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W. Bailey Smith

Estate planning Attorney at Irvine, CA

5.0   14 reviews
  • Licensed for 53 years
    State CA
    Acquired 1971
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About W.

Learn W.’s areas of practice.

Certified Specialist in Estate Planning, Trust Administration and Probate – Irvine & Long Beach Offices

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. I have been quoted in the Wall Street Journal, the Reader’s Digest, the American Bar Association Journal, the Orange County Apartment Magazine, and the Orange County Lawyer.

I am a Trust Doctor, not a medical doctor. I fix trusts! Some trusts are broken, some are antiquated, and some need to be created. I help families avoid creditors and predators. I also assist families to reduce or eliminate the voluntary death tax. I show families how to keep their family money in their bloodline for generation after generation by avoiding the in-laws that often become the “outlaws”. How would you feel if your children or your grandchildren did not receive their inheritance?

I am a Certified Specialist in Estate Planning, Trust Administration and Probate. My offices continue to serve the greater Los Angeles and Orange County areas and are conveniently located in Irvine and Long Beach, California. Please call for your complimentary consultation today.

Photos and videos

Location

Law Offices of W. Bailey Smith
2601 Main Street
Ste 1200
Irvine, CA, 92614

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Reviews

5.0 / 5.0
  14 customer reviews
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Posted by Art | August 16, 2023
This review is from a person who hired this attorney.
| Hired Attorney
TRUSTS AND RELATED DOCUMENTS
Provided excellent advice and produced of all the necessary documents for our state planning. this included trusts, wills, power of attorney and medical directives.
Posted by Ken, Betty | June 14, 2023
This review is from a person who hired this attorney.
| Hired Attorney
legacy trust
Was specific, designed a legacy trust to meet all families needs of our children, grand children, & protection again taxes creditors/probate. Great support staff as well. Ken, Betty Mackintosh
Posted by Lee | June 11, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Great Trust Lawyer
Bailey Smith recently updated my trust and I highly recommend him. I've known him for many years and he truly cares about protecting the interests of your family, loved ones an all concerned. He is very good at what he does and takes time explaining the benefits of having a trust and answering any questions you have. Easy to talk with and a very nice man!
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Posted by Wendy | April 17, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Mrs. Wendy Shigeta
I have always been apprehensive concerning lawyers, until meeting Bailey. My husband and I, did not know anything about living trusts, but, with Bailey, he helped to simplify it. He and Irene, took care of our living trust and explained and walked us through all that we needed to do. We had issues concerning a lega matter regarding a recent dealth in the family. My sister-in-law was not satisfied with her brother's trust, and had her lawyer write us a letter. We spoke to Bailey regarding this, and he took care of everything for us. Both my husband and myself reccomend him highly. He really has concern for his clients, and I find him a very warm and kind person.
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Posted by Betty | March 26, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Mrs
Bailey was a wonderful attorney. Knowledgeable and professional while being extremely personable. Irene was wonderful as well.
Posted by Frank | January 8, 2019
This review is from a person who hired this attorney.
| Hired Attorney
President
Over the last several years, I have established an excellent working relationship with estate attorney Bailey Smith. In addition to working together with clients and prospective clients, we regularly attend on-going STEP (www.step.org) meetings and other CE type meetings on estate planning (i.e., by USC Law, etc.). Bailey made an excellent presentation on the new tax law’s effect on estate planning at my firm’s recent “Taking Care of Your Financial Well-Being” conference. This conference, an annual event held each October, brings together a limited number of my clients to learn current “best practice” type information from representatives of leading financial firms, and estate planning attorneys. Information directly related to building and protecting their wealth. Bailey Smith’s presentation was exceptional. Based on the above first hand experiences, I have no reservation in referring my clients to him for their estate planning needs. He is well qualified, well spoken, and personally engaging.
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Posted by Glenn | January 4, 2019
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Bailey is the go to Trust Doctor in Orange County
Bailey is also known as the local Trust Doctor. I have worked with Bailey for several years and have referred several High Net Worth Clients to him with complex Estate and Financial situations. Bailey did a fantastic job of explaining where they were with their current Estate plan and how he could help them with some of the issues they had overlooked. He has also conducted several high value live seminars for families that are dealing with family members who have dementia and Alzheimer related issues and brought in an research expert on the subject from a local university, Bailey is a true professional and a pleasure to work with.
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Posted by scott | January 2, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Helped my family
One of the best Trust attorney's in Orange County. Not only knowledgeable but has patience and ability to communicate challenging planning techniques to families so they can proactively disinherit the IRS. Highly recommend you schedule a complimentary meeting with him to help your family preserve what you have worked so hard to make.
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Posted by Philip | November 30, 2018
This review is from a person who hired this attorney.
| Hired Attorney
The Trust Doctor Gained My Trust
Bailey always provides excellent advice and counsel for me and for the clients I have referred to him. There is no one else I trust to handle trusts and estate planning matters. The Doctor is definitely in!
Posted by Randolph | November 14, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Great Attorney Review
Bailey Smith made it very easy to understand the many choices we had to consider for establishing a family trust. He and his staff were quick to respond to our questions and very helpful. He made a complicated process easy for us. Thank You
Posted by Myrt | June 24, 2018
This review is from a person who hired this attorney.
| Hired Attorney
He's a Trust Doctor!
In 1988 our financial advisor recommended we consult Bailey Smith to create a family trust. We hired him on the spot! We've been seeing him on update basis ever since and have been very pleased with his advice. He keeps us current on changes to the law. His staff is always responsive to any questions we may have. He truly IS a "Trust Doctor" and deserves an EXCELLENT rating.
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Posted by Ron | May 24, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional service and result
My wife Sandee and myself are and have been exceptionally pleased with the Trust work provided by Mr Smith. Not only has he created a solid trust for our family, he has successfully communicated every aspect of our trust and explained additional opportunities which would make our estate more effective and therefore safer for our families protection.
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Posted by TED | February 24, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Mr.
Mr. Smith and his staff did a 10-stars EXCELLENT job for me to update my estate plan. They ALL were MOST patient, courteous, respectful, friendly and made me feel comfortable throughout the process which was emotional for me with the contemplated changes. Mr. Smith and his paralegal, Irene Bacunawa, took every step to insure I was happy and totally understood the process with their 100% professionalism. They "held my hand" with the utmost patience. The entire journey was handled MOST efficiently. I could not have been happier or more satisfied. Had I known what a pleasant experience Mr. Smith and Miss Bacunawa would create for me, I wouldn't have put it off so long. They patiently answered question after question. I would recommend Mr. Smith and his team without reservation - - they all were absolutely wonderful and I am VERY happy! They are "the best in the business!"
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Posted by anonymous | February 15, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Bailey Smith
I have been a client of Bailey since 1999 I find him to be very professional and knowledge and an excellent Attorney
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Cost

