Law Offices of W. Bailey Smith

THE WUHAN SHAKE GREETING HAS ARRIVED IN ORANGE COUNTY Marc Brenner, Kathy Clark, and myself have decided against hand-shaking last night. They greeted each other with the "Wuhan Shake." We tapped each other's shoes together. NO need for the elbow bump anymore. The Wuhan Shake has arrived. Try it!

I will be hosting 3 free lectures on the "15 Biggest Estate Planning Mistakes" on the following dates: Tuesday, January 28th at 9:30 AM Tuesday, January 28th at 2:00 PM Wednesday, January 29th at 9:30 AM If you are interested in attending please call (949) 756-0684 or email [email protected]... https://myemail.constantcontact.com/Free-Seminar-on--The-15

One of the most important decisions you will make is who will serve as your trustee. The trustee you name will play a key role in administering your trust. After you die he will be tasked with transferring your assets according to your wishes. Even the best written trust can run into trouble without the right trustee to guide them. Read my blog below to find some key points in deciding who is the right trustee. https://www.yourtrustdr.com/choosing-a-trusee-for-your-tru/

Congress killed the stretch IRA for heirs. Read about the details in the attached Wall Street Journal called the IRA Bait and Switch. https://www.wsj.com/ar/the-ira-bait-and-switch-11577053233

Have you been naughty or have you been nice in 2019? This article is directed towards all my clients, and all estate planners, including attorneys, accountants, trust officers, life insurance agents, and financial planners. This will help you decide whether you’ve been naughty or you’ve been nice. Many thanks to Steve Oshins, Esq. AEP (Distinguished) for this holiday inspiration. https://www.yourtrustdr.com/santas-2019-estate-planning-a-/

My favorite charity is the Boys and Girls Club, and I do what I can to support them. This is a photograph of my West Highland Scottish Terried, named Miss Charity. Story behind Miss Charity’s name: The Boys and Girls Club Annual Drive is like all charity auctions, you have cocktails before dinner. You sit down for dinner and then they give you several glasses of wine. When you and your wife are both snookered they bring in the puppy and put it on your wife’ s lap. Then the bidding war starts. So that’ s how she got her name, Miss Charity, because of the Boys and Girls Club Annual Charity Auction.

SPOTS AVAILABLE for my last seminar of February! Tomorrow at 9:30 am I will be speaking about the "15 Biggest Estate Planning Mistakes of 2020." My seminars are directed towards all my clients, all estate planners, including attorney's, accountants, trust officers, life insurance agents, and financial planners. This seminar will be taking place at TLD Law in Irvine at 2010 Main Street, Suite 1000 Irvine, CA 92614. Interested in attending my seminar on Wednesday, February 26th at 9:30 AM? RSVP now to secure your spot by calling TLD LAW at 949-756-0684 or email [email protected] #estateplanning #ocattorney #freeseminar

Yep! The Trust Doctor and Lenda getting ready to cook our bird. We hope all of you enjoyed your Thanksgiving Day as much as we did.

Next week I will be hosting three free seminars where I will be speaking about the "15 Biggest Estate Planning Mistakes of 2020." My seminars are directed towards all my clients, all estate planners, including attorney's, accountants, trust officers, life insurance agents, and financial planners. Interested in attending? RSVP now to one of the following seminars: February 25th @ 9:30 AM... February 25th @ 2:00 PM February 26th @ 9:30 AM To secure your spot please email [email protected] or call TLD LAW at 949-756-0684. #estateplanning #ocattorney #freeseminar

I hosted a successful cocktail party at my home in Laguna Beach honoring State Senator John Moorlach. With over 60 people in attendance, it was a night to remember!