W. Bailey Smith

I am a Trust Doctor, not a medical doctor. I fix trusts!
W. Bailey Smith

W. Bailey Smith

Certified Estate Planning Attorney

Contacts

(949) 756-0684
bsmith@tldlaw.com
10.0W. Bailey Smith

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Biography

FamilyCertified 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 blood line 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. I have over 45 years of experience and have drafted over 7,000 estate plans. 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.

 

Education

Stanford University (B.A., 1965)
University of California, Hastings College of Law (J.D., 1969)

Practice Areas

Estate Planning
Probate
Trust Administration
Trust Review
Estate Tax Planning
Pet Trusts
Guardianship
Special Needs Trust for Disabled Children

Bar Admissions

California, 1970
United States District Court, 1971
United States Supreme Court, 1972

Community Involvement

The Rotary Club for over 25 years (Newport Irvine Club)
American Cancer Society; Bailey’s wife is a Stage 4 Cancer survivor.
Arthritis Foundation
Boys & Girls Club of Santa Ana
Laguna Beach Art Museum
Laguna Playhouse
Lincoln Club
Orange County Baron’s League
Paul Harris Foundation
School Power/Laguna Beach Education Foundation
UCI Chancellor’s Club
UCI Mind Institute, Board of Directors
Working Wardrobes Orange County

Bailey Speaking at RotaryGroups Spoken To

American Arthritis Association (Chairman of Annual Program)
American Heart Association
American Society of CLU (Harbor Chapter)
ARCO Petroleum Products Company (Carson)
Bank of the West (Newport Beach)
Cal State Fullerton, Business School
City of Anaheim Alumni Association
CLU Society of Bakersfield
Edward Jones Investments
Emerald Bay Community Association
Exit Coach Radio Show
Farmers & Merchants Bank
Glendale Federal Savings and Loan
Hoag Presbyterian Hospital
International Association of Financial Planners – National Convention in Atlanta, Georgia
Little Company of Mary Hospital (Torrance)
Lincoln Financial Advisors
Long Beach Memorial Hospital
Long Beach State University
Merrill Lynch Wealth Management
Morgan Stanley
Oasis Senior Center
OC CPA Society
OC Medical Association
Pacific Financial Radio Show
Pacific Life (Programs in Newport Beach, Los Angeles, Texas, Florida, and Georgia)
Professional Fiduciary Services
ProVisors
Ric Edelman Financial (both in California and nationally)
Rotary Clubs throughout Orange County and Los Angeles County
Saddleback Community Hospital
St. Michael and All Angels Episcopal Church
Stanford University
Title Insurance talk to attorneys in Orange County, San Diego County, and LA County
Todd Pacific Shipyards Corporation
University of Southern California (Orange County Campus)
Van Deventer & Hock Investment
Wells Fargo Bank

Quoted In

The Reader’s Digest
Wall Street Journal
American Bar Association Journal
Orange County Lawyer Journal