Morris, Manning & Martin, LLP

Peggy J. Bailey is Of Counsel in the Tax, Exempt Organizations and Wealth Planning Practices. Ms. Bailey concentrates her practice in the areas of estate planning, probate, estate administration, wealth transfer and protection, charitable planning and residential real estate. Before entering the private practice of law, she was a trust officer with a large bank.

Recent Experience

• Responsible for the administration of testate and intestate estates, including completing and filing Petition for Probate and Petition for Letters of Administration, preparing Inventories and Annual Reports, managing the payment of debts and distribution of assets to the estate beneficiaries, and preparing estate tax returns.
• Responsible for advice and implementation of wealth planning strategies for multiple closely-held business owners, entrepreneurs and families, including the use of family partnerships, insurance trusts and charitable donations.
• Responsible for obtaining favorable tax determination letters for multiple non-profit entities.

Honors and Affiliations

• Estate Planning Council of North Georgia
• Director, Georgia AGAPE, Inc.
• Planned Giving Council of Mercy Foundation of St. Joseph’s Hospital

Webinars

• New Estate and Gift Tax Law: Unprecedented Opportunities for 2011 & 2012 February 16th, 2011 - 12:00 PM
• Tax Strategies for Charitable Giving July 30th, 2009
• Wealth Transfers in a Hostile New World: A Review of Coming Changes in Taxation April 9th, 2009