There are at least 10 great reasons to hire the Law Offices of W. Bailey Smith. Please read them carefully and we're confident that you will be calling our office at 949-833-8891 for your complimentary appointment…more
What a tax mess congress has created! How are you affected? What should you do? Please read this important newsletter and contact our office at 949-833-8891 for your complimentary consultation…more
Even for those with modest estates, one available planning option which is growing in popularity is the “Family Legacy Trust.” This arrangement is also known as the “Generation Skipping Trust,” or the “Dynasty Trust,” because it…more
What a mess Congress has created! We are now in a year where there is no federal estate tax - but hold the cheers. Congress has substituted another method of taxation that will collect more taxes from many of our clients and…more
The Grantor Retained Annuity Trust (GRAT) is an irrevocable trust that you create. At the end of its life it will transfer the assets remaining in the trust to someone else (normally your children). While the trust is in…more
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