Morris Manning & Martin, LLP

Peggy Bailey

Peggy J. Bailey

Of Counsel
Phone: 404.504.7663
Fax: 404.365.9532
[email protected]
vCard

Peggy J. Bailey is Of Counsel in the firm’s 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, and charitable planning. Before entering the private practice of law, she was a trust officer with a large bank.

 

Representative 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.

Accolades

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