Mr. Baker counsels individuals and fiduciaries in a wide variety of estate and business succession, charitable giving, and estate and trust administration matters.
With an eye toward minimizing the burdens of taxation and uncertainty, Mr. Baker designs and implements the vehicles most appropriate for meeting each client’s unique needs (including wills, revocable trusts, irrevocable trusts for children and other family members, charitable trusts and foundations, business and investment entities, durable powers of attorney, and health care directives) and then assists each client with maintaining those structures. Mr. Baker also advises personal representatives, trustees, settlors, and beneficiaries regarding the efficient and effective administration of estates and trusts, including compliance with the myriad of tax and non-tax obligations and implementation of judicial and non-judicial modifications and settlements.
Mr. Baker is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and has been admitted to the State Bar of Arizona. He graduated from the University of Texas School of Law in 1997 after receiving his B.B.A. in Accounting with High Honors and M.P.A. in Taxation from the University of Texas at Austin in 1993. He is a licensed Certified Public Accountant.