Santa Clara County Estate Planning Lawyers

Stephen Searle Rudd
Claimed Lawyer Profile
Santa Clara County, CA Estate Planning Attorney with 47 years experience
(408) 252-5211 10455 Torre Ave
Cupertino, CA 95014
Estate Planning, Probate and Real Estate
Stanford University
Steve Rudd is a Stanford Law School J.D. with over thirty years experience handling estate planning (trusts, wills, powers of attorney) and estate administration (trust administration, trust modification, spousal property petition and probate proceeding) for Silicon Valley clients. Steve Rudd offers quality legal services at affordable prices.
Daniel L DuRee
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Attorney
(650) 933-7122 800 West El Camino Real
Suite 180
Mountain View, CA 94040
Free ConsultationEstate Planning and Probate
University of California Hastings College of the Law
Do you have questions about the estate planning process? Please call today for a free consultation.
Janet Lee Brewer
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Attorney with 45 years experience
(650) 325-8276 2501 Park Boulevard - Suite 100
Palo Alto, CA 94306
Estate Planning, Elder, International and Tax
Golden Gate University and University of Denver Law School
Janet is certified as a specialist in Probate, Wills, Trusts, and Estate Planning Law by the Board of Legal Specialization of the California State Bar. She has practiced exclusively in this area since 1990.
Matthew G. Grech
Claimed Lawyer Profile
Santa Clara County, CA Estate Planning Lawyer with 12 years experience
(408) 214-0385 111 North Market St.
Suite 300
San Jose, CA 95113
Free ConsultationEstate Planning, Bankruptcy, Business and Probate
St. Thomas University School of Law
As an attorney, Matthew Grech began his career as a civil litigator. From there Mr. Grech transitioned into estate planning and probate & estate administration. As an estate planning/administration attorney Mr. Grech has assisted numerous clients manage trust and estate administrations from inception to closing, as well as guiding and facilitating the planning process. It was during this time that Mr. Grech realized that a number of his clients’ family members and friends were facing mounting financial troubles in the wake of The Great Recession. It was this realization that motivated Mr. Grech to begin practicing bankruptcy law, which...
James Cai
Claimed Lawyer ProfileBlawgsearchSocial Media
Santa Clara County, CA Estate Planning Attorney with 21 years experience
(408) 436-0789 1754 Technology Dr
#122
San Jose, CA 95110
Free ConsultationEstate Planning, Business, IP and Immigration
Temple University Beasley School of Law
James Cai founded SAC Attorneys, LLP after serving as in-house legal counsel for Yahoo! Inc. His practice focuses on corporate law, immigration, employment and estate planning. Mr. Cai believes in relationship lawyering and has a client-driven practice. He practices law the old fashioned way - giving each client this full attention with prompt responses, thorough research and analysis, aggressive representation and careful attention to details, in both transactional and litigation matters. As a result, most of his clients are repeat and long term clients, including individuals, small businesses, non-profit organizations and public companies. Before founding SAC Attorneys, LLP,...
Thomas E. Rossmeissl
Claimed Lawyer ProfileQ&ASocial Media
Santa Clara County, CA Estate Planning Lawyer with 29 years experience
(408) 883-3520 16450 Los Gatos Boulevard
Suite 108
Los Gatos, CA 95032
Estate Planning and Probate
Georgetown University Law Center
I am a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Specialization. My focus is on estate planning, trust and estate administration, and trust and estate litigation. I help individuals and families who face serious legal situations, and I help bring them solutions and peace of mind. My goal is to help clients gain the peace of mind that comes with taking care of their families, to help clients navigate through the challenges of trust and estate administration, and to zealously represent clients in litigation to seek the...
Jeffrey K Nielsen
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Lawyer with 7 years experience
(408) 294-9700 84 West Santa Clara St. #540
San Jose, CA 95113
Free ConsultationEstate Planning, Business and Probate
Western State University College of Law
With over 5 years of experience, I understand the challenges facing families when they begin to contemplate their future. I know that you want to make sure that you are leaving your loved ones in a good place, and I want to help you develop a comprehensive estate plan that allows you to achieve your specific objectives.

