Trust Administration
When a loved one passes, effective estate and trust administration is essential to preserve assets and prevent conflict. Dugoni & Lee, APC advises trustees and private fiduciaries on notice requirements, asset marshaling, accountings, and tax elections while proactively addressing potential trustee removal claims, accounting disputes, and trust interpretation controversies. Our Bay Area team emphasizes transparency to avoid will and trust contests and to reduce the likelihood of financial elder abuse litigation, all while aligning administration with estate and tax planning objectives and personal tax counseling, estate, and gift tax strategies.
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