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James R. Daneri

Partner
James R. Daneri

James R. Daneri focuses on estate planning, tax, and business law.

858.551.2440 x327

Assistant:

Kim Young
858.551.2440 x306
kyoung@bkflaw.com

Paralegal Estate and Tax:
Mari E. Wadsworth
858.551.2440 x329
mwadsworth@bkflaw.com

Bars and Courts
  • California Bar
Education
  • University of San Diego, School of Law, JD and LLM in Taxation
  • University of California, Berkeley, BA
Responsibilities

 

Counseling clients with complex estate and trust planning matters including revocable living trusts, probate, and trust administration.

 

Advising and representing clients with corporate, partnership, and individual wealth and tax planning, complex tax transactions, income and employment tax audit defense, and tax-exempt entities.

 

Advising and representing shareholders, contracts, mergers, labor disputes, succession planning, entity maintenance, and formations.

Representative Transactions

 

Advising and representing business owners with agreements, contracts, compliance, disputes, mergers & acquisition, maintenance, formation, and dissolution.

 

Advising and representing individuals and businesses with federal and state income, gift, estate and employment tax matters.

 

Advising and representing individuals with estate planning matters including complex revocable living trusts, irrevocable trusts, grantor retained annuity trusts, intentionally defective grantor trusts, qualified personal residence trusts, charitable trusts, private foundations, family limited partnerships, powers of attorney, wills, and health care directives.

 

Advising and representing executors and guardians in probate and guardianship matters.

 

Advising and representing businesses in audit proceedings with IRS and EDD.

 

Advising and representing individuals and businesses in real estate transactions including property transfers, tax-deferred exchanges, and property tax assessment disputes.

 

Advising and representing tax-exempt organizations with compliance and formation.

 

Advising and representing business owners with labor disputes, wage disputes and benefits planning.

 

Advising and representing business owners with succession planning and buy-sell.