Attorney Corey D. O'Brien's Legal Cases

Estate planning

Single Mom with Two Minor Children

Nov 17, 2023

OUTCOME: Her final plan consisted of a revocable living trust, pour-over will, durable power of attorney, advance health care directive, living will and Kids Protection Plan.

A single mom with two minor children came to us for her estate planning needs. During her Life & Legacy Planning Session, we reviewed her assets and how the state would treat those assets in the event ... of her incapacitation or death. She was not happy with the state’s default plan for her so we design a customized estate plan that worked for her.

Estate planning

Married Couple with One Adult Child

Nov 08, 2023

OUTCOME: Our clients received a will, durable powers of attorney, advance health care directives and living wills.

A married couple with one adult child came to us looking to protect their hard earned assets in the event of incapacity or death. During their Life & Legacy Planning Session, we reviewed their assets a ... nd the state’s default plan for them. Not liking what the state had in store for them, we designed a customized estate plan that met their specific needs.

Gun Law

Married Couple with No Children

Nov 04, 2023

OUTCOME: Their final plan consisted of a revocable living trust, gun trust, pour-over will, durable powers of attorney, advance health care directives and living wills, among other ancillary documents.

A married couple with no children, two dogs and a significant number of firearms came to us for their estate planning needs. During their Life & Legacy Planning Session, we reviewed their assets and ho ... w the state would treat those assets in the event of their incapacitation or death. Safe to say, they were not happy with the state’s default plan for them so we design a customized estate plan that worked.

Debt settlement

Debt Settlement Specialist

Jul 19, 2023

OUTCOME: Attorney Corey O’Brien has successfully negotiated several breach of contract claims in favor of his clients.

Attorney Corey O’Brien has been consulted by various companies in an effort to settle outstanding debts with customers that have breach their contracts.

Corporate and incorporation

Complex Corporate Structure

May 17, 2023

OUTCOME: Atty. O’Brien crafted a complex, yet simple, corporate structure that met the client’s needs while not being overly burdensome.

Client came to O’BRIEN LEGAL seeking a corporate structure that would shield its various segments and subsidiaries from legal liability while making sense internally.

Mergers and acquisitions

Acquisition Growth

Mar 31, 2023

OUTCOME: Working with senior leaders, Atty. Corey O’Brien negotiated and closed 14 acquisitions over 6 years increasing segment revenue from $3 million to $50 million and there is no end in sight.

A healthcare company with $3 million in segment revenue sought a growth strategy and implementation plan.