IRA Archives - Law Offices of W. Bailey Smith

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IRA

Where is your beneficiary designation form?

23 May 2024
W. Bailey Smith
0
Blog, Estate Planning

Your beneficiary designation forum is the document that controls your IRA, 401 (K), and other retirement plans. You need to keep a...
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The Last Great Tax Break for 2019

12 Nov 2019
W. Bailey Smith
0
Blog, Uncategorized

THE LAST GREAT TAX BREAK FOR 2019 You may be looking for a way to make a big difference to help further...
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Well Attended Successor Trustee Seminar 2026
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25 Mar 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

Well Attended Successor Trustee Seminar 2026

Happy Easter 2026

Successor Trustee Seminar 2026

Our Office

Address:
2601 Main St, Suite 1200
Irvine, CA 92614 Map

(949) 833-8891

bsmith@yourtrustdr.com

The information on this website is for general information purposes only. Nothing on this website should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

SERVING COMMUNITIES THROUGHOUT THE ENTIRE STATE OF CALIFORNIA

LOS ANGELES COUNTY
Agoura Hills, Alhambra, Arcadia, Artesia, Avalon, Azusa, Baldwin Park, Bell, Bell Gardens, Bellflower, Beverly Hills, Bradbury, Burbank, Calabasas, Carson, Cerritos, Claremont, Commerce, Compton, Covina, Cudahy, Culver City, Diamond Bar, Downey, Duarte, El Monte, El Segundo, Gardena, Glendale, Glendora, Hawaiian Gardens, Hawthorne, Hermosa Beach, Hidden Hills, Huntington Park, Industry, Inglewood, Irwindale, La Cañada Flintridge, La Habra Heights, La Mirada, La Puente, La Verne, Lakewood, Lancaster, Lawndale, Lomita, Long Beach, Los Angeles, Lynwood, Malibu, Manhattan Beach, Maywood, Monrovia, Montebello, Monterey Park, Norwalk, Palmdale, Palos Verdes Estates, Paramount, Pasadena, Pico Rivera, Pomona, Rancho Palos Verdes, Redondo Beach, Rolling Hills, Rolling Hills Estates, Rosemead, San Dimas, San Fernando, San Gabriel, San Marino, Santa Clarita, Santa Fe Springs, Santa Monica, Sierra Madre, Signal Hill, South El Monte, South Gate, South Pasadena, Temple City, Torrance, Vernon, Walnut, West Covina, West Hollywood, Westlake Village, Whittier

ORANGE COUNTY
Aliso Viejo, Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Newport Beach, Orange, Placentia, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach, Stanton, Tustin, Villa Park, Westminster, Yorba Linda

RIVERSIDE COUNTY
Banning, Beaumont, Blythe, Calimesa, Canyon Lake, Cathedral City, Coachella, Corona, Desert Hot Springs, Eastvale, Hemet, Indian Wells, Indio, Jurupa Valley, La Quinta, Lake Elsinore, Menifee, Moreno Valley, Murrieta, Norco, Palm Desert, Palm Springs, Perris, Rancho Mirage, Riverside, San Jacinto, Temecula, Wildomar

SAN BERNARDINO COUNTY
Adelanto, Apple Valley, Barstow, Big Bear Lake, Chino Hills, Chino, Colton, Fontana, Grand Terrace, Hesperia, Highland, Loma Linda, Montclair, Needles, Ontario, Rancho Cucamonga, Redlands, Rialto, San Bernardino, Twentynine Palms, Upland, Victorville, Yucaipa, Yucca Valley

SAN DIEGO COUNTY
Carlsbad, Chula Vista, Coronado, Del Mar, El Cajon, Encinitas, Escondido, Imperial Beach, La Mesa, Lemon Grove, National City, Oceanside, Poway, San Diego, San Marcos, Santee, Solana Beach, Vista

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