I offer customized Estate Plans tailored to each client's needs. I have dealt with estates of all different sizes. Even if you feel that it is unnecessary for you to create an estate plan, you may have more assets than you realize. Certainly,...
Michael Edward Lonich
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Attorney with 38 years experience
(408) 553-0801 1871 The Alameda
Suite 400
San Jose, CA 95126
Free ConsultationEstate Planning, Family and Probate
Pepperdine University School of Law
Michael E. Lonich is the managing partner of Lonich & Patton and has nearly 30 years of experience representing a wide range of businesses and individuals. His practice concentrates on Estate Planning, Business Law and divorce mediation. Mike draws upon his expertise and the firm's resources to partner with individuals and families to develop comprehensive estate plans and successfully represent clients in trust administration and probate litigation. From the creation of a simple will to a complex trust, family limited liability partnership or business succession plan, maximizing financial benefits as well as ensuring the peace of mind that an estate...
Camelia Mahmoudi
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Lawyer
(408) 658-8580 2021 The Alameda, Suite 200
San Jose, CA 95126
Estate Planning, Elder, Probate and Tax
Santa Clara University School of Law and Golden Gate University School of Law
Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Specialization. Legal services in the areas of (1) Trust & Estate, including Wills, Living Trusts, Probate, Trust Administration, and Conservatorships. (2) Taxation, including Compromise of Tax Liabilities, Tax Payment Agreements and Workouts, Defense Against IRS Collection, Audit and Appeals, and Abatement of Tax Penalties (3) Family Law, including Prenuptial Agreements, Divorce, Custody, Division of Assets, and Guardianships.
Jennifer Louise Mispagel
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Lawyer with 12 years experience
(408) 286-9800 70 South First Street
San Jose, CA 95113
Estate Planning, Business, Family and Probate
Santa Clara University School of Law
Jennifer Mispagel focuses her practice on Estate Planning, Trusts and Probate. Jennifer received her Juris Doctorate and her Masters in Business Administration from Santa Clara University in 2008. After completing her first year at Santa Clara University School of Law, Jennifer spent a summer in Tokyo studying the Japanese legal system and interning for a local law firm. When she returned to school, she enrolled in Santa Clara’s MBA program to complement her legal education. Jennifer received both the Witkin and CALI Awards in Community Property as well as the American Bankruptcy...
Mr. James Michael O'Neil III
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Lawyer with 11 years experience
(415) 992-3123 3505 El Camino Real
Palo Alto, CA 94306
Estate Planning and Probate
University of San Francisco School of Law
As the principal of the Law Offices of James O'Neil, James O’Neil has narrowed his primary focus to estate planning and estate administration. After graduating cum laude from the University of San Francisco School of Law, he served as an intern for the Honorable A. James Roberston II in the San Francisco Superior Court. After working in law firms from 2009 through 2019, James launched the Law Offices of James O'Neil. His mission is to guide his clients through the complex estate planning and trust and estate administration. He has helped hundreds of clients plan for their futures and manage...
Benjamin J. Sowards Esq.
Claimed Lawyer ProfileSocial MediaResponsive Law
Santa Clara County, CA Estate Planning Lawyer with 16 years experience
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Free ConsultationEstate Planning, Elder and Probate
University of California, Davis, School of Law

Mr. Sowards is an estate planning and wealth transfer attorney. He sets ups estate plans, including living trusts, to help to avoid probate, minimize taxes and limit conflict. He also helps to settle out and administer trust and probate estates. He represents trustees to help them comply with the terms of the trust agreement and the California Probate Code. He minimizes conflict and lawsuits between trustees and beneficiaries or legal heirs. He also represents small and family owned businesses. He has saved his clients millions of dollars in probate fees and has successfully resolved several family conflicts that likely would...
James Edward Berge
Claimed Lawyer ProfileQ&ASocial Media
Santa Clara County, CA Estate Planning Attorney with 34 years experience
(408) 985-9918 1101 S Winchester Blvd Ste I-208
San Jose, CA 95128
Free ConsultationEstate Planning and Elder
Golden Gate University School of Law and Santa Clara University School of Law
Javed Inam Ellahie
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Lawyer with 45 years experience
(408) 294-0404 12 South First Street, Suite 600
SAN JOSE, CA 95113
Estate Planning, Bankruptcy, Probate and Real Estate
Santa Clara Univ School of Law
Javed Ellahie's practice focuses on estate planning, probate, real estate law and bankruptcy. He carries a Martindale-Hubbell “AV-rating”, the highest rating of legal knowledge and ethics.
He is a certified bankruptcy law specialist (certified by the State Bar of California, Board of Legal Specialization) and has frequently lectured at seminars for bankruptcy law specialists. Mr. Ellahie has also served as a Trustee to the Santa Clara County Bar Association and the West-Valley Mission Community College District.

