and the Oscar goes to…
The “Trust Dr” for his role in saving over 7,000 families from Probates, Conservatorships and Death Taxes.
Wishing a very Happy Father’s Day to all
Father (n). Giver of unconditional love and unsolicited advice. From the Trust Doctor (W. Bailey Smith) the father of over 7,000 trusts... Read More
“You Have Been Named as a Successor Trustee – Now What?” Lecture Series
This weekend I, W. Bailey Smith (The Trust Dr.) gave a free lecture on estate planning. I have created over 7,000 trusts... Read More
How Do You Hold Title To Your Investments?
Most people hold title to their investments in joint tenancy, but this is often not the best way to hold title. To... Read More
Is Your Trust a Ticking Time Bomb? Avoid Unnecessary Hassle and Expense for your Family
Everything you need to know about A-B Trusts and how to fix them. View the full guide here. Call W. Bailey Smith... Read More
What Clients Are Saying About W. Bailey Smith: “We Have Used The Trust Doctor for 25 Years”
“Bailey is one of the few certified estate tax attorneys in Orange County. He drafted our estate plan. He represented us in... Read More
What Clients Are Saying About W. Bailey Smith: “Bailey Gave Me Peace of Mind”
Bailey Gave Me Peace of Mind “My Wife and I could not be more please with the expertise and support provided by... Read More
Happy Halloween from WBS (The Trust Dr.)
Do not wait until it is too late to come see me to plan your Estate! Happy Halloween from WBS (The Trust... Read More
