Successor Trustee Seminar 2025
You Have Been Appointed As Successor Trustee— Now What? Free Educational Seminars Saturday, November 29 or Monday, December 1 W. Bailey Smith,... Read More
Veterans Day – Honoring All Those Who Served
Thank You! As we reflect on the selfless service and sacrifice of our Veterans, we wish to extend our gratitude to all... Read More
Dinner at the East India Club in London
Dinner at the East India Club in London with Lord Lansdowne in red, W. Bailey Smith (the Trust Dr) in blue, and... Read More
Estate Tax Oversight That Could Cost Families Millions
One family faced an unexpected tax burden of $1.5 million due to a critical estate planning error that could have been easily... Read More
The Terra-Cotta Warriors at the Bowers Museum
The Terra-Cotta Warriors at the Bowers Museum with the Trust Dr. (W. Bailey Smith)
The new UC Irvine Langson Museum of California Art
Fun evening at the new UC Irvine Langson Museum of California Art with the Trust Dr. (W. Bailey Smith) and Dee Rich.
Stanford Football 50th BBQ celebration
Stanford Football great, Andrew Luck with the Trust Dr. “W. Bailey Smith” and John Gilbert at Tony Moiso 50th BBQ celebration for... Read More
Honoring American Heroes
Honoring our American heroes who made the ultimate sacrifice. Especially my fellow agents in counterintelligence who died during the Vietnam War. ~W.... Read More
Happy St. Patrick’s Day!
🍀✨ Happy St. Patrick’s Day! Just like a four-leaf clover, good estate planning brings luck and peace of mind. 🍻So get your... Read More
5 Things to Do Now to Make Your Estate Simpler for Your Heirs
It’s easy to put off doing many of these things. But get them done, and your heirs will be thankful you did.... Read More
