W Bailey Smith – Law Offices of W. Bailey Smith

2008-2010 Newsletters

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
| Wills, Trusts, & Estate Planning

What is the Biggest Legal Loophole in the Tax Law Today

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
| Wills, Trusts, & Estate Planning

2010 Spring Newsletter

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
| Wills, Trusts, & Estate Planning

Grantor Retained Annuity Trusts (GRATS) - How Beneficial?

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
| Wills, Trusts, & Estate Planning
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Irvine, CA 92614, United States


Areas of Practice
  • Wills, Trusts, & Estate Planning
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