• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

The OBrien Law Firm

Estate & Trust Planning Information Center

Call Now: (216) 472-1500

Attend a Free Workshop
  • Home
  • Our Firm
    • About Our Firm
    • Attorney and Staff Profiles
  • Services
    • Asset Protection & Business Planning
    • Elder Law & Medicaid Services
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Family-Owned Businesses & Farms
    • Financial Planning Assistance
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • SECURE Act
    • Special Needs Planning
    • Trust Administration & Probate
  • Workshops
  • Resources
    • Client Care Program
    • Elder Law Reports
    • Estate Planning Articles
    • Financial Advisors
    • Frequently Asked Questions
      • Estate Planning FAQ’s
      • Frequently Asked Questions for Families Without an Estate Plan
      • Legacy Wealth Planning FAQ’s
      • LGBTQ Estate Planning Frequently Asked Questions
      • Trust Administration & Probate Frequently Asked Questions
    • Newsletters
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning for Niches
      • Trust Administration
  • COMMUNITIES WE SERVE
    • Beachwood
    • Cleveland
    • Willoughby
  • Contact Us
  • BLOG
Home / Archives for Estate Planning

Assignment and Nominee

December 23, 2020 by Michael O'Brien

Assignment and Nominee

What’s an “Assignment and Nominee” agreement and what does it do? Some attorneys use such an agreement as a belt and suspenders approach to funding. Read on to learn more. … [Read more...] about Assignment and Nominee

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Funding

The Questions of Estate Planning, Part 4: Where

December 27, 2019 by Michael J. O’Brien, Estate Planning Attorney

People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 4: Where … [Read more...] about The Questions of Estate Planning, Part 4: Where

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, trust, will, estate planning attorney, move, where

The Questions of Estate Planning, Part 3: When

December 20, 2019 by Michael J. O’Brien, Estate Planning Attorney

People often have questions about Estate Planning. This is the third in a series of articles addressing those questions. This third article addresses “when” to do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 3: When … [Read more...] about The Questions of Estate Planning, Part 3: When

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, trust, incapacity, will

The Questions of Estate Planning, Part 2

December 13, 2019 by Michael J. O’Brien, Estate Planning Attorney

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to learn more. The Questions of Estate Planning, Part 2 … [Read more...] about The Questions of Estate Planning, Part 2

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, trust, will, questions

The Questions of Estate Planning, Part I: Who

December 6, 2019 by Michael J. O’Brien, Estate Planning Attorney

People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn more. The Questions of Estate Planning, Part I: Who … [Read more...] about The Questions of Estate Planning, Part I: Who

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, trust, will, questions

How Will You Obtain the Care You Need?

October 18, 2019 by Michael J. O’Brien, Estate Planning Attorney

What’s the right direction for you in planning for the help you might need in the future? Seven in ten of us will need long-term care at some point in our lives. Here are possible paths for covering the assistance you may need. How Will You Obtain the Care You Need? … [Read more...] about How Will You Obtain the Care You Need?

Filed Under: Legal Education, Estate Planning Tagged With: Estate Planning, Long-Term Care, Medicaid, insurance, LTC

You Never Know: Planning for the Unexpected

September 6, 2018 by Michael J. O’Brien, Estate Planning Attorney

This article examines the deaths of two people who died from doing very typical things. You never know what risks might be around the corner, even in seemingly safe endeavors, so you should be prepared. The article looks at the elements of a basic plan. You Never Know: Planning for the Unexpected … [Read more...] about You Never Know: Planning for the Unexpected

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Powers Of Attorney, incapacity, revocable trust, unexpected

Incapacity Planning

August 30, 2018 by Michael J. O’Brien, Estate Planning Attorney

Nobody wants incapacity, not for yourself and not for your loved ones. But planning for that possibility can avoid complications and increase options. The article discusses the elements of incapacity planning and the need for flexibility to do Medicaid planning. It discusses how a trust with Medicaid triggers can allow that. Incapacity Planning … [Read more...] about Incapacity Planning

Filed Under: Estate Planning, Legal Education Tagged With: Estate Planning, Medicaid, Powers Of Attorney, incapacity, revocable trust, unexpected, Medicaid triggers

Primary Sidebar

Download our free estate planning worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.
  • This field is for validation purposes and should be left unchanged.

Follow Us

  • Facebook
  • LinkedIn
  • Twitter

Testimonials

default image

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.

Anonymous Client Review September 8, 2020

default image

Personal, professional service and follow up. Did what he said he would do at the agreed price.

Paul Client Review September 8, 2020

default image

Michael has a comprehensive knowledge of estate palnning needs and trust issues. I trust his guidance and counsel completely.

Jim Client Review September 8, 2020

Willoughby Office

WILLOUGHBY
38027 Euclid Avenue
Willoughby, OH 44094
Phone: (440) 951-1525
Fax: (440) 951-1807

Beachwood Office

BEACHWOOD
25550 Chagrin Boulevard, Suite 100
Beachwood, Ohio 44122
Phone: (216) 472-1500
Fax: (216) 593-0914

Office Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

Map

map for obrien law office

Footer

footer-logo
  • Facebook
  • LinkedIn
  • Twitter

The information on this website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. The information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

Privacy Policy | Contact Us | Disclaimer | Site Map | Powered by American Academy of Estate Planning Attorneys


© 2021 American Academy of Estate Planning Attorneys, Inc.