Jonathan T. Baker is an associate attorney in the Naples office of Dunwody White & Landon, P.A. He is Peer-Reviewed on Martindale-Hubbell.
He received his LL.M. in Taxation from the University of Florida, where he received the highest grade in Taxation of Gratuitous Transfers, and shared the highest grade in Income Tax of Trusts and Estates. He received from Florida State University both his J.D., with high honors, and a B.S. in Finance and Real Estate, with honors.
Mr. Baker focuses his practice in the fields of estate planning and estate and trust administration, with an emphasis on estate, gift and generation-skipping transfer (GST) tax planning. More specifically, he helps clients create estate planning documents designed to achieve their intended distribution of assets, asset protection, tax minimization, and planning for incapacity. Mr. Baker also assists executors, trustees and beneficiaries in navigating their rights and duties with respect to federal tax on estates and trusts, as well as state laws as to efficient administration.
Mr. Baker is a member of the Florida Bar, including its Tax Section and its Real Property, Probate and Trust Law Section. He is also a member of the Collier County Bar Association.
Before joining Dunwody White & Landon, P.A., Mr. Baker practiced estate planning and probate and trust administration, and he served on both the board and on the finance committee of a Habitat for Humanity chapter which was one of the most productive in the United States as measured by homes built. He also delivered Florida legislative presentations on changes to the Florida Probate Code and Florida Trust Code for his local NAEPC estate planning council, as well as the Real Property, Probate and Trust Law Section of his county bar association.
Before estate planning, Mr. Baker proudly served the people of Florida as committee attorney in the Florida House of Representatives. There he analyzed bills referred to his committee as to their fiscal impact on private business and local government, drafted bill amendments, and rendered written analyses and opinions for use by decisionmakers in the House – skills which he employs for clients in their planning needs today.