Dawn Baca is an estate planning attorney specializing in sophisticated estate and gift tax strategies for high and ultra-high-net-worth individuals, families, and business owners. Recognizing estate planning is deeply personal and never one-size-fits-all, Dawn excels at crafting bespoke solutions tailored to each client’s unique circumstances and objectives while maintaining a clear focus on minimizing complexity and maximizing long-term workability. Committed to clarity and client understanding, Dawn is dedicated to helping clients make informed decisions by offering clear summaries and visual tools that support understanding and ease implementation for future generations.
Her expertise extends to private equity interests, pre-IPO founders, business executives, real estate entrepreneurs, art collectors, family offices, and closely held businesses. Dawn is known for designing and managing enduring wealth transfer structures that align with both tax optimization and the nuanced dynamics of family relationships, including the complexities of blended households and multigenerational needs.
In addition to estate, gift, and generation-skipping transfer tax planning, Dawn also counsels clients on charitable giving, including the formation, governance, and strategic development of private foundations and other philanthropic endeavors. She serves as a trusted advisor through all stages of estate and trust administration—whether modifying existing trusts, decanting to structures that better serve the clients’ needs, or supporting fiduciaries with the ongoing administration of complex estates and trusts.
Outside of her practice, Dawn finds balance in nature and cherishes time spent on outdoor adventures with her family, friends, and beloved dog. As a colorectal cancer survivor, she is deeply committed to raising awareness about the rise of early-onset colorectal cancer and is passionate about encouraging proactive health advocacy. Dawn is also actively involved in her local community and currently serves as Auditor on her child’s school PTA.