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.

Before establishing Baker Law in 2020, Chad spent nearly two decades in large law firms, where he gained extensive experience in complex estates, multigenerational planning strategies, high-value business transitions, and charitable planning. He also served in firm leadership, including seven years on management committees; experience that shaped his belief in building a practice centered on deep client relationships, exceptional service, and thoughtful collaboration.

Chad founded Baker Law to create a firm uniquely focused on the needs of high-net-worth and ultra-high-net-worth families: one that combines advanced estate and tax planning with hands-on fiduciary services, trust administration, closely integrated advisor coordination, and an internal team approach to client service. His approach emphasizes clarity, long-term stewardship, and a high-touch client experience rarely found in traditional law firm models.

As a trusted advisor and professional trustee, Chad manages and administers family trusts and private foundations, providing personalized guidance to beneficiaries and helping families optimize their financial, intellectual, and social capital. He finds trustee work to be among the most meaningful aspects of his practice, bringing together his legal expertise, judgment, and commitment to supporting families across generations.

Chad also advises public charities and private foundations on tax-exempt organization law, governance, and planned giving. His work in the charitable sector reflects his passion for helping donors and nonprofit organizations achieve impact through thoughtful, tax-efficient philanthropy.

Chad’s practice is grounded in technical excellence, continuous learning, and a genuine dedication to helping families preserve, grow, and purposefully transition their wealth.