Sarah Ulibarri advises clients on advanced estate planning, probate and trust administration, conservatorships of the person (limited and general), and guardianships of the person. She also advises and petitions courts regarding modifications of irrevocable trusts in order to account for changes in income and estate tax laws; changes in personal circumstances; and changes in the law of trusts.

Danielle Guerrero provides guidance to clients on estate planning, trust administration, probate, special needs planning, succession planning, and litigation settlement planning. She leverages her extensive knowledge of California law, the Internal Revenue Code, and best practices to patiently simplify complex tax, estate planning, and trust administration concepts for clients.

Listen to this informative Legacy Leaders episode with Sarah Ulibarri and Danielle Guerrero about special needs planning.

Here is what to expect on this week’s show:

● Sarah and Danielle prioritize creating personalized legal documents for each client, ensuring that their unique needs and circumstances are taken into account. This level of tailored care sets them apart in the field of estate planning.

● The attorneys engage in specialized planning for special needs beneficiaries, working closely with a network of professionals to provide comprehensive support in managing assets and securing the future of these individuals.

● Sarah and Danielle emphasize the importance of being a constant support system for their clients, going above and beyond to ensure that they receive the assistance and guidance they need. As Danielle aptly put it, "We're always striving to give our best to each client."

Connect with Sarah and Danielle:

Sarah LinkedIn: https://www.linkedin.com/in/sarah-ulibarri-225920123/

Danielle LinkedIn: https://www.linkedin.com/in/danielleguerrero/

With your Guest Host Jeff Kritzberg:

As a Financial Advisor, Jeff helps individuals, couples and families grow their assets for the long term. He takes this mission very seriously and works closely with clients to recommend the appropriate products and services to help achieve their unique goals. Jeff has the skills, knowledge, and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternative strategies to help protect your assets.

Connect with Jeff:

Website: http://www.prudential.com/advisor/jeff-kritzberg

Linkedin: https://www.linkedin.com/in/jeff-kritzberg-16a89a14

Facebook: https://www.facebook.com/Jeff-Kritzberg-at-Prudential-2011137655604721/

Learn more about your ad choices. Visit megaphone.fm/adchoices