J. Adam Barker
Of Counsel

600 West Broadway
Suite 1500
San Diego, California 92101-3384

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.

Credentials

Education

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

Bar Admissions

State of California, 2014

 

State of Massachusetts, 2007

 

State of Colorado, 2004

 

Unites States, Tax Court, 2007