Gerard William O'Brien

Gerard William O'Brien

also known as Jerry O'Brien

4.9
Rating: 8.7

Licensed for 34 years

Trusts Lawyer at Brea, CA
Practice Areas: Trusts, Business, Probate, Elder Law

2878 E. Imperial Highway, Brea, CA

About Gerard

Biography

Practice Areas

4

Practice Areas

Trusts 40%

I am a member of Wealth Counsel. I write many different types of trust for clients, often as part of their overall estate plan. I regularly review what I have written with my client's to make certain client's plans are current and will be effective. Trusts are an integral part of my Business succession planning practice and elder law practice.

35 years | 100 cases

40%
Business 20%

Business succession planning for small business owners who want to keep the business in the family. This dynamic process emphasizes multi-generational business survival and continuation of the founders business and ethical vision. I have written a chapter in CEB's new title "Business Succession Planning: Strategies for California Estate Planners & Business Attorneys." I have just published an article on overcoming liquidity problems, upcoming an article on Discharge of Debt Taxation

35 years | 5 cases

20%
Elder Law 20%

20 years | 20 cases

20%
Probate 20%

30 years | 40 cases

20%

Fees and Rates

Cost

Hourly Rates

$ 300-350 per hour

Retainer

Sometimes


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in California for 34 years

State: California

Acquired: 1991

Active

No misconduct found

Location

Gerard W. O'Brien & Associates, P.C.

2878 E. Imperial Highway, Brea, CA, 92821-6147

Law Offices of Gerard William O'Brien

2878 E. Imperial Highway, Brea, CA, 92821

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Gerard William O'Brien's Reviews

Avvo Review Score

4.9 /5.0

16 Client Reviews

5 star (15)
4 star (0)
3 star (1)
2 star (0)
1 star (0)

Posted by Shelby | June 1, 2019 | Consulted Attorney

This review is from a potential client who consulted with this attorney.

Informative Quick Response

Mr. O'Brien took the time to give me the exact answer I needed to my question, which most lawyers won't do. He responded quickly and efficiently - he is obviously fluent in probate law. I didn't realize I was located so far from him. If you are looking for a personable attorney who cares enough to... take time out of his busy day to make sure you get what you need, Mr. Obrien's the one.

Posted by Aram | May 31, 2016 | Hired Attorney

This review is from a person who hired this attorney.

Gerard W. O'brien

As part owner of a poker casino here in Los Angeles, I needed an attorney that handled my living trust and will. Mr. O'brien was found on google, in Brea, he was perfect. Not only has he helped update my Revocable Trust, he has extended his services by helping me with my trust application and renewal... of my license with the Dept. of Justice and Bureau of Gambling Control. He also represented me in court for a speeding ticket. I highly recommend Gerard W. O'brien for Legal Services...

Posted by Eva | April 26, 2016 | Hired Attorney

This review is from a person who hired this attorney.

Trustworthy and Honest

Mr. O'Brien has helped us establish family trusts. I have found him very knowledgeable. He provides an excellent explanation on complicated matters. Mr. O'Brien and his staff are quick in answering questions and concerns. He shares empathy and provides professional advice. I feel comfortable to rec...ommend him to my friends and family.

Posted by Michael | April 19, 2016 | Hired Attorney

This review is from a person who hired this attorney.

Great Experience

Gerard was a pleasure to work with and provided us with all of the information and guidance needed to successfully complete our trust. We would highly recommend his services!

Posted by Jami | August 11, 2014

Amazing Attorney

I hired Gerard W. O’Brien in 2011 for a Chapter Eleven bankruptcy proceeding. He guided us through the process, was easy to work with and was able to get a plan confirmed. We are well on our way back to financial stability and success. I feel he was a great value and I would hire him again.

See All Client Reviews

Gerard William O'Brien's Lawyer Endorsements

Endorse Gerard
Raymond Eric Areshenko headshot
Raymond Areshenko

Trusts lawyer | Mar 20

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Sarah Condor-Fisher headshot
Sarah Condor-Fisher

Business lawyer | Jan 13

Relationship: Fellow lawyer in community

"Attorney O'Brian is an excellent business attorney with an eye for detail and sharp mind that invariably attacks the most important issues in the inquiry and explains all legal ramifications in a brief, yet facile and understandable English, grounded firmly in law and supported by evidence presented in the case. Great attorney!"

Jacob Shad Mason headshot
Jacob Mason

Unknown lawyer | Jan 24

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Ali R. Yousefi headshot
Ali Yousefi

Unknown lawyer | Jan 22

Relationship: Other

"I endorse this lawyer."

Alexander Gregory Knapp headshot
Alexander Knapp

Business lawyer | Jan 20

Relationship: Other

"I endorse this lawyer."

Judd S Nemiro headshot
Judd Nemiro

Unknown lawyer | Jan 20

Relationship: Other

"This lawyer is highly recommended in the community. I endorse this lawyer."

Oleg Otten headshot
Oleg Otten

Trusts lawyer | Jan 19

Relationship: Fellow lawyer in community

"I endorse this lawyer for his hard work and willingness to provide free advice to those in need."

