094
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Reviews

4.9 / 5.0
  50 customer reviews
5 Star
 
90%
4 Star
 
10%
3 Star
 
0%
2 Star
 
0%
1 Star
 
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Posted by Pat | December 20, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Great Group to Work With
Worked with this group to prepare our family trust. They were very supportive and did a great job working with our time constraints. Would recommend to anyone looking for a smart, knowledgeable attorney.
Posted by Brenda | December 17, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Recommending Michael O’Brien
Michael is an exceptional estate planning attorney. He is highly professional, knowledgeable, helpful, engaging. He thoroughly explained and created each step of our estate planning needs while offering options to assist us in making final decisions.
Posted by Don | December 16, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Review for Michael O’Brien
Michael was excellent in preparing our estate plans that allowed for our bloodline children and grandchildren to be our heirs.
Posted by Marilyn | July 16, 2022
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Michael O’Brien
Excellent caring lawyer. Answered my many questions and then made certain that his staff followed through.
Posted by Jamie Sheffler | September 23, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Michael provided a comprehensive estate plan for my wife and I. He was able to address my questions and concerns and explain things clearly and concisely. I am confident my estate plan provides the appropriate safeguards and an effective tax strategy.
Posted by Jim | September 23, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Quality Service
Redid our entire legal documents for the extended family. Work was accomplished with numerous new approaches suggested by Michael. Staff was always helpful in prompt professional responses. Final document very well done incorporating all the new suggestions resulting in what we feel is the best quality work.
Posted by Michael, Debra | February 23, 2020
This review is from a person who hired this attorney.
| Hired Attorney
A+
Knowledgable, affable, thorough, reassuring, thoughtful, available. We relocated from California and needed a completed revision of our trust. Michael gave us that. He also provided invaluable resources regarding finances and insurance. I sleep better.
Posted by Frank | February 18, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Comments on O'Brien Law Firm
Answering our request for wills to be drawn up, the O’Brien firm produced an excellent product that we feel exactly meets our needs. The staff was very pleasant, capable and thorough in answering our questions so that we could fully understand the complex personal items. Of particular help was a lengthy session with Mr. Michael O’Brien, the firm’s principal. He was able to clearly put all of our concerns to rest, enabling us need to complete our side of the project. He was very easy to understand and very personable to talk with. Sincerely, Frank and Arlene
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Posted by Dan | February 11, 2020
This review is from a person who hired this attorney.
| Hired Attorney
A good choice
We couldn't be more pleased with the work that Michael did for us. Everything done was explained in detail and work was accomplished in a timely manner.
Posted by anonymous | February 11, 2020
This review is from a person who hired this attorney.
| Hired Attorney
O'Brien review
Friendly, listened to what I wanted, provided helpful advice. Was knowledgeable. Timely response. Staff in office were equally helpful.
Posted by anonymous | April 18, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Michael J. O'Brien is professional, friendly and trustworthy.
Michael and his staff were great, friendly, available and helpful. We were looking to update our will. So we were provided with lots of helpful articles and information about a variety of choices from wills to trust. Fees were clearly presented for each choice or added service. Michael scheduled meetings with us to discuss and answer questions until we were satisfied with our choice.
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Posted by Tony | March 22, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Michael O’Brien
Mr. O’Brien did an excellent and professional update of our Estate Plans. He gave us examples and reasoning behind his examples in our update and follow up conversations. Mr. O’Brien’s/ Staff followed up on additional information that needed to be addressed with our Financial Advisor. My wife and I are very satisfied with the whole updating process.
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Posted by Jim | March 21, 2019
This review is from a person who hired this attorney.
| Hired Attorney
business owner
Michael and his staff provided great advice and helped my wife and I put things together in our estate plan in a very orderly fashion. He did a great job explaining these concepts and made the whole experience easier for us to understand.
Posted by anonymous | November 29, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Wills and trusts
He drafted our wills established needed trusts and has updated them as our family circumstances change over the years. The team has been meticulous and their guidance invaluable.
Response from Michael O'Brien February 27, 2019
Thank you for taking the time to submit a review!
Posted by anonymous | November 29, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Client
Assisted me and my family with estate planning and settling my Mother and Father’s estate. The staff is professional and knowledgeable.
Response from Michael O'Brien February 27, 2019
Thank you for taking the time to submit a review!
Posted by Barb | November 28, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Retired RN
Redid my will and powers of attorney.staff very helpful and professional. I am confident in the work that was done.
Response from Michael O'Brien February 27, 2019
Thank you for taking the time to submit a review!
Posted by Bill | June 6, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Estate Planning Services
Mr. O'Brien and his dedicated team spent quite a bit of time answering all my questions. As a single dad this was important that my children were protected and the estate was easy to use. He and his team are absolutely brilliant at this !
Posted by Bradley | October 13, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Look here for a fine attorney
Michael and his team were wonderful to work with. They were super flexible with scheduling meetings with me. They also made the whole process of getting my estate papers completed very painless and prompt. I set up a Trust, my Last Will, Living Will, HIPAA release, an LLC, Power of Attorney, Health Care Power of Attorney, and did all the transfers of property in a matter of a few months.
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Posted by Michael | August 24, 2017
This review is from a person who hired this attorney.
| Hired Attorney
O'Brien Law is the go to team for outstanding service
Michael O'Brien has performed Trust and Estate work for my immediate and extended family. He is a trusted advisor that seeks the best long term outcome for all parties involved. His counsel regarding the big picture has benefited my family immeasurably.
Posted by anonymous | May 15, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Wonderful Experience
Michael and his team work very closely with you to help build a strategy for you regarding estate planning. They do not overdo it. They work hard to be certain their suggestions/recommendations fit your needs. Michael asks great questions, listens well and delivers on his commitments. I was very appreciative and hugely satisfied.
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Cost

