Dawn Baca is a Partner 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 enjoys spending time outdoors and with friends and family, including her husband and their daughter.
Experience
Before joining the firm in 2016, 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, business succession planning, charitable planning, retirement planning, and reducing exposure to transfer taxes.
