Bailey III Frank R is a distinguished Santa Rosa-based attorney with over 25 years of experience, specializing in business law, estate planning, real estate, and taxation. Recognized as a certified specialist in both Taxation Law and Estate Planning, Trusts and Probate Law by the State Bar of California, the firm stands out for its personalized counsel to individuals and closely held businesses.
Operating as outside general counsel for local entrepreneurs, family-owned businesses, and professionals, Frank Bailey takes a client-centered approach honed through prior experience as a U.S. Treasury Department attorney. The practice serves a diverse clientele including business owners, retirees, wineries, auto dealers, healthcare professionals, real estate developers, and franchisees, focusing on asset protection, family provision, and strategic tax and business planning.
Services Offered
- Business Organizations & Transactions
- Corporations, Partnerships, and Limited Liability Companies
- Charitable Organizations
- Business Formation
- Contracts and Buy/Sell Agreements
- Withdrawal of Partners
- Loan Documents
- Tax Planning
- Trademarks
- Real Estate (Commercial and Residential)
- Property Purchase and Sale
- Leasing Agreements
- Financing and Development
- Condominiums and Reciprocal Easements
- Property Tax and Prop 13 Matters
- Estate Planning & Probate
- Wills and Trusts
- Gifts and Powers of Attorney
- Business Succession Planning
- Probate Court Representation
- Life Insurance Trusts
- Charitable Remainder Trusts
- Grantor Retained Annuity Trusts
- Estate Tax Planning
- Tax Planning & Litigation
- Tax Planning for Individuals, Businesses, and Estates
- FBAR and Foreign Disclosures
- IRS Notices, Audits, and Appeals
- Collection Due Process Hearings
- Tax Court Litigation
Based in Sonoma County with an office in downtown Santa Rosa, the firm represents clients in various U.S. District Courts, the U.S. Tax Court, and the U.S. Court of Claims. Frank Bailey holds an Accredited Estate Planner designation and is a lecturer for professional organizations including the IRS and California Society of CPAs.
