Back to the directory
Request an introduction

At a glance
- Discipline
- Attorney
- Designations
- —
- Firm
- Frank R. Bailey III, Attorney at Law
- Located
- Santa Rosa
Frank Bailey
Attorney
Frank R. Bailey III, Attorney at Law — Santa Rosa
Practice
Mr. Bailey has been an attorney for over 30 years with experience counseling individuals and closely held businesses in a wide range of business, estate planning, and tax matters. Mr. Bailey 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.
Areas of work
- Administering estates and trusts
- Analyzing proposed transactions for estate and gift tax implications
- Charitable gift planning
- Designing estate plans
- Developing strategies to minimize potential estate and gift taxes
- Drafting estate planning documents
- Probating wills and administering estates
- Retirement distribution planning
- Succession planning
At the council
Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.