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Whether it is preparing a complicated family estate plan, representing an elderly client who has been denied Medicare coverage, or negotiating a difficult manufacturing agreement for a business client, Patrick believes that proper planning is key. Patrick does not “sell” pre-formatted trusts or business documents: he works with the client to acquire a thorough understanding of his client’s background and situation and then prepares a solution that is tailored to the particular needs of the client. Patrick’s goal is to relieve the client of his/her worries, so that s/he can do what they do best – taking care of their family/business etc. Patrick’s motto is: “if the client sleeps well, so do I.”
Patrick is from Dublin, Ireland. He received his law degree from the National University of Ireland in 1981 and was admitted to the Irish Bar in 1984. He passed the California Bar in July 1996. He has been practicing law in Orange County ever since, specializing in estate planning, probate & trust administration, elder law, business and transactional law, and taxation. In May 2000, he received a Masters Degree (L.L.M) in Taxation from Golden Gate University.
Patrick is a member of The State Bar of California, The American Bar Association, The Orange County Bar Association, and The Southern California Irish American Bar Association. He speaks frequently to various professional and non-professional organizations and is a featured speaker for the National Business Institute. He is admitted to practice before the U.S. District Court, Central District of California and the U.S. Tax Court.
Patrick believes in service to the community and has received recognition from The Los Angeles Free Clinic and The Harriet Buhai Family Law Center for pro bono work in family law and bankruptcy matters.
· Review and Development of Estate Plans
· Living Trusts, Wills, and Durable Powers of Attorney
· Special Needs Trusts and trusts for Elders
· Charitable Planning and Charitable Trusts
· Family Business Planning
· Asset Protection and Estate Tax Reduction
· Elder Financial Abuse
· Creation, Maintenance and Termination of Conservatorship
· Medi-Cal Planning
· Nursing Home Rights
· Long-Term Care Planning
· Social Security and Medicare Appeals
· Administration of Estates Without Wills
· Trust & Probate Administration.
· Will/Trust litigation
· Estate Tax and Fiduciary Income Tax Preparation
· Selection, and Formation of Corporations, LLC’s and other Business Entities
· Section and Formation of Non-profit organizations
· Preparation of Business Documents
· General Business Planning & Consultation
· Labor & Employment issues
· Sale and Purchase of Businesses.
· Negotiating & Drafting Contracts
· Advising on Labor and Employment Issues
· Copyright, and Trademark Protection
· Dissolution and Wind-Up of Businesses
· Preparing IRS Offers in Compromise
· IRS negotiation and Debt Restructuring
· Debtors Representation throughout Administration of Chapter 7 and Chapter 13 Proceedings
· Employment-Based Immigration Petitions
· Presented seminars on Estate Planning, Conservatorship and Elder Law matters before professional and non-professional organizations
· Pre-maritial agreeements
· Guardianship
· Name Change
Bar Admissions
California 1996
Irish Bar 1984
Education:
National University of Ireland, Dublin, Ireland, Bachelor of Civil Law (J. D.), Fall 1980.
Admitted to Irish Bar, Fall 1984.
Irish Institute of Taxation, 1991-1993.
Golden Gate University, California, L.LM. in Taxation, May 2000.
Professional Associations and Memberships
Orange County Bar Association
National Academy of Elder Law Attorneys
Orange County Bar Association
The Southern California Irish American Bar Association.
March 19, 1959, Dublin, Ireland.
