Laurence P. Dugoni

Laurence P. Dugoni

Shareholder and Director
Location:
San Mateo, California
Phone:
650-292-2903
Fax:
650-292-2901
Email:
Laurence P. Dugoni is a partner at Barulich Dugoni & Suttmann Law Group, Inc. Mr. Dugoni has been certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust and probate law. Mr. Dugoni is also a Certified Public Accountant. Mr. Dugoni's law practice focuses primarily on estate planning, trust and probate law, estate and gift taxation, as well as asset protection planning. He has extensive experience advising high net worth individuals, families and business clients, and has testified as an expert witness in these matters. Mr. Dugoni has lectured on various topics, including estate planning, estates and trusts, income taxation, estate and gift taxation, as well as various asset protection strategies. Mr. Dugoni worked as a Certified Public Accountant for PricewaterhouseCoopers from 1991 until 1994 where he advised high net worth individuals and corporations on various tax matters.

Areas of Practice

  • Estate Planning
  • Estate Administration
  • Probate
  • Trusts and Estates
  • Taxation
  • Business Planning

Certified Legal Specialties

  • Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization

Admissions

  • California, 1997
  • California State Board of Accounting, 1994

Education

  • University of San Francisco School of Law, San Francisco, California
    • J.D. - 1997
  • California Polytechnic State University, San Luis Obispo
    • B.S. magna cum laude - 1991

Classes/Seminars

  • State Bar of California 39th Annual Fall Program, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate, 2015
  • Barulich Dugoni MCLE, “Federal Tax Legislation – Cases & Rulings, 2015
  • State Bar of California 88th Annual Meeting, “Recent Developments in Trust & Estate Law, 2015
  • Barulich Dugoni MCLE, “Changes in Title Requiring Reassessment for CA Property Tax.”, 2014
  • State Bar of California 86th Annual Meeting, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2013
  • State Bar of California 37th Annual Fall Program, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2013
  • Continuing Education of the Bar, “IRA’s Pension Plans & Other Retirement Benefits.", 2013
  • San Mateo County Bar Association, "Best Practices in Estate Planning and Administration.", 2013
  • State Bar of California 84th Annual Meeting, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2011
  • State Bar of California 35th Annual Fall Program, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2011
  • Continuing Education of the Bar, “Fundamentals of Estate Planning.”, 2011
  • San Mateo County Bar Association - Your Legal Rights - KALW-FM, “Estate and Gift Tax Planning Under the 2010 Tax Relief Act", 2011
  • State Bar of California 83rd Annual Meeting, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2010
  • State Bar of California 34th Annual Fall Program, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2010
  • Continuing Education of the Bar, “Fundamentals of Postmortem Trust Administration.”, 2010
  • State Bar of California 33rd Annual Fall Program, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2009
  • State Bar of California 82nd Annual Meeting, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2009
  • State Bar of California 32nd Annual Fall Program, “Recent Developments in Trusts, Guardianships, Conservatorships and Probate.”, 2008
  • State Bar of California 81st Annual Meeting, “Recent Developments in Probate, Trusts, Guardianships and Conservatorships.”, 2008
  • Continuing Education of the Bar, “Basic Concepts of Estate Planning.”, 2008
  • Continuing Education of the Bar, “Fundamentals of Trust Administrations.”, 2007
  • San Mateo County Bar Association - Your Legal Rights - KALW-FM, “Professional Fiduciaries.”, 2007
  • San Mateo County Bar Association - Your Legal Rights - KALW-FM, “Who Needs a Living Trust and Who Should Prepare It., 2005

Honors and Awards

  • Northern California Super Lawyer recognition, San Francisco Magazine, 2012 - 2019
  • "Top 100" Super Lawyer, San Francisco Magazine, 2013
  • AV® Preeminent™ rating by Martindale.com
  • 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
  • Fellow, The American College of Trust and Estate Counsel

Professional Associations and Memberships

  • San Mateo County Bar Association, Member
  • American Bar Association
  • United States District Court, Northern District
  • United States Court of Appeals, Ninth Circuit
  • United States Tax Court
  • American Association of Attorney-Certified Public Accountants
  • California Society of Certified Public Accountants
  • American Institute of Certified Public Accountants

Past Employment Positions

  • PriceWaterhouse Coopers, Certified Public Accountant, 1991 - 1994

Pro Bono Activities

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