Similarly, keeping, enhancing, and transferring wealth in practical, tax-advantaged ways requires disciplined effort. Baker Law offers a distinctive blend of legal, fiduciary, and tax planning services all in one place.
Our Services
Estate Planning
At Baker Law, we help clients identify and accomplish their estate planning goals, from preserving and transferring personal wealth to protecting businesses and other assets.
Fiduciary Services
Choosing a fiduciary to look after your financial resources and carry out your wishes is a critical aspect of estate planning. Baker Law can assist by serving as trustee or executor for you and your beneficiaries.
Family Office Services
Family office services offer affluent individuals and business owners a broad array of outsourced solutions—from legal, accounting, and financial assistance to budgeting, charitable giving, and wealth transferring advice.
Trust Administration
Trust administration involves handling infinite details, such as maximizing tax advantages, limiting Trustee liability, and thoroughly advising beneficiaries. Our experience helps us expedite the process.
Probate
Assisting families in the complex process of distributing a decedent’s estate requires legal expertise and personal compassion. We guide clients through the probate process while keeping them involved and informed.
Early in his career, our founder Chad Baker received valuable advice from several trusted mentors.
“Always do what’s best for the client, and the rest will take care of itself,” one long-practicing estate-planning attorney told Chad. Others encouraged him to do great work and be mindful that he is part of a larger community. Building on those lessons and his twenty years working in large law firms, Chad launched Baker Law, Ltd. in 2020 around four guiding principles.
What is your legacy?
At Baker Law, we work with high-net-worth individuals, families, and family offices to design and implement integrated wealth management structures that balance tax, privacy, wealth transfer, family values, asset protection, and compliance considerations. In addition, we directly provide family office assistance and sophisticated professional trustee services.
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Our Team
Chad Baker, Esq.
Chad Baker is a board-certified specialist in Estate Planning, Trust, and Probate Law (certified by the Ohio State Bar Association) and the founder of Baker Law, Ltd., a boutique firm dedicated to advanced estate planning, wealth transfer, business succession, and independent professional trustee services for affluent families. Chad is known for integrating sophisticated legal, tax, and investment considerations into comprehensive plans that reflect each family’s values, goals, and long-term vision. READ MORE>
Dana Lafferty
Dana Lafferty brings more than two decades of sophisticated legal research, client guidance, and problem-solving experience to her estate planning practice at Baker Law, Ltd. Her career has been defined by helping lawyers, professionals, and clients navigate complex legal questions with clarity and confidence; skills that translate seamlessly into Dana’s work designing thoughtful, customized estate plans. READ MORE>
Michael Bahner
Michael Bahner brings more than two decades of legal experience, disciplined leadership, and a client-centered approach to his work at Baker Law, Ltd. His practice focuses on helping individuals, families, and closely held business owners design clear, forward-looking plans that protect their wealth, preserve family harmony, and ensure the smooth transition of assets and businesses across generations. READ MORE>
Tamala Henneman
Tamala (“Tami”) Henneman serves as Senior Trust Administrator at Baker Law, Ltd., bringing more than twenty years of experience from a leading regional bank’s trust department to the firm’s highly specialized fiduciary services practice. Her extensive background in trust administration, operations, and beneficiary relations enables Baker Law to offer a level of service rarely found in traditional law firms in Northwest Ohio. READ MORE>
Cammie Abraham
Cammie Abraham serves as Senior Paralegal and Client Services Manager at Baker Law, Ltd., bringing more than twenty years of experience in the legal industry and a strong background in business administration. Cammie plays a pivotal role in supporting our attorneys and clients across the full spectrum of estate planning, probate, trust administration, and the management of complex assets, including real estate, investment structures, and closely held business interests. READ MORE>
Brenda Kuns
Brenda Kuns serves as the Client Services Coordinator at Baker Law, Ltd., bringing more than 25 years of experience in the legal industry and an exceptional skillset that enhances the firm’s trust and estate settlement services. Brenda plays a central role in supporting executors, trustees, and families as they navigate the practical, logistical, and administrative responsibilities that accompany the administration of estates and trusts. READ MORE>
