Frank R. Bailey III, Attorney at Law Frank R. Bailey III, Attorney at Law
Business Organizations & Transactions Real Estate Estate Planning & Probate Tax Planning & Litigation
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For Probate & Estate Planning in Sonoma County, Call On Us

Probate & Estate Planning Attorney

Frank Bailey represents individuals and families to address their estate planning, business succession, charitable, and probate goals in the Sonoma County area. Mr. Bailey listens first, and makes the client's goals his priority when applying his experience in these fields. Representative clients in this area live in the Sonoma County area and outside the United States, and include:

Grandparents -- Parents -- Business and Property Owners -- Beneficiary Children -- Trustees -- Executors -- Decedent's Estates -- Health Care Agents -- Heirs

 

Mr. Bailey is certified by the State Bar of California as a Specialist in Estate Planning, Trust and Probate Law; he also holds the National Association of Estate Planners & Councils certification as an Accredited Estate Planner. Clients look to Mr. Bailey for his experience of over 25 years in various fields of law, including:

Property -- Trusts -- Estate Tax -- Title and Ownership -- Community Property -- Gift Tax -- Probate Proceedings -- Principal and Agent -- Real Estate -- Family Business Organizations

 

Representative projects in this field include counseling clients and preparing documents including:

Wills -- Trusts -- Asset and Health Care Powers of Attorney -- Gifts -- Family Business Agreements -- Title Transfers -- Family Loans -- Life Insurance Trusts -- Charitable Remainder Trusts -- Grantor Retained Annuity Trusts -- Private and Public Foundations -- Charitable Giving -- Family Limited Liability Companies -- Conservation Easements -- Decedent Administration of an Estate and Trust -- Distribution of Decedent's Property -- Trustee Administration and Accounting for Trusts

 

Recent examples of Mr. Bailey's work in this area include:

  • Preparing a trust, wills and powers of attorney for a married couple
  • Assisting the Trustee of a Trust and Executor under a Will to pass an estate to loved ones
  • Planning gifts as part of a family business succession plan
  • Advising a client on income tax consequences of distributing estate assets and dissolving an estate corporation
 

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

 

When you come to discuss your probate and estate planning with Frank Bailey, you can expect sensitive and empowering professional counsel in our Santa Rosa law office.

 
 

Call (707) 525-8850 To Schedule A Consultation