Lacey L. Bailey

Lacey advises clients on estate planning, trust planning, charitable and non-charitable gift planning, business planning, asset protection, and individual and business tax planning. She also has extensive experience in the preparation of federal gift and estate tax returns, having documented the transfer of $400 million plus in generational wealth to charitable and non-charitable beneficiaries.

She advises clients in relation to the full life cycle of business and entity structures from formation through dissolution, including operation, succession of ownership and management, insurance planning, salary continuation agreements, asset protection, transfer restrictions, tax planning, dispute resolution, and mergers and reorganizations. She also advises trustees, executors, and administrators in the performance of their fiduciary duties, advises beneficiaries with respect to their rights and interests in trusts and estates, and advises and negotiates on behalf of taxpayers in relation to federal tax audits and assessments.