Practice Areas

Tax Planning

Sophisticated tax planning is an integral aspect to every family wealth strategy we design or defend. Dugoni & Lee, APC delivers personal tax counseling, estate and gift tax optimization, income tax minimization, and generation-skipping transfer planning that support smooth estate and trust administration and help deter will and trust contests. Whether advising on portability, charitable vehicles, or tax‑efficient settlements in trust and estate litigation, our San Mateo team aligns estate and tax planning with real-world outcomes, reducing the risk of accounting disputes, trustee removal claims, and trust interpretation controversies in the years ahead.

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