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Contact for Details

Resume

AVVO RATING 8.4 (Excellent)

Work Experience

  • Attorney/Owner
  • The O'Brien Law Firm LLC
  • 2002 - Present
  • Attorney
  • Perry & O'Brien, L.L.P.
  • 1997 - 2002
  • Attorney
  • Arter & Hadden LLP
  • 1986 - 1997

Education

  • Cleveland State University - Cleveland-Marshall College of Law
  • JD - Juris Doctor
  • 1983
  • Holy Cross College
  • BA - Bachelor of Arts
  • 1979

Sample of Legal Cases

  • Our Clients v. Federal and Ohio Estate Tax
  • Millions of tax and estate administration dollars saved over the years

Associations

  • Cleveland Metropolitan Bar Association, Estate Planning, Probate and Trust Law Section
  • Member
  • 1998 - Present
  • AAEPA
  • Member
  • 1997 - Present
  • Florida Bar
  • Member
  • 1986 - Present
  • Ohio State Bar Association
  • Member
  • 1983 - Present
  • The Cleveland Sight Center
  • Trustee
  • N/A
  • North Coast Community Homes
  • Trustee
  • N/A
  • The Giles Foundation
  • Trustee
  • N/A
  • The DeWeese Foundation
  • Trustee
  • N/A
View all associations

Languages Spoken

  • English

Honors and Awards

  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2023
  • Top Rated Cleveland Attorney
  • Legal Leaders
  • 2015
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbard
  • 2015
  • Top Rated Cleveland Attorney
  • Legal Leaders
  • 2014
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2013
  • Cleveland Top Attorney
  • Legal Leader
  • 2013
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2012
  • Sponsorship Award
  • North Coast Community Homes
  • 2006
View all awards

Publications

  • Estate Planning Council of Cleveland
  • Dangers of do-it-yourself estate planning
  • 2021
  • Published Book
  • Guiding Those Left Behind In Ohio
  • 2007
  • Crain's Cleveland Business
  • Top Ten Estate Planning Mistakes
  • 1999
View all publications

Speaking Engagements

  • Estate Planning Seminar
  • Asset Protection Planning
  • 2012
  • Estate Planning
  • Basic Estate Planning
  • 2011
  • Estate Planning Seminar
  • Why Your Living Trust May Not Work
  • 2010
  • Estate Planning Seminar
  • Top Ten Estate Planning Mistakes
  • 2010
  • Estate Planning Seminar
  • IRA Workshop
  • 2008
  • Estate Planning Seminar
  • Special Needs Trusts
  • 2007
View all speaking engagements

Attorney endorsements

Received (6)
Given (11)
Endorse Michael
Estate planning Attorney | Jan 19
Relationship: Fellow lawyer in community
"Michael's knowledge and experience in estate planning, wills and trusts and probate is second to none. He is caring and compassionate and makes sure his client's needs are fully met and legal rights protected. I highly recommend Michael."
Estate planning Attorney | Oct 21
Relationship: Other
"Michael and I are fellow members of the nationally recognized American Academy of Estate Planning Attorneys. In getting to know Michael I have found him to be a hard working professional with compassion for the families he serves. I endorse this attorney."
Estate planning Attorney | Oct 21
Relationship: Other
"I endorse this lawyer. I know Michael as a colleague in the American Academy of Estate Planning Attorneys. He is well-qualified to help families with all of their estate planning needs."
Estate planning Attorney | Aug 07
Relationship: Fellow lawyer in community
"I endorse this lawyer. They are an expert in the field of estate planning."
Estate planning Attorney | Jul 06
Relationship: Fellow lawyer in community
"I endorse this lawyer. Mike is a nice person and talented attorney. He works hard to maintain his expertise for representing his clients. He is trustworthy and honest, all you want in your attorney."
Probate Attorney | Jun 07
Relationship: Fellow lawyer in community
"Mike is an outstanding professional and zealous advocate for his clients. I am so confident in Mike's ability that I personally use his office for my personal family estate planning needs. I highly recommend Mike to other professionals and business clients in need of wealth management planning needs."
View more endorsements
Medicaid and medicare
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Avvo Contributions

0 Legal Answers 2 Legal Guides
Beachwood Estate planning Lawyer Michael J. O'Brien
Michael J. O'Brien
Estate planning Attorney
Beachwood, OH
Licensed for 40 years