James R. Daneri Esq.

James R. Daneri focuses on estate planning, tax, and business law. James counsels clients with complex estate and trust planning matters, which include revocable living trusts, probate, and trust administration. James also advises and represents clients with corporate, partnership, and individual wealth and tax planning, complex tax transactions, income and employment tax audit defense, and tax-exempt entities. His responsibilities also include advising and representing shareholders, contracts, mergers, labor disputes, succession planning, entity maintenance, and formations.

• Partner

• Guiding business owners through agreements, contracts, compliance, disputes, mergers & acquisitions, maintenance, formation, and dissolution
• Guiding individuals and businesses through federal and state income, gift, estate, and employment tax matters
• Assisting 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
• Supporting executors and guardians in probate and guardianship matters
• Representing businesses in audit proceedings with the IRS and EDD
• Facilitating real estate transactions for individuals and businesses, including property transfers, tax-deferred exchanges, and property tax assessment disputes
• Helping tax-exempt organizations with compliance and formation
• Counseling business owners on labor disputes, wage disputes, and benefits planning
• Structuring succession planning and buy-sell agreements for business owners

• California