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Kimberly Duggan
Counsel
Shartsis Friese LLP - San Francisco,CA
Kimberly Duggan is a member of the Family Wealth Planning Department where she represents clients in the areas of estate planning, estate and gift taxation, charitable gift planning, and estate and trust administration. Her practice include...... Show More
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About
Kimberly Duggan is a member of the Family Wealth Planning Department where she represents clients in the areas of estate planning, estate and gift taxation, charitable gift planning, and estate and trust administration. Her practice includes forming closely held businesses for tax and asset protection purposes, collaborating with clients' accountants and other wealth advisors, and counseling fiduciaries and beneficiaries. Ms. Duggan's experience also includes trust and estate litigation and judicial proceedings dealing with the probate of estates, guardianships, conservatorships, and the administration, modification, and termination of trusts.Ms. Duggan was formerly affiliated with two estate planning, trust, and probate firms on the San Francisco Peninsula. In 2021 Ms. Duggan was hand selected for a six-month appointment as the staff attorney for Judges Joseph M. Quinn and Ross C. Moody of the San Francisco Superior Court Probate Division.Professional ActivitiesPeninsula Estate Planning CouncilQueen's Bench Bar AssociationEdward J. McFetridge American Inn of CourtBar Association of San Francisco: Estate Planning, Probate and Trust SectionSan Mateo County Bar Association: Estate Planning and Probate SectionCalifornia Lawyers Association: Trusts and Estates SectionAmerican Bar Association: Real Property, Trust, & Estate Law Section
Specialities
Family Wealth Planning
Taxation
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Positions
- Counsel
Memberships
- Queen’s Bench Bar Association
- Bar Association of San Francisco
- San Mateo County Bar Association
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FAQs
Here are some Frequently Asked Questions about Kimberly Duggan
What organization is Kimberly Duggan associated with?
Kimberly Duggan is associated with Shartsis Friese LLP.
Where is Kimberly Duggan based out of?
Kimberly Duggan’s primary location is San Francisco, CA.
What is Kimberly Duggan's phone number?
Kimberly Duggan's phone number is (415) 421-6500
What is Kimberly Duggan's title??
Kimberly Duggan is a Counsel.
What is the position of Kimberly Duggan in Shartsis Friese LLP?
Kimberly Duggan is the Counsel at Shartsis Friese LLP.