Warren Louis Baker

Warren Louis Baker

5.0
Rating: 9.5

Licensed for 21 years

Tax Lawyer at Seattle, WA
Practice Areas: Tax, Estate Planning, Business

500 Yale Avenue N., Ste 384, Seattle, WA

About Warren

Biography

Practice Areas

3

Practice Areas

Tax 70%

Tax consulting, incuding self-directed IRA formation and advising.

22 years

70%
Business 15%

Entity formation; operational issues; business succession planning.

22 years

15%
Estate Planning 15%

Wills, trusts, power or attorney, healthcare directives, coordination with beneficiary designation forms on non-probate assets (e.g. life insurance, retirement plans, etc.); estate tax planning - e.g. Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts, etc.

22 years

15%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Washington for 21 years

State: Washington

Acquired: 2004

Active

No misconduct found

Location

Fairview Law Group, PS

500 Yale Avenue N., Ste 384, Seattle, WA, 98109

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Warren Louis Baker's Reviews

Avvo Review Score

5.0 /5.0

5 Client Reviews

5 star (5)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Cameron | January 27, 2018 | Hired Attorney

This review is from a person who hired this attorney.

Self directed IRA expert

Looking at ways to invest my IRA outside of stocks and bonds, I started looking around on the real pros and cons of self directed IRAs. The custodians seem a little too casual and unconcerned about the risks if a mistake is made. Having a father who lost his home to the IRS, and having recently had m...y business audited I am concerned about the long-term risks of this path. Luckily after searching around I found Warren's articles about the topic, and learned a bit more. Warren's articles were the only material I could find that had a pragmatic view and explained some concerns along with the benefits of SDIRAs. I happen to live in the same city as Warren, and met with him for his crash course intro to self directed IRAs. I can say he seems like a straight forward, experienced, honest attorney with deep knowledge in this area, and if I move forward with a self directed IRA I will definitely seek his help as I proceed.

Posted by Kevin | April 2, 2017 | Hired Attorney

This review is from a person who hired this attorney.

Trusted Advisor for SDIRA's

In 2012, I hired Warren Baker to provide expertise for my wife's and my own Self-Directed IRAs (SDIRA). After researching several subject matter and legal experts, I selected Warren based on his deep knowledge and understanding of the nuances of an SDIRA. Warren is a gifted communicator and has the ...rare ability to simplify complex legal requirements and tax compliance issues. Five years later, I continue to consult with Warren and I strongly recommend him as a trusted adviser for your SDIRA.

Posted by anonymous | March 31, 2017 | Hired Attorney

This review is from a person who hired this attorney.

Exceptional Service- Thanks so much Warren

Extremely Impressive. I found Warren by the articles he wrote on the Journal of Accountancy. He is extremely knowledgeable in the SD IRA arena. He has consistently went above and beyond in answering all of my questions thoroughly and accurately. I couldn't have hoped for a better experience. His c...lient service is truly Exceptional. Thank you so much Warren.

Posted by KC | September 28, 2016 | Hired Attorney

This review is from a person who hired this attorney.

Outstanding

I recently hired Warren to assist me with navigating the complexities of a self-directed IRA asset investment. He provided prompt, and detailed yet concise legal and tax education and advice. His road maps and follow up are impressive. As an attorney myself, I challenged him with important and spe...cific questions to which he readily and confidently responded. It was a pleasure working with Warren and I plan to continue to do so in the future as opportunities arise.

Posted by Lee | March 28, 2016 | Hired Attorney

This review is from a person who hired this attorney.

We made a great decision!

A few months ago we decided to create an IRA - LLC to purchase rental income property. I did quite a bit of research on the subject and decided that the best course for this project was to not just sign up with an Internet based company but rather to consult with an expert. I asked a close attorney f...riend about helping me with this and soon realized that I knew more than he did about the process. At that point we agreed that maybe there was a better option. He consulted with a partner and I was referred to Warren Baker. My wife and I had an initial meeting with Warren where he clearly and concisely laid out the process for creating our entity, In no way did I feel we were being "sold" during this meeting but rather educated by an expert. We decided to retain Warren that evening. Warren provided us with a step by step guide to follow. He also was hands on in creating the LLC and filing documents for us with the State of Washington and the IRS. Warren was very prompt in answering any questions we had via numerous email or phone calls. We felt that Warren's fees were reasonable and the terms of payment were very fair. If you are going to create this type of entity and want to stay out of trouble in doing so we highly recommend Warren.

See All Client Reviews

Warren Louis Baker's Lawyer Endorsements

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Experience

Rating:  9.5 (Superb)

Honors

2017

Rising Star, Washington Super Lawyers

2016

Rising Star, Washington Super Lawyers

2015

Rising Star, Washington Super Lawyers

2014

Rising Star, Washington Super Lawyers

2013

Rising Star, Washington Super Lawyers

Work Experience

2014 - Present

Founder / Managing Attorney, Fairview Law Group, PS

2010 - Present

Manager, Amicus Law Group, PC

2005 - 2010

Founder / Managing Partner, Baker & Carr, PS

Associations

2010 - Present

Seattle Estate Planning Council

Member

2004 - Present

Washington State Bar Association

Member

Education

2005

University of Washington School of Law

LL.M - Master of Laws (Taxation)

2004

Seattle University School of Law

JD - Juris Doctor

2001

University of Washington - Seattle

BS - Bachelor of Science

Speaking Engagements

2017

Estate Planning Council of Seattle The Care and Feeding of Self-Directed IRAs

2016

Dallas Estate Planning Council

Self-Directed IRAs: Tax and Estate Trapdoors Abound

2014

WSBA Real Property, Probate and Trust Midyear Meeting & Conference

Self-Directed IRAs: Problems, Problems Everywhere... So Why Should You Care?

2014

59th Annual Estate Planning Conference - Seattle, WA Self-Directed IRAs and other interesting retirement plan developments

2014

2014 Real Estate Conference - San Francisco, CA Real Estate within Self-Directed IRAs: Trick or Treat?

2012

Washington Planned Giving Council quarterly meeting Beneficiary Designations: Blunders and Planning

2011

Washington Society of CPAs

The Self-Directed IRA: Retirement Dream or Tax Nightmare?

2011

Society of Financial Service Professionals

Estate Planning Challenges with Self-Directed IRAs

2011

East King County Estate Planning Council quarterly meeting Tax and Estate Planning Issues Surrounding Non-Traditional IRA Investing

Publications

Languages

English

Activity

Avvo Rating

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