Jacob O’Brien, Attorney at Law (of Counsel)
Attorney Biography – Mr. O’Brien
Mr. O’Brien is an attorney licensed to practice law in Arizona and New Jersey, with a focused practice in probate administration, estate planning, and tax-related legal matters. His professional background combines litigation exposure, judicial clerkship experience, and formal training in business, estate planning, and taxation—providing clients with practical, process-driven legal guidance during complex and often sensitive legal matters.
Background and Education
Born and raised in Chicago, Illinois, Mr. O’Brien attended Lake Forest College, located just north of the city, where he completed his undergraduate studies. Following graduation, he gained early, hands-on legal experience through an internship at a civil litigation firm, where he was exposed to courtroom procedure, motion practice, and client advocacy at the trial level.
Mr. O’Brien later clerked for a district court judge, an experience that provided direct insight into judicial decision-making, evidentiary standards, and procedural compliance—an advantage that informs his approach to probate court filings and contested matters. He also worked at a large law firm supporting its tax litigation department, where he assisted with complex tax controversies, administrative proceedings, and dispute resolution involving government agencies.
Legal Training and Focus on Estate Planning and Probate
While attending Vermont Law School, Mr. O’Brien developed a concentrated interest in estate planning, probate administration, and taxation. He earned a Business Law Certificate, with an academic emphasis on estate planning and tax law, equipping him with a strong foundation in wealth transfer planning, fiduciary administration, and the tax implications that frequently arise in estates and trusts.
This combination of academic focus and practical experience allows Mr. O’Brien to approach estate planning and probate matters with an integrated perspective—balancing legal formalities, tax efficiency, and real-world administration concerns.
Practice Areas
Mr. O’Brien represents clients in matters including, but not limited to:
- Probate administration, including informal and formal probate proceedings
- Estate planning, including wills, trusts, and incapacity planning
- Tax-related issues affecting estates, trusts, and individuals
His work emphasizes clarity, statutory compliance, and efficient resolution, particularly for clients navigating probate court or planning for the orderly transfer of assets.
Professional Licensure
- State Bar of Arizona
- State Bar of New Jersey
Outside the Practice of Law
Outside of his legal practice, Mr. O’Brien enjoys snowboarding, playing guitar, listening to music, and spending time with his wife. These interests reflect a balanced approach to professional life and personal pursuits.