CHAD BAKER is a lawyer focusing exclusively on personal wealth planning, trust administration, personalized philanthropy, and tax exempt, charitable organizations. He works with financially successful individuals and business owners to enhance and preserve family wealth for future generations and charitable endeavors.
Chad is a Board Certified Specialist in Estate Planning, Probate and Trust Law in Ohio and also one of the few lawyers with extensive experience representing tax-exempt organizations and the related, complex tax laws. He has served as an adjunct professor of law at the University of Toledo College of Law teaching courses on Trusts & Estates, the Law of Nonprofits, Tax-Exempt Organizations and Charitable Gifts, and Estate Planning.
Chad has extensive experience working with tax sensitive estate planning and helping clients of all types use Generation Skipping Transfer Tax planning to optimize the amount of wealth that can pass on to future generations. When working with clients, Chad uses his experience and expertise in tax, trust law and related areas to offer exceptional legal advice explained to clients in a meaningful way – focused on their goals and without legalese and complicated tax jargon. After all, no matter how technically proficient it is, no planning is good if you don’t understand it.
Chad is a Partner in the law firm of MARSHALL & MELHORN, LLC, and is licensed to practice law in Ohio, Michigan, New York and Florida. He is a frequent writer and lecturer on personal wealth planning, family business matters and tax exempt organizations. He often works as a consultant to other estate planning professionals to assist them with providing investment management and insurance services customized to the needs of high net worth clients and designed to optimize performance within estate planning structures. He also provides consulting services to other estate planning lawyers who may need assistance with specialized tax matters or sophisticated trust structures.
Chad is listed as an Ohio Rising Star by Superlawyers® Magazine and is also designated as a Preeminent™ lawyer by Martindale Hubbell, the leading lawyer rating services, earning an AV® Rating which is the highest rating available for exceptional ethical standards and technical ability. Chad is also listed in The Best Lawyers in America® under both the Trusts & Estates and Tax law categories.
Feel free to email Chad at firstname.lastname@example.org.