W. Bailey Smith, A Certified Estate Planning Attorney - Blog

Blog

Do Your Parents Have an Estate Plan?

30 Oct 2026
W. Bailey Smith
0
Blog

The thought of speaking with your parents about sensitive topics like their finances and estate planning probably makes you want to run as fast as you can in the opposite direction. Nonetheless, having this conversation is the key to ensuring that your...
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Frequently Asked Questions About the Protection Trust

22 Oct 2026
W. Bailey Smith
0
Blog, Estate Planning, Trust

1. What is a Protection Trust? A Protection Trust (also known as a Dynasty Trust or a Legacy Trust) continues for a long time for your children, grandchildren, and great-grandchildren. The advantages of a Protection Trust is it gives asset protection, divorce...
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How to Avoid the Britney Spears Problem

15 Oct 2026
W. Bailey Smith
0
Blog

You can avoid a conservatorship like the one experienced by Britney Spears by setting up estate planning tools before any mental or physical incapacity occurs. Key Legal Tools to Prevent a Conservatorship Durable Financial Power of Attorney: This document lets you name...
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Finding Out Your Power of Attorney is Powerless

14 Sep 2026
W. Bailey Smith
0
Blog, Estate Planning

You think you’ve done everything right: Your mother has signed a durable power of attorney. Among other things, it allows you to handle her finances — taxes, bills, bank accounts, real estate sales — if she becomes incapacitated. Everyone sleeps better. Years...
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Happy Labor Day Weekend

04 Sep 2026
W. Bailey Smith
0
Blog

We work hard all year, and Labor Day weekend is a great reminder to slow down, recharge, and enjoy some well-deserved time with family and friends. Wishing everyone a safe, relaxing, and happy Labor Day weekend! ~W. Bailey Smith (The Trust Dr.)

Warren Buffett Talks to His Kids About His Will And You Should Too.

11 Aug 2026
W. Bailey Smith
0
Blog

The billionaire investor has a simple estate-planning suggestion for parents. It’s one that lots of us would rather ignore. Warren Buffett wants you to talk to your family about your will. The legendary stock picker, 94, shared his strategy this past week...
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A Special Reunion: Andrew Luck Visits the Stanford Buck Club’s 50th Anniversary

04 Jun 2026
W. Bailey Smith
0
Blog

Stanford Football great, Andrew Luck with the Trust Dr. “W. Bailey Smith” at Tony Moiso’s 50th BBQ celebration for the Stanford Buck Club at his Mission Viejo Ranch. Andrew Luck returns to Stanford to head up its new football program.

Honoring American Heroes

26 May 2026
W. Bailey Smith
0
Blog

Honoring our American heroes who made the ultimate sacrifice. Especially my fellow agents in counterintelligence who died during the Vietnam War. ~W. Bailey Smith

Well Attended Successor Trustee Seminar 2026

07 Apr 2026
W. Bailey Smith
0
Blog

Last month, I along with Nick Carrigan from Law Stein Anderson hosted an informative seminar that attracted over 100 attendees! The discussion centered on the important topics of being a successor trustee and the latest changes in tax laws. If you were...
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Happy Easter 2026

03 Apr 2026
W. Bailey Smith
0
Blog

This Easter, as we celebrate renewal and family, let’s remember the importance of protecting our golden nest egg through thoughtful estate planning for future generations.🌼🐣 Happy Easter from baby James (8 Months) and Papa Bailey aka “The Trust Dr”

Successor Trustee Seminar 2026

25 Mar 2026
W. Bailey Smith
0
Blog

You Have Been Appointed As Successor Trustee— Now What? Free Educational Seminars Saturday, March 28 or Monday, March 30 W. Bailey Smith, the “Trust Doctor” and co-counsel with Law Stein Anderson, LLP, and Nick Carrigan, Esq., Senior Associate at Law Stein Anderson,...
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Happy St. Patrick’s Day

17 Mar 2026
W. Bailey Smith
0
Blog

🍀✨ Happy St. Patrick’s Day! Just like a four-leaf clover, good estate planning brings luck and peace of mind. 🍻 So get your affairs in order, and may your legacy shine brighter than a pot of gold! 💚🍀 #stpatricksday #luckoftheirish #estateplanning

Call the TRUST DR!

18 Feb 2026
W. Bailey Smith
0
Blog

We have helped over 8,000 people create their estate plan. Let us help you, call the TRUST DR! Law Office of W. Bailey Smith 2601 Main Street, Suite 1200, Irvine CA 92614 (949) 833-8891 bsmith@yourtrustdr.com

W. Bailey Smith, Certified Specialist in Estate Planning, Trust, and Probate Law

13 Feb 2026
W. Bailey Smith
0
Blog

The State Bar of California has proudly recognized W. Bailey Smith as a Certified Specialist in Estate Planning, Trust, and Probate Law. Remarkably, less than ½ of 1% of all attorneys achieve this prestigious certification in such a specialized field. To earn...
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Meal with Paddington Bear

05 Jan 2026
W. Bailey Smith
0
Blog

Just had the sweetest meal with Paddington Bear, where The Trust Dr. (W. Bailey Smith) and Paddington shared a delightful marmalade sandwich while laughing about estate planning and death tax protection! If you want to be in on the joke or learn...
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Informative Seminar Attracted Over 120 Attendees

30 Dec 2025
W. Bailey Smith
0
Blog

Last month, The Trust Dr. (W. Bailey Smith) and Nick Carrigan from Law Stein Anderson hosted an informative seminar that attracted over 120 attendees! The discussion centered on the important topics of being a successor trustee and the latest changes in tax...
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Merry Christmas 2025

18 Dec 2025
W. Bailey Smith
0
Blog

Best Lawyers 2026

15 Dec 2025
W. Bailey Smith
0
Blog

I am honored to be recognized as one of the Best Lawyers in the United States in the area of Trusts and Estates – W. Bailey Smith

Successor Trustee Seminar 2025

26 Nov 2025
W. Bailey Smith
0
Blog

You Have Been Appointed As Successor Trustee— Now What? Free Educational Seminars Saturday, November 29 or Monday, December 1 W. Bailey Smith, the “Trust Doctor” and co-counsel with Law Stein Anderson, LLP, and Nick Carrigan, Esq., Senior Associate at Law Stein Anderson,...
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Veterans Day – Honoring All Those Who Served

06 Nov 2025
W. Bailey Smith
0
Blog

Thank You! As we reflect on the selfless service and sacrifice of our Veterans, we wish to extend our gratitude to all those who have defended our great Nation and those who are currently serving. We remain grateful for what all of...
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Recent Posts
Do Your Parents Have an Estate Plan?
30 Oct 2026
Frequently Asked Questions About the Protection Trust
22 Oct 2026
How to Avoid the Britney Spears Problem
15 Oct 2026

About Us

W. Bailey Smith is a Certified Specialist in Estate Planning, Trust Administration and Probate. He has served as an Agent in Counter-Intelligence in the U.S. Army. He graduated from Stanford University and the University of California, Hastings College of the Law.

Recent News

Do Your Parents Have an Estate Plan?

Frequently Asked Questions About the Protection Trust

How to Avoid the Britney Spears Problem

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