Mr. Ellahie’s estate planning experience includes setting up estate plans such as simple and complex trusts, drafting irrevocable trusts, family limited partnership, charitable trusts...
Robert Paul Bergman
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Lawyer with 39 years experience
(408) 247-0444 1777 Saratoga Avenue
Suite 208
San Jose, CA 95129
Free ConsultationEstate Planning
Santa Clara University School of Law
Board Certified Specialist in Estate Planning, Trust and Probate law, focusing on estate planning for families with children.
John David Teter
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Lawyer with 38 years experience
(408) 866-1810 1361 S Winchester
Suite 113
San Jose, CA 95128
Estate Planning, Business, Real Estate and Tax
Golden Gate University School of Law and Santa Clara University School of Law
As a lawyer for over 30 years, on a daily basis, John Teter has assisted thousands of clients in achieving their business and personal goals. He draws on this wealth of real-world experience, coupled with interaction with colleagues and a lifetime commitment to continuing education, to provide his clients the best legal representation possible. It is a great source of personal pleasure to apply these tools to assist others. Mr. Teter considers each case to be a personal challenge to achieve what is best for each of his clients.

As an experienced taxation law attorney, he has the knowledge and resources...
Richard Wingerden
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Attorney with 18 years experience
(408) 564-5870 777 N 1st
Suite 333
San Jose, CA 95112
Free ConsultationEstate Planning, Business and Criminal Defense
Lincoln Law School of San Jose
Richard Wingerden will handle every client's matter personally, professionally, and with a great degree of dedication. All of his clients receive the attention they need whether accused of criminal wrong doing, need peace of mind in drafting of a will and trust, or need business advice or drafting of a contract.

With many years as a practicing litigation attorney, Mr. Wingerden has exceptional skill in client advocacy, negotiating, investigating, analyzing, critically reviewing, and resolving minor criminal offense to complex and serious felonies.

Mr. Wingerden has an expert understanding of the criminal justice system and proven ability to understand all...
Lawrence M Kelly
Claimed Lawyer Profile
Santa Clara County, CA Estate Planning Lawyer with 34 years experience
(408) 736-3535 275 Saratoga Avenue, #102
Santa Clara, CA 95050
Estate Planning and Probate
Santa Clara University School of Law
Lawrence (Larry) Kelly has been providing professional and courteous Estate Planning, Probate and Trust Law services for clients in the South Bay Area and beyond for 25+ years.
Somita Basu
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Attorney with 7 years experience
(408) 850-7250 5201 Great America Pkwy #320
Santa Clara, CA 95054
Free ConsultationEstate Planning, Elder and Probate
Concord Law School at Purdue Global
Somita Basu is a Founding Principal of Norton Basu LLP. Ms. Basu began her career in financial services and insurance and has lived and worked across the globe, working with blue chip Fortune 500 companies. Her career has taken her from the New York City metropolitan area to India and Singapore, where she gained a unique perspective on global business practices and cultures. She has worked in senior management positions with a culturally diverse workforce.

Having lived abroad for 13 years, Ms. Basu is particularly sensitive to how different cultural views can influence decision-making and risk appetite....
Ranvir S Sandhu
Claimed Lawyer ProfileSocial MediaResponsive Law
Santa Clara County, CA Estate Planning Attorney with 10 years experience
(510) 516-2889 1172 Murphy Ave Suite 231
San Jose, CA 95131
Free ConsultationEstate Planning and Business
Lincoln University
Attorney Ranvir is a dynamic, focused and hard-working lawyer who values transparency and integrity.

Estate Planning:

Ranvir helps create professional estate plans that will satisfy individual and family members’ personal, financial, and tax goals. This includes the preparation of customized wills, trusts, powers of attorney, deed transfers and advanced health care directives.

Corporate Law:

Ranvir advises individuals, joint partnerships, startups and emerging companies in tech and non-tech, including cannabis on corporate formation, M&A, financing, SAFEs and IPOs, general corporate counseling, as well as on non-corporate matters such as employment, licensing, securities compliance and general corporate counseling.

