About Gerard
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.
26 years, 100 cases
- 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
26 years, 5 cases
- Elder law: 20%
11 years, 20 cases
- Probate: 20%
21 years, 40 cases
Languages spoken
English, Dutch, French
Resume
| State | Status | Acquired | Updated |
|---|---|---|---|
| CA | Active | 1991 | 03/15/2017 |
| Award name | Grantor | Date granted |
|---|---|---|
| Preeminent 4.9 out of 5 | Martindale-Hubbell | 2014 |
| American Jurisprudence Bankruptcy | Bancroft-Whitney | 1990 |
| Dean's Scholarship | Western State College of Law | 1987 |
| Regents Scholarship | Regents of the State of New York | 1974 |
| Title | Company name | Duration |
|---|---|---|
| Owner | Brea Estate and Financial Law | 1992 - 2000 |
| Association name | Position name | Duration |
|---|---|---|
| Wealth Counsel | Member | 2007 - Present |
| Orange County Bar Association | member | 1995 - Present |
| Case name | Outcome | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Nabuke vs. North County Bancorp | Plaintiff took nothing at trial | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| See all legal cases | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Publication name | Title | Date |
|---|---|---|
| Business Succession Planning | Identifying Client’s Goals and Prospective Transferees | 2010 |
| School name | Major | Degree | Graduated |
|---|---|---|---|
| Western State University College of Law | Law | Juris Doctor | 1990 |
| Brooklyn College | History | BA - Bachelor of Arts | 1979 |
| Conference name | Title | Date |
|---|---|---|
| Meeting of the Business Connection Brea | Business Succession Planning | 2010 |
| Meeting of BNI Prospector's | Small Business Bankruptcy | 2010 |
Reviews
(15) 5.0 starsAttorney endorsements
(28)
Sarah Condor, Contracts and agreements Attorney
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 Mason, Estate planning Attorney
Relationship: Fellow lawyer in community
I endorse this lawyer.
Cost
- Hourly Rates $300-350/hour
- Offers fixed fee-services SometimesFixed-fee are legal services performed for a preset rate, rather than on an hourly basis.
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30-minute intro call + start-to-finish help
30-minute intro call + start-to-finish help
30-minute intro call + start-to-finish help
Contact
2878 E. Imperial Highway
Brea, CA, 92821-6147
Website