We take cases that occur throughout Southern California, including Orange County, Los Angeles County, Riverside County, San Bernardino County and San Diego County. There are numerous types of trusts available for individuals. Depending on your specific circumstances, the number of your heirs, or the beneficiaries, business interests, or taxes you have, the type of trust you may need will vary.
We have helped over 7,000 clients select the right trust for their needs. Call us at 949-756-0684. When you work with our Orange County Estate Attorney team, we will discuss in detail specifics about your estate and your wishes and determine which type of trust and pour-over will could work for you and your needs. Revocable Living Trusts: These trusts can be created and altered throughout your life and will transfer ownership at the time of death.
In some cases, these trusts can help avoid the probate process, or streamline the process significantly for any beneficiaries named in the trust. Irrevocable Trusts: Irrevocable living trusts cannot be changed in any manner once they are created.
We have helped over 7,000 clients select the right trust for their needs. Call us at 949-756-0684. When you work with our Orange County Estate Attorney team, we will discuss in detail specifics about your estate and your wishes and determine which type of trust and pour-over will could work for you and your needs. Revocable Living Trusts: These trusts can be created and altered throughout your life and will transfer ownership at the time of death.
In some cases, these trusts can help avoid the probate process, or streamline the process significantly for any beneficiaries named in the trust. Irrevocable Trusts: Irrevocable living trusts cannot be changed in any manner once they are created.
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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.
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.
Our family owns an international manufacturing company.
I was audited by the IRS and had several meetings with our CPAs and our corporate attorneys, they both told us we had no case and we had to pay additional estate taxes to the IRS.
We wanted a second opinion and we consulted with the law firm of W. Bailey Smith.
Bailey advised us to fight the IRS.
We followed Bailey's advice and we won.
Thank you Bailey for saving our family millions of dollars in taxes.
You saved our family business.
I will always be grateful to Bailey.
I was audited by the IRS and had several meetings with our CPAs and our corporate attorneys, they both told us we had no case and we had to pay additional estate taxes to the IRS.
We wanted a second opinion and we consulted with the law firm of W. Bailey Smith.
Bailey advised us to fight the IRS.
We followed Bailey's advice and we won.
Thank you Bailey for saving our family millions of dollars in taxes.
You saved our family business.
I will always be grateful to Bailey.
For most clients, an estate plan includes a living trust, pour over wills, durable powers of attorney and advance health care directives.
It also includes a schedule A to list the assets you have including real estate, bank accounts and business interests like S corporations, partnerships and LLCs.
Probate is required if a person has no Will.
Probate is also required even if a person has a Will.
Probate is required unless a person takes steps to avoid probate.
Probate is "proving the will" through a court proceeding.
It also includes a schedule A to list the assets you have including real estate, bank accounts and business interests like S corporations, partnerships and LLCs.
Probate is required if a person has no Will.
Probate is also required even if a person has a Will.
Probate is required unless a person takes steps to avoid probate.
Probate is "proving the will" through a court proceeding.
Estate planners owe a duty to their clients.
This duty is not just to create an estate plan for the clients, but also to explain it to them in such a way that they can easily understand it.
2. Written handouts that may be given to clients after the initial interview, that will aid the client in understanding estate planning.
The public has not acted on revocable living trusts because the legal profession has not done an adequate job of simplifying this complex area into a format that is understandable.
This duty is not just to create an estate plan for the clients, but also to explain it to them in such a way that they can easily understand it.
2. Written handouts that may be given to clients after the initial interview, that will aid the client in understanding estate planning.
The public has not acted on revocable living trusts because the legal profession has not done an adequate job of simplifying this complex area into a format that is understandable.
Even if you are handling or facing a probate situation now involving a loved one, it is not too late to avoid probate for YOU.
You can draft an estate plan by setting up a revocable living trust to avoid probate when you pass away.
Everyone needs a trust including all the famous celebrities.
Remember when Michael Jackson or Prince died?
Their estates went to probate court because they did not do pre-planning with an attorney to set up a revocable living trust.
We can consult and advise clients who is a heir in a probate case to ensure that the probate is being handled properly by the court appointed personal representative.
You can draft an estate plan by setting up a revocable living trust to avoid probate when you pass away.
Everyone needs a trust including all the famous celebrities.
Remember when Michael Jackson or Prince died?
Their estates went to probate court because they did not do pre-planning with an attorney to set up a revocable living trust.
We can consult and advise clients who is a heir in a probate case to ensure that the probate is being handled properly by the court appointed personal representative.
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