Welcome To

Law Offices of
W. Bailey Smith

Certified Estate Planning Expert. The Trust Doctor: Fixing, Creating, and Administering Trusts.
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Certified Specialist Attorney in Estate Planning

The Trust Doctor is not a medical doctor, he fixes trusts!

Serving the greater Orange and Los Angeles County areas

Offices conveniently located in Irvine and Long Beach, California.

We take cases that occur throughout Southern California, including Orange County, Los Angeles County, Riverside County, San Bernardino County and San Diego County.

Need Your Trust Fixed?

WE ARE EXPERIENCED TRUST LAWYERS

Talk to us! We can help you! Call Now! (949) 756-0684

What Estate Plan Is Best for You?

There are numerous types of trusts available for individuals. Depending on your specific circumstances, the number of your heirs, or the beneficiaries, business interests, or taxes you have, the type of trust you may need will vary. We have helped over 7,000 clients select the right trust for their needs. Call us at 949-756-0684.

When you work with our team, we will discuss in detail specifics about your estate and your wishes and determine which type of trust and pour-over will could work for you and your needs.

We have over 45 years of success with our clients in establishing:

  • Revocable Living Trusts: These trusts can be created and altered throughout your life and will transfer ownership at the time of death. In some cases, these trusts can help avoid the probate process, or streamline the process significantly for any beneficiaries named in the trust.
  • Irrevocable Trusts: Irrevocable living trusts cannot be changed in any manner once they are created. All assets and property placed into the trust cannot be touched, even by the creator of the trust.
  • Charitable Trusts: During your lifetime or at your passing, you may choose to place your assets into a trust that will directly benefit a charity and save your family taxes
  • Special Needs Trusts: If you have a disabled child, your objective is to preserve his public benefits (social security and Medi-Cal) which your child is entitled to because of his disability.

W. Bailey Smith has been quoted in:
The Reader’s Digest
Wall Street Journal
American Bar Association Journal
Orange County Lawyer Journal

Contact Us Today

Schedule a meeting with a certified estate tax planning specialist by calling 949-756-0684.

Estate Planning

For most clients, an estate plan includes a living trust, pour over wills, durable powers of attorney and advance health care directives. READ MORE

Probate

Probate is a court proceeding involving property or assets that belonged to a loved one who has died where that asset has no place to go. READ MORE

Trust Administration

Trust administration is where there is an existing trust that needs to be administered. It either needs to be administered because the person who created is unable to administer it or has passed away. READ MORE

Trust Review

Many of you already have a Revocable Living Trust. However, your Living Trust may have been prepared years ago. You know there are provisions in your Living Trust which need to be updated, revised or completely removed, but you are not sure what needs to be done. READ MORE

Estate Tax Planning

Although California has no death tax, the federal death tax can be substantial. The larger your estate, the more carefully you must plan and choose from many options, depending on your specific circumstances and objectives. READ MORE

Pet Trusts

Pet trusts are legal devices that allow you to appoint a caretaker to care for your pet after you pass away. A Pet Trust will ensure that your pet receives the proper food, housing, veterinarian care, and kennel care after you’re gone. READ MORE

Guardianship

Guardians of the property or the person of a minor are appointed in probate court proceedings similar to those involving conservatorships, but applying only to persons under 18 years of age. READ MORE

Special Needs Trust for Disabled Children

When a child has a developmental disability, a chronic illness, or a medical condition that interferes with employment, or even a severe problem with drugs or alcohol, a special needs trust. READ MORE

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55-page Booklet "How to Plan Your Estate Today"14-page "Trust Administration Memorandum"30-minute DVD describing estate planning

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W. Bailey Smith

W. Bailey Smith

Certified Specialist in Estate Planning, Trust Administration and Probate – Irvine & Long Beach Offices

I graduated from Stanford University and the University of California, Hastings College of Law. After serving as an Agent in Counter-Intelligence in the United States Army, I practiced law as a Deputy District Attorney and then with a major Los Angeles law firm. I taught estate tax planning as an adjunct professor at Long Beach State for ten years. I continue to teach informative and timely seminars on estate and gift taxation, and provide lectures on tax savings throughout Southern California. I have been quoted in the Wall Street Journal, the Reader’s Digest, the American Bar Association Journal, the Orange County Apartment Magazine, and the Orange County Lawyer.

I am a Trust Doctor, not a medical doctor. I fix trusts! Some trusts are broken, some are antiquated, and some need to be created. I help families avoid creditors and predators. I also assist families to reduce or eliminate the voluntary death tax. I show families how to keep their family money in their bloodline for generation after generation by avoiding the in-laws that often become the “outlaws”. How would you feel if your children or your grandchildren did not receive their inheritance?

I am a Certified Specialist in Estate Planning, Trust Administration and Probate. My offices continue to serve the greater Los Angeles and Orange County areas and are conveniently located in Irvine and Long Beach, California. Please call (949) 756-0684 for your complimentary consultation today.

Don't hesitate to ask

Law is a complicated matter. It can cause you a big problem
if you ignore it. Let the Trust Doctor help you!