Prior Experience:

Prior to founding Insight Legal, P.C.,...
Kendra Bowen
Claimed Lawyer Profile
Santa Clara County, CA Estate Planning Lawyer with 28 years experience
(650) 521-6910 20 South Santa Cruz, Ste. 300
Los Gatos, CA 94303
Free ConsultationEstate Planning
University of California Hastings College of the Law
I have focused my practice solely on estate planning and advanced estate planning, specifically the legal work to PREVENT PROBATE. As a San Mateo County native, I receive great satisfaction in using the law to help other San Francisco Bay Area residents and home owners avoid the time consuming, costly and disruptive probate process. I meet with every client at a Fidelity Law Office near them and guide them through the estate planning process in a fun and efficient way. My positive approach and knowledge of estate planning law ensures that each client makes the right decisions for their estate...
Daniel J. Leahy Esq.
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Lawyer with 11 years experience
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Free ConsultationEstate Planning, Elder and Probate
University of California - Berkeley
Roy Wayne Litherland
Claimed Lawyer ProfileBlawgsearchSocial Media
Santa Clara County, CA Estate Planning Attorney with 44 years experience
(408) 356-9200 3425 S Bascom Avenue, Suite 240
Campbell, CA 95008
Free ConsultationEstate Planning, Elder and Probate
Indiana Univ Indianapolis School of Law
Roy Litherland has been providing legal services in Santa Clara and Santa Cruz Counties continuously since 1975.

In law school, Roy was a recipient of the Dean Faust Award and received awards and honors in income taxation and estate taxation.

Roy is certified by the California State Bar Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law. In addition to his extensive legal background, he was previously licensed as a Certified Public Accountant.

Roy is a member of the California State Bar Association, American Academy of Estate Planning Attorneys, and the National Academy of Elder Law Attorneys....
Kathleen Lawler Bodmer
Claimed Lawyer Profile
Santa Clara County, CA Estate Planning Lawyer with 26 years experience
(831) 462-3220 20 South Santa Cruz Avenue
Suite 300
Los Gatos, CA 95030
Free ConsultationEstate Planning and Business
Boston Univ School of Law
Kathleen has been practicing law since 1994, concentrating in the areas of estate planning, trust administration and business transaction law. Kathleen's estate planning client base ranges from young couples just starting out to those clients with multi-million dollar estates in need of tax, gift, and charitable planning, as well as a basic estate plan. Additionally, Kathleen enjoys working with clients in the later stages of life to address those matters that can make the transitions that are inevitable proceed more smoothly, and as the client best intends. Kathleen's business practice focuses on smaller businesses in need of...
Clarence Joseph Ferrari Jr
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Lawyer with 60 years experience
(408) 280-0535 333 W. Santa Clara Street
Suite 700
San Jose, CA 95113
Estate Planning, Business and Tax
Stanford University
Clarence J. Ferrari is a founding partner of Ferrari Ottoboni Caputo & Wunderling. He primarily handles cases involving business and tax planning, with an emphasis on business planning and wealth transfer for families, individuals, and closely-held companies. He has extensive knowledge and hands-on experience in business transfers, generation-skipping transfers, creating sophisticated estate plans, charitable trusts, life insurance trusts, and more. Mr. Ferrari also understands the state and federal tax implications regarding estate plans and business transactions. He is a certified specialist in taxation.
Liza Weiman Hanks
Claimed Lawyer ProfileBlawgsearchSocial Media
Santa Clara County, CA Estate Planning Attorney with 23 years experience
(650) 428-3900 2570 W El Camino Real
#400
Mountain View, CA 94040
Estate Planning, Probate and Tax
Stanford Law School
Sujung Park
Claimed Lawyer Profile
Santa Clara County, CA Estate Planning Lawyer with 14 years experience
(408) 236-7345 19925 Stevens Creek Blvd.
Suite 100
Cupertino, CA 95014
Estate Planning and Business
Emory University
As a business legal counsel, Sujung Park has advised individuals and businesses on various legal transactions and litigation matters. Her practice includes corporate, commercial contracts, and estate and asset planning. Sujung’s clients range from global high tech companies to innovative emerging startups and local small businesses. She also has served as outside general counsel for the US subsidiaries of Korean companies and US companies who has a business relationship with Korea.

Sujung received a J.D. from Emory University School of Law and a M.A. in International Laws from Seoul National University. She is a member of the State Bar...
Deborah L Azar
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Attorney with 15 years experience
(855) 332-2927 2005 De La Cruz Blvd Ste 145
Santa Clara, CA 95050
Estate Planning and Probate
Deborah Azar is an estate planning attorney serving the Bay Area. Whether you need a trust, a will or guardianship to protect your family and your assets, Deborah Azar has the expertise and experience to help you and guide you through the process.

