Laurence P. Dugoni

Top rated Estate & Trust Litigation attorney in San Mateo, California

Dugoni & Lee, APC
Laurence P. Dugoni
Dugoni & Lee, APC

Practice areas: Estate & Trust Litigation, Estate Planning & Probate, Business & Corporate; view more

Licensed in California since: 1997

Education: University of San Francisco School of Law

Selected to Super Lawyers: 2012 - 2026

Dugoni & Lee, APC

155 Bovet Rd
Suite 750
San Mateo, CA 94402 Visit website
Details

Laurence P. Dugoni is a co-founding partner of Dugoni & Lee, APC, in San Mateo, California. A seasoned attorney and accountant, he holds certification from The State Bar of California Board of Legal Specialization as an expert in estate planning, trust, and probate law, and he is also a certified public accountant. His practice is devoted to comprehensive estate planning, probate and trust administration, estate and gift taxation and sophisticated asset protection strategies. 

Over the course of his career, Mr. Dugoni has counseled numerous high net worth individuals, families, and business entities, and he has appeared as an adept witness in complex fiduciary and tax litigation matters. He earned his Bachelor of Science, magna cum laude, from California Polytechnic State University, San Luis Obispo, and subsequently received his Juris Doctor from the University of San Francisco School of Law. 

Mr. Dugoni was admitted to The State Bar of California in 1997 and has maintained an uninterrupted license ever since. Prior to establishing Dugoni & Lee, APC, he served as a senior shareholder for nearly three decades at a prominent estate planning firm in Burlingame, California, where he refined his skills in tax-efficient wealth transfer and asset preservation.

Before entering the legal profession, Mr. Dugoni practiced as a tax consultant at a premier global professional services network, from 1991 to 1994, advising affluent individuals and corporations on federal and state tax compliance and planning. He continues to be a sought-after lecturer, presenting on subjects that include advanced estate and gift taxation, trust administration techniques, income tax considerations for estates and robust asset protection frameworks. 

Mr. Dugoni’s commitment to service extends beyond his clients. He has held leadership positions such as chairman of the Board of Regents for Junípero Serra High School and has contributed to numerous charitable organizations, including AbilityPath (formerly Community Gatepath), Samaritan House and St. Vincent de Paul of San Mateo County. 

Practice areas

Estate & Trust Litigation, Estate Planning & Probate, Business/Corporate, Tax: Business

Focus areas

Business Formation and Planning, Estate Planning, Probate & Estate Administration, Tax Law, Trusts

  • 40% Estate & Trust Litigation
  • 40% Estate Planning & Probate
  • 10% Business/Corporate
  • 10% Tax: Business

First Admitted: 1997, California

Professional Webpage: https://www.dugonilee.com/attorneys/larry-dugoni/

Bar / Professional Activity

  • California, 1997
  • American Bar Association
  • American Institute of Certified Public Accountants
  • San Mateo County Bar Association, Member
  • California Society of Certified Public Accountants
  • American Association of Attorney-Certified Public Accountants

Special Licenses / Certifications

  • California Board of Legal Specialization – Certified Specialist in Estate Planning, Probate and Trust Law, 2010
  • Certified Public Accountant - California Board of Accountancy, 1994

Pro bono / Community Service

  • Ability Path, Former Board of Directors
  • Community Gatepath, Board of Directors
  • Junipero Serra High School, Board of Regents, Former Chairman of the Board 
  • Society of St. Vincent de Paul of San Mateo County, Former Board of Directors
  • Samaritan House, Former Board of Directors

Educational Background

  • California Polytechnic State University, San Luis Obispo, B.S., Magna Cum Laude, 1991

Scholarly Lectures / Writings

  • State Bar of California 39th Annual Fall Program, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate", 2015
  • San Mateo County Bar Association - Your Legal Rights - KALW-FM, “Estate and Gift Tax Planning Under the 2010 Tax Relief Act", 2011
  • Continuing Education of the Bar, “Fundamentals of Estate Planning.”, 2011
  • State Bar of California 35th Annual Fall Program, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2011
  • State Bar of California 84th Annual Meeting, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2011
  • San Mateo County Bar Association, "Best Practices in Estate Planning and Administration.", 2013
  • Continuing Education of the Bar, “IRAs, Pension Plans & Other Retirement Benefits.", 2013
  • State Bar of California 37th Annual Fall Program, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2013
  • State Bar of California 86th Annual Meeting, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2013
  • Barulich Dugoni MCLE, “Changes in Title Requiring Reassessment for CA Property Tax.”, 2014
  • State Bar of California 88th Annual Meeting, “Recent Developments in Trust & Estate Law," 2015
  • Barulich Dugoni MCLE, “Federal Tax Legislation – Cases & Rulings, 2015

Honors

  • Fellow, The American College of Trust and Estate Counsel (ACTEC)
  • Bar Register of Preeminent Lawyers, 2015 - 2024
  • America's Most Honored Lawyers-Top 1%, 2016 - 2024
  • AVVO Rated Top Lawyer - Superb, 2012 - 2024
  • Lawyers of Distinction, 2024
  • AV® Preeminent™ rating by Martindale.com, 2013 - 2024
  • "Top 100" Super Lawyer, San Francisco Magazine, 2013
  • Northern California Super Lawyer recognition, San Francisco Magazine, 2013 - 2024
  • America's Top 50 Lawyers - Estates & Trusts - California - 2024
  • Selected by the Presiding Judge for the San Mateo County Superior Court to serve on its Independent Counsel Panel for Probate, Trust and Conservatorship matters.
  • Selected by the Probate Judge for the San Mateo County Superior Court to serve on its 2004 “Bench-Bar Committee” to revise San Mateo County Local Probate Rules.

Office location for Laurence P. Dugoni

155 Bovet Rd
Suite 750
San Mateo, CA 94402

Phone: 650-546-7295

Selections

15 Years Super Lawyers
  • Super Lawyers: 2012 - 2026

Top Lists

Top 100: Northern California Super Lawyers: 2013

Certificates and credentials

Additional sources of information about Laurence P. Dugoni

Attorney resources for Laurence P. Dugoni

Page Generated: 0.15141010284424 sec