Dawn Baca is an Associate in the firm’s Orange County office.

Mrs. Baca specializes in trust and estate administration

Mrs. Baca shares “I went to law school with a specific desire to practice in the area of estate planning as I found helping someone complete his or her estate plan is an extremely valuable and appreciated service. I truly enjoy the challenges of the advanced tax planning we do for many of our clients, however, I still find watching clients sign their estate planning documents, and seeing the relief the process often brings, to be the most gratifying part of what I do.”

Mrs. Baca is currently pursuing her LL.M. in taxation at New York University through its Executive LL.M. Program. She enjoys spending time outdoors and with friends and family, including her husband and their daughter.

Experience

Mrs. Baca previously spent three years as a Wealth Strategies Analyst with the Newport Beach office of U.S. Trust where she worked with high net worth clients, focusing on multi-generational wealth transfer, planning for business owners, charitable planning, and estate tax planning.

Publications