Meet The Team

Adam Barker, JD

J. Adam Barker is a Partner at DUGGAN BERTSCH, LLC and focuses his practice on trusts and estates and the representation of taxpayers in tax controversies. He works out of the DUGGAN BERTSCH, LLC California office,. 

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 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.

Adam earned a Bachelor of Economics degree from the University of Colorado at Boulder, a Juris Doctorate from the University of Denver College of Law, and a Master of Laws in Taxation from the University of Denver Graduate Tax Program. Adam is licensed for the practice of law in California, Colorado, and Massachusetts.



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