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W. Bailey Smith , Of Counsel

W. Bailey Smith 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, he practiced law as a Deputy District Attorney and then with a major Los Angeles law firm.

He has been certified as a Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization. He has created more than 6,500 trusts for satisfied clients. He has taught estate and gift taxation, and lectured on tax savings throughout California. He has published a 52-page booklet titled “How to Plan Your Estate Today” and has recorded a 30-minute DVD describing estate planning. He has 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. He was an adjunct professor at Long Beach State for ten years.

He is a member of the Orange Coast Estate Planning Council, the Trusts and Estates Section of the Orange County Bar Association, and the Trusts and Estates Section of the California Bar. With more than 40 years experience as an attorney, he specializes in wills, trusts, and probate in both Irvine and Long Beach, California.

Bailey was one of the founders of the “Aquathon” which is an annual walk & swim of 8 miles from Emerald Bay to the Ritz Carlton. Bailey has served on the Board of Directors for several different groups including the Orange County Estate Planning Council, the UCI Mind Advisory Board, the Back Bay Club, the Newport-Beach-Irvine Rotary Club, the Stanford Fund, and the Bailey Drug Company. He has also served as the President of two California charities.


EDUCATION

  • Standford University (B.A., 1965)
  • University of California, Hastings College of Law (J.D., 1969)

BAR ADMISSIONS

  • California, 1970
  • United States District Court, 1971
  • United States Supreme Court, 1972

Community Involvement

  • American Cancer Society
  • Arthritis Foundation
  • Boys & Girls Club of Santa Ana
  • Laguna Beach Art Museum
  • Laguna Playhouse
  • Lincoln Club
  • Newport Irvine Rotary Club
  • Orange County Baron’s League
  • Paul Harris Foundation
  • School Power/Laguna Beach Education Foundation
  • UCI Chancellor’s Club
  • UCI Mind Institute

Groups Spoken To

  • American Arthritis Association (Chairman of Annual Program)
  • American Heart Association
  • Cal State Fullerton, Business School
  • CLU Society of Bakersfield
  • Edward Jones Investments
  • Emerald Bay Community Association
  • Exit Coach Radio Show
  • Farmers & Merchants Bank
  • Glendale Federal Savings and Loan
  • Hoag Presbyterian Hospital
  • International Association of Financial Planners – National Convention in Atlanta, Georgia
  • Lincoln Financial Advisors
  • Long Beach Memorial Hospital
  • Long Beach State University
  • Merrill Lynch Wealth Management
  • Morgan Stanley
  • Oasis Senior Center
  • OC CPA Society
  • OC Medical Association
  • Pacific Financial Radio Show
  • Pacific Life (Programs in Newport Beach, Los Angeles, Texas, Florida, and Georgia)
  • ProVisors
  • Ric Edelman Financial (both in California and nationally)
  • Rotary Clubs throughout Orange County and Los Angeles County
  • St. Michael and All Angels Episcopal Church
  • Stanford University
  • Title Insurance talk to attorneys in Orange County, San Diego County, and LA County
  • University of Southern California (Orange County Campus)
  • Wells Fargo Bank

 

attorney

(949) 833-8891

PRACTICE AREAS

  • Estate Planning
  • Probate
  • Trust Administration