Shartsis Friese LLP

Family Wealth Planning

Partner

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.

Bar Association of San Francisco

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