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Do you love some one who is irreplaceable. Protect all the people you love and things that you own.A Trust is a set of instructions for your Trustee and beneficiaries, We draft clear instructions.
|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|
|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|
|Nabuke vs. North County Bancorp||Plaintiff took nothing at trial|
|See all legal cases|
|Business Succession Planning||Identifying Client’s Goals and Prospective Transferees||2010|
|Western State University College of Law||Law||Juris Doctor||1990|
|Brooklyn College||History||BA - Bachelor of Arts||1979|
|Meeting of the Business Connection Brea||Business Succession Planning||2010|
|Meeting of BNI Prospector's||Small Business Bankruptcy||2010|
Posted by Michael
My parents hired Gerard W. O’Brien in 2001 for a revocable living trust-based estate plan. Last year my parents began to need a great deal of care and I and my two siblings went to see Mr. O’Brien about using the estate plan to provide for and protect our parents. He guided us through the process, was clear and easy to work with, and we have been able to take care of Mom and Dad and sell their home so we have resources for their care. We are still working on our parent’s estate and Mr. O’Brien makes himself available quickly when I need advice on the proceedings. I feel his work was and is of great value and I would hire him again.
Posted by John
We needed information on estate planning, Jerry was very helpful and put us at ease in setting up our plan.
Posted by Diana
I found Mr. O'Brien very comfortable to talk to. He was professional yet personal and even went the extra mile to help me during an emotional time. He was recommended to me by a trustworthy business friend and I would recommend him to anyone needing assistance.
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!
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