Practice Areas

Conservatorships

Protecting vulnerable adults often calls for carefully structured conservatorships. Dugoni & Lee, APC, petitions for and defends against conservatorships while advising conservators and conservatees on fiduciary duties, accountings, and medical/financial authority. Our litigation team is prepared to confront financial elder abuse litigation, trustee removal overlap, and related accounting disputes, always integrating estate and tax planning considerations and personal tax counseling, estate and gift tax issues that can arise in ongoing estate and trust administration throughout the Bay Area.