Amanda K. Baker

Associate

Cleveland
T +1.216.861.6142
F +1.216.696.0740

Overview

Amanda Baker focuses her developing practice on private wealth counseling, assisting high-net worth families, trustees and family business entities in achieving their wealth transfer goals and navigating their fiduciary responsibilities under trust and tax laws. Enthusiastic and invested in the needs of clients, Amanda places high value on details unique to each individual situation and tailors planning to fit the specific demands of complex family and business structures. Amanda works with clients in each phase of the planning process, including initial planning, lifetime gifting and wealth transfers, the preparation and filing of gift tax returns, and the estate administration and probate process. 

Select Experience

  • Drafted a multi-generational estate plan using financial projections to fit the client’s needs and specific assets.
  • Guides clients through probate proceedings and works with financial institutions to efficiently distribute estate and trust assets.
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Experience

  • Drafted a multi-generational estate plan using financial projections to fit the client’s needs and specific assets.
  • Guides clients through probate proceedings and works with financial institutions to efficiently distribute estate and trust assets.
  • Analyzes family structures to promote efficient governance and trust management through the use of private trust companies.

Recognitions and Memberships

Memberships

  • Ohio State Bar Association
  • Estate Planning Council of Cleveland 

Admissions

  • Ohio
  • Florida

Education

  • J.D., The Ohio State University Michael E. Moritz College of Law, 2016; magna cum laude; Note Editor, Ohio State Law Journal; Order of the Coif
  • B.A., The Ohio State University, 2013, summa cum laude, Phi Beta Kappa

Languages

  • Spanish

Blog

In The Blogs

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WealthDirector
Tax Season Is in Full Swing: Beware of the W-2 Spear Phishing Scam
January 27, 2017
By Patrick H. Haggerty Editor’s Note: This blog post is a joint submission with BakerHostetler’s Data Privacy Monitor blog. Last year we saw an unprecedented number of companies of all sizes fall victim to a W-2 spear phishing scam. The...
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WealthDirector
Same-Sex Spouses Authorized to Recalculate Transfer Tax Treatment of Prior Gifts and Bequests
January 20, 2017
The IRS recently issued Notice 2017-15 to provide same-sex spouses relief to recalculate the federal estate, gift and generation-skipping transfer (GST) tax treatment of gifts and bequests made before the Defense of Marriage Act (DOMA) was...
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WealthDirector
The Impending Death of the Stretch IRA?
November 10, 2016
It can, at times, seem like a fool’s errand to focus too closely on specific provisions contained in proposed legislation. As any casual observer of Congress can attest, committee proposals frequently die unenacted or undergo significant...
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WealthDirector
IRS Revenue Procedure Confirms IRS Will Respect QTIP Elections When Portability Elections Also Made
By Amanda K. Baker
October 24, 2016
The IRS resolved an important issue when it issued Revenue Procedure 2016-49, effective September 27, 2016, clarifying that the IRS would not disregard qualified terminable interest property (QTIP) elections for estates that also made a...
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WealthDirector
IRS Regulations Clarify Definition of Spouse for Federal Tax Purposes in Light of Obergefell v. Hodges
By Amanda K. Baker
October 18, 2016
The IRS has issued final regulations clarifying the definitions of “spouse,” “husband,” “wife,” and “husband and wife” for federal tax purposes. The final regulations now define “spouse,” “husband” and “wife” as any individual lawfully...
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