Our tailored practice areas provide us with the flexibility and economy to deliver sophisticated legal solutions in a more personal and authentic way than traditional big firms, while still being able to assist clients with all aspects of legal services through our extensive network of referral sources.

We are proud of the fact that many of our clients have been with us for 10+ years and that the overwhelming majority of our business is from returning clients and referrals.

Practice Areas & Legal Services

Estate Planning

Our estate planning practice is driven by the knowledge that each client's situation is unique and requires an estate plan that is tailored to meet their individual objectives. We don't believe in a one-size-fits-all estate plan and find that most "standard" form documents will fail to adequately address the client's individual objectives.

We believe that estate planning is one part strategy and three parts communication. Communication is important not only between clients and their attorneys but also between the client and his/her partner or spouse, financial advisor(s), CPA, and other family members. Our goal is help clients communicate and to shape their plans in a way that promotes peace of mind and is reflective of what is important to them and their loved ones.

Our estate planning services include trust and estate administration, fiduciary consulting, probate, charitable planning, estate tax planning, family-owned business succession, and other multi-generational planning.

Self Directed IRA Consulting

The use of retirement funds to invest into "nontraditional" assets (e.g., real estate, closely-held companies, private lending, etc.) has grown dramatically over the past 10 years. Our attorneys have worked with thousands of clients who have utilized these unique investment structures. Legal and tax concerns that are often dealt with include: prohibited transactions and unrelated business taxable income (UBTI). Our attorneys are widely regarded as national authorities on self-directed IRA and IRA-owned LLC legal and tax matters.

Business Counseling Services

Whether an existing business or a new venture, our team regularly counsels clients on issues such as choice of entity, structuring of ownership and agreements, and tax consequences of various transactions during operation as well as upon sale or closing of the business. We strive to create a seamless partnership with our clients and their other professional advisors in order to provide clients with timely and responsive team-oriented solutions to most any legal issue that may arise.

Tax / IRS Controversy

Our demonstrated knowledge and years of experience in the field give us the expertise to advise our clients, whether entities or individuals, through the most difficult and complex levels of the tax law. Whether the legal issue involves estate planning, business structuring, or retirement plans, there are almost always tax law issues to consider. Our attorneys also assist our clients in resolving disputes with the Internal Revenue Service (IRS), U.S. Department of Labor (DOL), Washington Department of Revenue, and other tax/regulatory bodies.

Meet Our People

Our attorneys develop creative solutions with flexible fee structures in order to give our clients the maximum amount of control over their budgets, giving them the best legal services at a price that reflects the value we bring.

What We're Talking About

I am very proud to announce the release of the 8th Edition of Life and Death Planning for Retirement Benefits, by Natalie B. Choate.  Natalie is an extremely well-respected tax attorney in Boston, MA.  For many years, her book has served as a THE AUTHORITY for estate planning and tax attorneys related to the legal … Continue reading Warren L. Baker featured as self-directed IRA expert in Natalie Choate’s new book “Life and Death Planning for Retirement Benefits” (8th Edition)

Read the full article »

Fee Arrangements

Our flexible fee structures are intended to provide the highest value to our clients by giving them a greater degree of control over their budgets. We believe that this fosters the best attorney-client relationships because it helps to remove any billing surprises or unexplained costs. Examples of these fee structures include:

Flat Fee

Flat or fixed fee arrangements are arrangements whereby the attorney agrees to handle a matter or group of matters for a specified sum. The specific nature of any fixed fee arrangement can be tailored to the nature of any given matter. Clients who desire budgeting certainty often find fixed fee arrangements attractive.

Capped Fee

While determining the "scope of services" is still vital to this strategy, capped fees provide some flexibility by creating a not-to-exceed billing ceiling. This model is favorable when both sides know there is a significant degree of unpredictability in the resolution of the legal concerns.

Billable Hour + Floor and Ceiling

This structure allows us to keep the traditional billable hour model as a base while protecting both us and our clients in the event that the volume of work is significantly lower or higher than anticipated.

Contact Us

Please Note

The building’s parking garage can be accessed off of Republican St. (alley behind building).