Peggy J. Bailey
Of Counsel

Phone: 404.504.7663
Fax: 404.365.9532
Email: pbailey@mmmlaw.com

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, 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.

Bar Admissions

State Bar of Georgia, Admitted 1989 (Fiduciary Section)
Alabama State Bar, Admitted 1981

Education

Auburn University, B.A., 1978
Cumberland Law School of Samford University, J.D., 1981
Phi Delta Phi
American Journal of Trial Advocacy

Honors and Affiliations


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

Service Areas

Benefits & Compensation
Exempt Organizations
Residential Real Estate
Wealth Planning