Danielle R. Guerrero serves as Senior Counsel in the Trusts and Estates Department.
Throughout her legal career, she has provided expert guidance to clients on a diverse range of topics, including estate planning, trust administration, probate, special needs planning, succession planning, and litigation settlement planning. She currently represents a wide array of clients in estate planning and trust administration matters, encompassing high net worth individuals requiring comprehensive tax planning and business owners seeking advice on business succession.
Ms. Guerrero's primary objective is to enable her clients to make well-informed decisions. Recognizing that the trust and estate administration process can be an additional burden after losing a loved one, she leverages her extensive knowledge of California law, the Internal Revenue Code, and best practices to patiently simplify complex tax, estate planning, and trust administration concepts for her clients. Utilizing visuals and flowcharts, when necessary, she adeptly adapts to each client's unique needs, tailoring her approach and fostering meaningful connections with her clients throughout the process.