ESTATE PLANNING COUNCIL OF SOUTH ORANGE COUNTY

Dawn is responsible for overseeing all aspects of the Orange County region’s fiduciary practice, including oversight of all trust relationships, management and mitigation of fiduciary risk, review of all new trust business, and oversight of all court-related matters including administrative petitions and fiduciary litigation. Dawn also works with select Wealth Management clients and their advisors to develop integrated tax and estate plans and wealth management strategies.Dawn is responsible for overseeing all aspects of the Orange County region’s fiduciary practice, including oversight of all trust relationships, management and mitigation of fiduciary risk, review of all new trust business, and oversight of all court-related matters including administrative petitions and fiduciary litigation. Dawn also works with select Wealth Management clients and their advisors to develop integrated tax and estate plans and wealth management strategies.