Alvin Hy Lee headshot
Alvin Lee

Wills and living wills lawyer | Jan 16

Relationship: Fellow lawyer in community

"The answers that Mr. O'Brien have provided have been accurate, thoughtful, and tailored to the needs of the Avvo asker. This attorney demonstrates the ideal qualities every client should look for when hiring an attorney."

Robert Werner von Dohlen headshot
Robert von Dohlen

Business lawyer | Jan 14

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Sean Cleary headshot
Sean Cleary

Chapter 11 bankruptcy lawyer | Dec 20

Relationship: Fellow lawyer in community

"I wholeheartedly endorse this lawyer. A brilliant, trustworthy and highly respected attorney in the legal community."

Aryan Aliakbarzadeh headshot
Aryan Aliakbarzadeh

Business lawyer | Oct 31

Relationship: Fellow lawyer in community

"I endorse this lawyer. He is a highly respected member of the legal community."

Sean Joseph Green headshot
Sean Green

Estate planning lawyer | Oct 17

Relationship: Other

"Comprehensive, knowledgeable, and thorough. I endorse this lawyer."

Lilian Demonteverde-Hoats headshot
Lilian Demonteverde-Hoats

Chapter 11 bankruptcy lawyer | Sep 16

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Shelley Ann Elder headshot
Shelley Elder

Unknown lawyer | Aug 11

Relationship: Fellow lawyer in community

"I endorse this lawyer. From all social media resources it is clear that he is very knowledgeable in his practice areas. I would send my clients to him."

Sandra A Kuhn Esq. headshot
Sandra Kuhn

Chapter 7 bankruptcy lawyer | Aug 07

Relationship: Fellow lawyer in community

"I endorse this lawyer. Great contributor to our AVVO community!"

Hovanes Margarian headshot
Hovanes Margarian

Chapter 11 bankruptcy lawyer | Aug 07

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Kevin Arnold Spainhour headshot
Kevin Spainhour

Business lawyer | Jul 07

Relationship: Fellow lawyer in community

"I endorse this lawyer. His responses to questions posed by the public are always thoughtful, correct and on point."

Ivette M Santaella headshot
Ivette Santaella

Trusts lawyer | Jul 06

Relationship: Fellow lawyer in community

"I endorse this lawyer. Attorney O'Brien gives of his expertise and time on AVVO answering questions. His responses are well thought out, responsive and shows his empathy for the asker."

James Charles Shields headshot
James Shields

Estate planning lawyer | Jul 01

Relationship: Fellow lawyer in community

"I endorse this lawyer. He is generous with his time. His responses to questions are insightful and helpful."

Kendall David Coffman headshot
Kendall Coffman

Chapter 11 bankruptcy lawyer | Jun 30

Relationship: Fellow lawyer in community

"I endorse this lawyer."

View All Endorsements
Sean Joseph Green headshot
Sean Green

Trusts lawyer

Christine James headshot
Christine James

Estate planning lawyer

Robert Alexander Von Esch IV headshot
Robert Von Esch

Business lawyer

Candice Andrea Garcia headshot
Candice Garcia

Estate planning lawyer

Sandra A Kuhn Esq. headshot
Sandra Kuhn

Estate planning lawyer

Alan Ray Barnes headshot
Alan Barnes

Business lawyer

Eric D Ridley headshot
Eric Ridley

Business lawyer

Joseph Franklin Pippen Jr. headshot
Joseph Pippen

Estate planning lawyer

Robert Lewis Bachman headshot
Robert Bachman

Construction and development lawyer

Patrick John Phillips headshot
Patrick Phillips

Estate planning lawyer

Christine C McCall headshot
Christine McCall

Estate planning lawyer

Shelley Ann Elder headshot
Shelley Elder

Estate planning lawyer

Ivette M Santaella headshot
Ivette Santaella

Trusts lawyer

James Charles Shields headshot
James Shields

Estate planning lawyer

Richard Glenn Elie headshot
Richard Elie

Estate planning lawyer

Michael Leo Potter headshot
Michael Potter

Estate planning lawyer

Gregory Andrew Broiles headshot
Gregory Broiles

Estate planning lawyer

Kevin Arnold Spainhour headshot
Kevin Spainhour

Estate planning lawyer

Moses Sheldon Hall headshot
Moses Hall

Bankruptcy and debt lawyer

Experience

Rating:  8.7 (Excellent)

Honors

2014

Preeminent 4.9 out of 5, Martindale-Hubbell

1990

American Jurisprudence Bankruptcy, Bancroft-Whitney

1987

Dean's Scholarship, Western State College of Law

1974

Regents Scholarship, Regents of the State of New York

Work Experience

1992 - 2000

Owner, Brea Estate and Financial Law

Associations

2007 - Present

Wealth Counsel

Member

1995 - Present

Orange County Bar Association

member

Sample of Legal Cases

Nabuke vs. North County Bancorp

Plaintiff took nothing at trial

See More Legal Cases

Education

1990

Western State University College of Law

Juris Doctor

1979

Brooklyn College

BA - Bachelor of Arts

Speaking Engagements

2010

Meeting of the Business Connection Brea

Business Succession Planning

2010

Meeting of BNI Prospector's

Small Business Bankruptcy

Publications

2010

Business Succession Planning Identifying Client’s Goals and Prospective Transferees

Languages

English

Dutch

French

Activity

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

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  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
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Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution