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Zaragoza

Danielle T. Zaragoza

Partner

Zaragoza
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  • 415-421-6500
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Areas of Expertise

  • Family Wealth Planning
  • Charitable Planning
  • Trust & Estate Administration
  • Overview
  • Activities
  • Publications
  • News

Danielle T. Zaragoza advises high-net-worth individuals on estate planning matters as well as individual and professional fiduciaries in trust administration matters.

Clients seek Danielle’s guidance on structuring estate plans and navigating complex post-death trust administration matters. She helps clients evaluate and implement estate plans that accomplish clients’ goals in tax efficient manners

Danielle also assists new nonprofit organizations with incorporating and obtaining federal and state tax exemptions and advises existing public charities and private foundations regarding ongoing tax and administration issues.

Education

University of California, Davis, School of Law (King Hall); J.D., Order of the Coif, 2003

University of California, San Diego; B.A., cum laude, 1998

Bar Admissions

California

Accolades

Ranked by Chambers and Partners in its High Net Worth Guide as a leading California lawyer in Private Wealth Law, 2020 – present

Recognized in The Best Lawyers in America®, for Trusts and Estates list, 2022 – present

Activities

  • Bar Association of San Francisco

Publications

  • Cutbacks to the Parent-Child Exclusion from Property Tax Reassessment Under Proposition 19 December 28, 2020
  • IRS Issues Proposed Carried Interests Rules August 4, 2020
  • SECURE ACT Transforms Estate Planning for Retirement Benefits & Significant Estate Planning Changes for 2020 February 4, 2020

Additional Publications

  • “High Value Estates: Proposal For Compensating Personal Representatives For Ordinary Services In Probate Estates That Exceed $25 Million And Trustees Of High Value Administrative Trusts,” coauthor, California Trusts and Estates Quarterly; 2020
  • “Dynasty Trusts – Chapter 13A Chapter 10 of Drafting California Irrevocable Trusts,” coauthor, California Continuing Education of the Bar (CEB); 2016 Update
  • “Estate Planning with Compensatory Stock Options – Chapter 10 of Estate Planning for Special Assets,” coauthor, California Continuing Education of the Bar (CEB); 2016 Update
  • “United States – California chapter of International Succession,” contributor, Louis Garb & John Wood, eds., Oxford University Press 4th ed.; 2015

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