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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.