Danielle Guerrero provides guidance to clients on estate planning, trust administration, probate, special needs planning, succession planning, and litigation settlement planning. High-net-worth individuals requiring comprehensive tax planning to business owners seeking advice on business succession are among the diverse range of clients who rely on her for advice as these matters relate to their estate planning and trust administration.
Danielle’s primary objective is to enable 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 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.