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Jeanne L. O'Brien

Jeanne L. O'Brien

Law Offices of Jeanne L. O'Brien
117 June Court
Thousand Oaks, CA 91360
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Phone: (805) 696-8613  |  Fax: (805) 870-4261

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Providing Legal Family Security for Your Peace of Mind

Legal Topic

Estate Planning

Preferred New Clients

Estate and trust administration, estate planning, wills, trusts, powers of attorney, elder law, special needs trusts, and probate.

Our clients range from new families to high net worth clients.

Sub-Topics

Asset Protection

Business Succession Planning

Charitable Giving

Gay, Lesbian, Bisexual, Transsexual, Transgender (LGBT) Rights

Guardianship

Living Wills

Nolo Document Review

Power of Attorney

Probate & Estate Administration

Tax Law

  • Estate Taxes & Gift Taxes
  • Power of Attorney
  • Tax Planning

Trusts

  • Charitable Trusts
  • Living Trusts
  • Revocable Trust & Irrevocable Trusts
  • Special Needs Trusts
  • Supplemental Needs Trusts

Wills

Bar Admissions

CA, Jun 1994
Bar Number: 170677

HI, Oct 1986
Bar Number: 4240

Other Court Admissions

Hawaii, Massachusetts, California, Ninth Circuit, US District Court Hawaii, Northern California, and Central California.

Association Memberships

California State Bar Association, Ventura County Bar, Hawaii State Bar, and Santa Barbara Women Lawyers.

Continuing Education

I regularly attend bar meetings and attend continuing legal educational seminars and webinars. I also try to attend the UCLA Advanced Estate Planning Seminars on a regular basis.

Example Cases

On several occasions I have been successful in amending irrevocable trusts. I also have helped several clients preserve or conserve property for the benefit of the public.

Education 

School:

Vermont Law School

Degree:

Juris Doctorate

City:

South Royalton

State:

VT

Year:

1986

Honors:

Class Marshal.

Focus and Accomplishments:

Admissions Committee.

 

School:

Wheaton College

Degree:

Bachelor of Arts

City:

Norton

State:

MA

Year:

1974

Focus and Accomplishments:

Urban Studies.

 

School:

Harvard University Ext.

Degree:

Graduate courses

City:

Cambridge

State:

MA

Year:

1983

Focus and Accomplishments:

Administration & Management.

Number of Attorneys

2

State Licensed In

California and Hawaii (active) Massachusetts (inactive)

Firm Focus and History

The Law Offices of Jeanne O'Brien is one of the top estate planning and estate administration law firms in the area. I have been in practice for over 24 years in Santa Barbara, Monterey, San Francisco, and on the Big Island of Hawaii.

The firm's emphasis is on estate planning and administration of estates and trusts, elder law, probate, wills, trusts, special needs trusts, powers of attorney, and related real estate and business transactions. We work for our clients to share our knowledge and experience to counsel them through major financial and lifestyle transitions and develop an overall plan for the future. We strive to give each client professional and personal legal services to help them achieve peace of mind and create legacies. Over the years we are proud to have become the trusted family advisor to many.

Previous Employment Summary

I was a Per Diem Judge in the District and Family Court of the Third Circuit, State of Hawaii, and have also been a professor of law. Since 1986 I have been in private practice as a solo practitioner in Monterey and Santa Barbara California, Kapaau, North Kohala, and Kailua-Kona, Hawaii, as well as having worked with Melvin Belli Sr. in San Francisco, and several smaller firms in Hawaii.

Activities and Awards

• Per Diem Judge in the District and Family Court of the Third Circuit, State of Hawaii
• Former Co-Chair of the State of Hawaii Green Party
• Founding member of the Kohala Foundation

What is your opinion regarding clients educating themselves on legal issues?

Clients who educate themselves about their legal issues are easier to work with. I consider them 'good clients.'

Are you willing to review documents prepared by clients?

I am happy to help clients by reviewing their documents.

Are you willing to coach clients who want to represent themselves?

Often people cannot afford legal representation so I am willing to help them through referrals and to give advice. Unfortunately such help is usually limited.

Why did you decide to be a lawyer?

I was inspired by my mother who was active in the civil rights movement and encouraged to pursue law as a career by my college professors.

What work experience and education helps you be a better lawyer?

One of my first jobs was as a director for a council on aging where I discovered that I like working with seniors. After that I held a number of other real world jobs, before going to law school, which gave me a good perspective and wealth of experience. As an attorney since 1986, I have been fortunate to have worked with some great attorneys, such as Melvin Belli Sr., and in many various types of law and with some great clients. As a judge, my experience grew exponentially.

Why did you decide on your primary area of practice?

Estate planning and administration is an area of law where I can truly help people create a legacy for their families or their community, and bring them peace of mind. I enjoy that.

What do you like best about your career?

I have worked with amazing clients and very interesting attorneys during my 24+ years in practice.

Tell us about your law firm:

Robert Triplett is the senior partner here and is terrific to work with - he is professional and cares about every client. He's a graduate of Pepperdine Law School and is one of the top estate planning attorneys in the Conejo Valley area. Our staff includes two excellent paralegals and a legal secretary who are always ready to help meet our client's needs.

What are your strengths and style?

Most people find me easy to work with, personable, professional, and willing to go the extra mile. My experience as a law professor and judge helps me evaluate, explain, and advise my clients about legal issues so they can understand their options and meet their goals.

Personal Interests:

I enjoy spending time with my family, travel, photography, and films. I am interested in politics and world affairs.

Fax

(805) 870-4261

Office Hours

Monday through Friday
8:30 a.m. to 5:30 p.m.

Emergency After Hours

Yes

Fixed-Price Services and Fees

We do offer some flat rate fees for document preparation. At the initial conference with our clients we will discuss the fees that may apply depending on the complexity of the work. For probate, the fees are set by statute.

Hourly Rates

$225 per hour.

Free Initial Consultation?

Initial consultations are $100

Typical Retainer

No.

Understanding Fees

Nolo's Licensing Check

Attorneys have passed a licensing check. Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers upon joining the directory.

Directory lawyers are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.