Danielle T. Zaragoza

Danielle T. Zaragoza: Attorney with Shartsis Friese LLP
  • Counsel at Shartsis Friese LLP
  • One Maritime Plaza, Eighteenth Floor, San Francisco, CA 94111
    View Danielle T. Zaragoza's office location
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Biography

Danielle Zaragoza is a member of the Family Wealth Planning Department where she represents high net worth individuals in estate planning matters and fiduciaries and beneficiaries in probate and trust administration. Danielle’s practice includes counseling clients with respect to a variety of tax matters, including federal income, gift and estate taxes, and California real property taxes.

Ms. Zaragoza also assists new non-profit organizations with incorporating and obtaining federal and state tax exemptions, and advises existing public charities and private foundations regarding ongoing tax and administration issues.

Publications/Speaking

Dynasty Trusts - Chapter 13A Chapter 10 of Drafting California Irrevocable Trusts California Continuing Education of the Bar (CEB) 2016 Update Co-Author

Estate Planning with Compensatory Stock Options - Chapter 10 of Estate Planning for Special Assets California Continuing Education of the Bar (CEB) 2016 Update Co-Author

Contributor to United States - California chapter of International Succession (Louis Garb & John Wood, eds., Oxford University Press 4th ed. 2015)

Areas of Practice (1)

  • Family Wealth Planning

Education & Credentials

Contact Information:
415-421-6500  Phone
(415) 421-2922  Fax
www.sflaw.com
University Attended:
University of California, San Diego, B.A., 1998
Law School Attended:
School of Law, J.D., 2003
Year of First Admission:
2003
Admission:
2003, California
Memberships:

Professional Activities

Ms. Zaragoza is a member of the Bar Association of San Francisco and she served as past chair of the Estate Planning, Probate and Trust Section of the Barristers Club of the Bar Association of San Francisco.

ISLN:
918080187

Peer Reviews

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Documents (2)

Documents by this lawyer on Martindale.com

San Francisco, California

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