Rates
  • Free Consultation 30 minutes
  • Hourly Rates $ 495-495 per hour
  • Retainer Always
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Attorney
  • Tredway, Lumsdaine & Doyle, LLP
  • 2012 - Present
  • Adjunct Professor
  • California State Long Beach
  • 1997 - 2007
  • Associate
  • Haight Brown & Bonesteel
  • 1973 - 1975
  • District Attorney
  • Riverside District Attoreny
  • 1971 - 1973
View all work experience

Education

  • University of California, Hastings College of the Law
  • JD - Juris Doctor
  • 1969
  • Stanford University
  • undergraduate
  • 1965

Associations

  • Orange Coast Estate Planning Trust Council
  • Member
  • 1980 - Present
  • Orange County Bar Association
  • Member
  • 1974 - Present
  • State Bar of California, Trusts and Estates Section
  • Member
  • 1974 - Present
  • Orange County Estate Planning Council
  • Board of Directors
  • 2001 - 2001
View all associations

Languages Spoken

  • English

Honors and Awards

  • Client Champion Award
  • Martindale-Hubbell
  • 2019
  • AV Preeminent 5.0 out of 5 Peer Review Rated
  • Martindale-Hubbell
  • 2019
  • Distinguished
  • Martindale-Hubbell
  • 2016
  • Quoted in Best Selling Book
  • How To Avoid Probate by Norman Dacey
  • 2005
  • Certified Specialist - Estate Planning, Probate, and Trust Law
  • State Bar of California
  • 2000
View all awards

