Reviews

Provided excellent advice and produced of all the necessary documents for our state planning. this included trusts, wills, power of attorney and medical directives.

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

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!

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.

Bailey was a wonderful attorney. Knowledgeable and professional while being extremely personable. Irene was wonderful as well.

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.

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.

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.

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!

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

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.

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.