Frank R. Bailey III, Attorney at Law Frank R. Bailey III, Attorney at Law
Business Organizations & Transactions Real Esate Estate Planning & Probate Tax Planning & Litigation
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Business Law Attorney - Santa Rosa, Sonoma County, CA

Corporations - Partnerships - Limited Liability Companies - Charitable Organizations - Formation - Contracts - Buy/Sell Agreements - Withdrawal of Partners - Loan Documents - Tax Planning - Trademarks - and More

Real Estate Attorney - Santa Rosa & Sonoma County, CA

Commercial and Residential - Purchase and Sell - Lease - Financing - Development - Condominiums - Reciprocal Easements - Property Tax and Prop 13

Probate & Estate Planning Attorney - Sonoma County, CA

Wills - Trusts - Gifts - Powers of Attorney - Business Succession Planning - Probate Court - Life Insurance Trusts - Charitable Remainder Trusts - Grantor Retained Annuity Trusts - Estate Tax Planning

Tax Planning & Litigation - Sonoma County, CA

Tax Planning for Individuals, Businesses & Estates - FBAR - Foreign Disclosures - IRS Notices - Audits - Collection Due Process Hearings - Appeals - Tax Court Litigation

Frank R. Bailey, III
Sonoma County Attorney at Law

Frank R. Bailey, III is an attorney with over 25 years experience counseling individuals and closely held businesses in a wide range of business, estate planning, and tax matters. He is outside "general counsel" to a variety of locally based entrepreneurs and business owners; including second generation family owner managers. Mr. Bailey represents his clients on a personal level to address their estate planning goals to protect their assets and provide for their families.

 

Representative clients of Mr. Bailey include:

Business Owners -- Entrepreneurs -- Families -- Retirees -- Wineries -- Vineyards -- Auto Dealers -- Manufacturers -- Distributors -- Retailers -- Franchisees -- Hotel Operators -- Artists -- Landlords -- Doctors -- Lawyers -- Accountants -- Dentists -- Contractors -- Real Estate Developers

 

Mr. Bailey's office is in downtown Santa Rosa, California, Sonoma County, looking over the redwood trees of Courthouse Square.

Mr. Bailey grew up in a family of business entrepreneurs, with an atmosphere of optimism for the opportunities available to us all, and the passion to pursue those opportunities while valuing and protecting the hard work of each member of the family.

 

View more information on Mr. Bailey's work in the field of Real Estate, Business Organizations Estate Planning, Trusts and Probate and Tax Planning and Controversies.

 

Mr. Bailey obtained his B.A. degree from U.C. Berkeley in 1980 with dual majors in economics and history, and received his law degree, with honors, from Tulane University School of Law in 1984. Mr. Bailey obtained his license to practice law from the State of Louisiana in 1984, and from the State of California in 1990. He received a Diploma in Taxation from the University of San Diego for one year of graduate tax law work in 1989 focused on tax planning for businesses and estates. During the years 1986 to 1990, the U.S. Treasury Department employed Mr. Bailey as a District Counsel attorney, representing and advising the IRS on tax litigation and collection matters. The National Association of Estate Planners and Counselors awarded Mr. Bailey with the Accredited Estate Planner designation in 2009. The State Bar of California certified Mr. Bailey as a Specialist in Taxation Law in 1992, and a Specialist in Estate Planning, Trusts and Probate Law in 2010.

 

Mr. Bailey has presented lectures on a wide range of business, estate planning and tax subjects to various organizations, including the Internal Revenue Service, Sonoma County Bar Association, California Society of CPAs, Institute of Management Accountants, Sonoma County Grape Growers Association.

 

Mr. Bailey was admitted to practice before the U.S. Tax Court in 1986, the U.S. Court of Claims in 1996, and various U.S. District Courts throughout this period.

 

We invite you to phone our Santa Rosa law office at (707) 525-8850.