Publications

  • Orange County Lawyer Magazine
  • What Is the Biggest Legal Loophole in the Tax Law Today
  • 2005
  • Readers Digest
  • How To Avoid Probate
  • 2002
  • American Bar Association Journal
  • How to Avoid the Gigolo
  • 2000
  • Orange County Register
  • How Your Trust Works
  • 1997
  • California Apartment Owners Association
  • How To Avoid Probate
  • 1995
View all publications

Speaking Engagements

  • Last Minute Tax Planning
  • Last Minute Tax Planning
  • 2019
  • President Trump's New Tax Law
  • President Trump's New Tax Law
  • 2018
  • How to Administrate a Trust
  • How to Administer a Trust
  • 2016
  • Radisson Hotel
  • The New Rules In Estate Tax Planning for 2015
  • 2015
  • Professional Fiduciary Services
  • Estate Tax Planning Today
  • 2015
  • Farmers & Merchants Bank in Newport Beach
  • Current Developments In Estate Planning
  • 2015
  • Wells Fargo Bank Conference
  • How To Plan Your Estate Today
  • 2014
  • Radisson Hotel
  • Portability Of The Estate Tax Exemption
  • 2014
  • Orange County Medical Association
  • 10 Biggest Legal Loopholes In The Tax Law
  • 2014
  • Newport Beach-Irvine Rotary Club
  • How To Plan Your Estate Today
  • 2014
  • Farmer & Merchants Bank in Long Beach
  • 10 Biggest Mistakes In Estate Plan
  • 2014
  • So You Are a Trustee, Now What?
  • Successor Trustee Duties
  • 2013
  • Professional Fiduciary Services
  • Ancillary Estate Planning Documents
  • 2011
View all speaking engagements

Attorney endorsements

Received (9)
Given (4)
Endorse W.
Estate planning Attorney | Aug 17
Relationship: Fellow lawyer in community
"I have known Bailey for over 40 years. Being also a certified specialist by the State Bar of California in the areas of Estate Planning, Trust and Probate Law, like Bailey, I know first-hand that he is a top-notch estate planning attorney. I wholeheartedly recommend Bailey to anyone looking to do an estate plan or update to an existing one."
Estate planning Attorney | Aug 14
Relationship: Fellow lawyer in community
"I endorse this lawyer. I have known W. Bailey Smith as a professional colleague in several professional organizations where we are members together for quite a few years. Bailey is extremely knowledgeable about the field of estate and tax planning, and he has an impeccable record for ethics and high quality client services. I give W. Bailey Smith my highest recommendation."
Estate planning Attorney | Aug 14
Relationship: Fellow lawyer in community
"I know and have worked with Bailey for almost 40 years.. he is a great guy and no one knows more about estate planning and taxes .. he is the best."
Estate planning Attorney | Apr 28
Relationship: Fellow lawyer in community
"Bailey is not only a certified specilaist in the area of estate planning, he literally wrote the book on it! I recommend 100% of my clients with estate planning needs to Bailey. He can save their heirs thousands to millions of dollars."
Estate planning Attorney | Apr 18
Relationship: Fellow lawyer in community
"Bailey is a recognized leader in estate planning, trusts, and trust administration. He brings decades of leadership in these fields. He is a dedicated, thoughtful professional who has no peers."
Estate planning Attorney | Apr 13
Relationship: Worked together on matter
"I endorse this lawyer. Bailey Smith is a certified specialist in estate planning, trusts and probate. He is a well respected estate planning attorney in Southern California."
Estate planning Attorney | May 16
Relationship: Fellow lawyer in community
"I endorse this lawyer. Bailey has been one of the top trusts and estates attorneys in Orange County for decades. There is nothing a client can ask of Bailey that he has not seen before. Top notch."
Estate planning Attorney | May 25
Relationship: Worked together on matter
"Over the years Bailey has provided my clients in Hawaii with expert services in funding their California properties into trust and other related estate planning matters. He is one of California's best and brightest."
Trusts Attorney | Apr 16
Relationship: Fellow lawyer in community
"I endorse this lawyer."
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Irvine Estate planning Lawyer W. Bailey Smith
W. Bailey Smith
Estate planning Attorney
Irvine, CA
Licensed for 53 years
Free Consultation