About

We provide estate, tax and business planning services to help families and individuals to achieve their personal and business planning goals. Our goal is to assist you in ensuring that your loved ones and property are preserved, protected and taken care of as you want if you die or become incapacitated. We provide an integrated approach to tax, business and management aspects of family wealth preservation and business succession planning.

Our estate planning practice focuses on helping our clients preserve their wealth, minimize estate tax and probate administration costs, and provide for the future security of their families. We bring an integrated approach to tax, business and management aspects of family wealth preservation and business succession planning. Our services also include trust formation and administration matters, probate matters, planning and implementation of business transactions and representation in gift and estate tax controversies.

We have particular experience in forming and counseling privately owned businesses and in planning for the transfer of farms, ranches and other family held businesses to future generations. Our clients include business owners, executives, professionals, real estate investors, farmers and individual clients.

Mr. Baker is certified by the State Bar of California, California Board of Legal Specialization, as a specialist in Estate Planning, Trust and Probate Law. With over 30 years of experience, he holds an LLM (Master of Laws and Letters) post-graduate degree in taxation law. He is an Accredited Estate Planner by the National Association of Estate Planners and Councils, and he has repeatedly been designated a Northern California Super Lawyer® in the area of estate planning.

Please explore our site to learn more about how we can assist you in accomplishing your estate and business planing goals.