Steven Baker, CPA, Esq.

Director of Trust and Estate Services

Steven Baker, CPA, Esq.

Director of Trust and Estate Services

In addition to being a CPA for nearly 30 years, Steven is also a certified specialist in estate planning and probate with over two decades of experience in preparing wills, trusts, family limited partnership and LLC agreements, buy-sell provisions, specialized instruments for gifts and sales, and governing documents for private foundations and other nonprofit organizations. His excellence also includes extensive experience in estate tax, gift tax, GST tax, fiduciary income tax planning and compliance, and estate and trust administration.

Education

  • University of Texas at Austin
    Bachelor of Business Administration
    Master of Professional Accounting, Taxation
  • University of Texas School of Law
    Juris Doctor

Career Highlights

  • Member, State Bar of Texas
    Certified Specialist in Estate Planning and Probate Law
  • Member, State Bar of Arizona
    Certified Specialist in Estate and Trust Law