J. Adam Barker focuses his practice on trusts and estates and the representation of taxpayers in tax controversies.
Adam assists individuals and families in wealth transfer planning through the creation of wills, living trusts, and irrevocable trusts. Such plans implement sophisticated strategies to protect assets from creditors and taxes in order to maximize wealth preservation for families across multiple generations. Adam works carefully with each client’s team of advisors, making sure that each client’s estate plan is consistent with their broader life goals.
Adam’s practice in the trusts and estates arena also includes the representation of fiduciaries and beneficiaries in disputes relating to the administration of trusts and in trust litigation.
In his tax controversy practice, Adam has helped hundreds of clients, including individuals, businesses, estates, and trusts, navigate their tax problems with the Internal Revenue Service, the Franchise Tax Board, and other taxing authorities. Adam’s experience includes representation in examinations and audits, representation in Appeals, litigation in the Tax Court, collection defense, offers in compromise, payment agreements, large-dollar penalty abatement, Trust Fund Recovery Penalty determinations, worker classifications, and other similar matters.
University of Denver Graduate Tax Program, LL.M, 2004
University of Denver College of Law, J.D., 2002
University of Colorado, B.A., Economics. 1999
State of California, 2014
State of Massachusetts, 2007
State of Colorado, 2004
Unites States, Tax Court, 2007