The law Offices of Deborah Azar, P.C. focuses on helping people like you navigate estate planning, trust administration and probate.

Deborah Azar habla español y puede explicarle el porceso para hacer su plan en español .

Make an appointment at http://trustsandllc.com/make-an-appointment/
John Erik Fraker
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Attorney with 21 years experience
(800) 775-7612 14500 Big Basin Way
Suite K
Saratoga, CA 95070
Free ConsultationEstate Planning, Elder, Probate and Tax
Golden Gate University School of Law and University of Southern California Gould School of Law
John Erik Fraker is the chair of the Charitable Planning & Philanthropy Practice Group for Ainer & Fraker, LLP. Specializing in high net-worth estate planning, philanthropy, and asset protection, John excels at providing sophisticated financial solutions and advanced charitable techniques that help individuals reduce taxes, provide a lasting legacy, and strengthen the familyâs core identity. Prior to co-founding Ainer & Fraker, LLP in 2002, John handled the investment and insurance needs of high net worth families as a fee-only financial planner in the affluent Brentwood Santa Monica area of Los Angeles. Additionally, he worked as Business Development Officer for the...
Sally Roselle Cooperrider
Claimed Lawyer Profile
Santa Clara County, CA Estate Planning Lawyer with 39 years experience
142 George St
San Jose, CA 95110
Estate Planning, Arbitration & Mediation, Divorce and Elder
Santa Clara University and San Jose State University
I practice family law, with an emphasis on collaborative divorces and mediation. I also prepare QDROs (Qualified Domestic Relations Orders) for the division of pensions in a divorce. In addition I practice estate plannning, including preparing revocable living trusts, special needs trusts, and wills. My practice is near downtown San Jose, California. I have been an attorney for 25 years.
Michael D. Larsen
Claimed Lawyer Profile
Santa Clara County, CA Estate Planning Lawyer with 34 years experience
2nd Floor
530 Lytton Avenue
Palo Alto, CA 94301
Estate Planning, Elder, International and Tax
University of Chicago
I have always been interested in European history and languages. I lived in France for four years before returning to the Bay Area to set up my law practice. I often work with people in the Bay Area who have family or assets in France.
Pascal Anthony Anastasi Esq.
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Attorney with 33 years experience
(408) 292-2606 267 E. Campbell Avenue, Suite 200
Campbell, CA 95008
Free ConsultationEstate Planning and Business
McGeorge School of Law Univ of the Pacific
A Business Lawyer with Experience in Business. The Anastasi Law Firm is managed by Pascal Anastasi. He is a graduate of UOP, McGeorge School of Law in Sacramento, California. He was privileged to have been taught Constitutional Law by Justice Anthony M. Kennedy, Chief Justice of the Supreme Court for the United States of America. His comfortable style, developed skills and dedication to small business owners was built upon his association with entrepreneurs and his undergraduate work at, CSU, Chico, where he earned a Bachelor of Science Degree from the School of Business, and Minor from...
Kamala Maddipoti
Claimed Lawyer Profile
Santa Clara County, CA Estate Planning Lawyer with 9 years experience
(408) 752-5436 2670 S. White Rd Ste 105
San Jose, CA 95148
Estate Planning and Immigration
Attorney Kamala Maddipoti is the Founder and President of Kamala Law Corporation. Attorney Kamala completed her Master of Laws (LLM) from Golden Gate University in San Francisco, California. Ms. Kamala is a member of State Bar of California and started practicing law since 2011. She specializes in Estate Planning & Immigration laws and helps her clients on both employment as well as family based immigration matters & estate planning needs. In addition to Immigration & Estate Planning work, she guides and counsels employers on compliance and corporate transactional matters. In her free time she offers pro bono services and...
Patty Setser Esq.
Claimed Lawyer Profile
Santa Clara County, CA Estate Planning Attorney
(408) 371-6000 2542 S Bascom Ave, #200
Campbell, CA 95008
Estate Planning, Elder and Probate
University of the Pacific, McGeorge School of Law
Merrisa L. Coleman-Bishop
Claimed Lawyer ProfileSocial MediaResponsive Law
Santa Clara County, CA Estate Planning Attorney with 27 years experience
(408) 217-8506 1035 Minnesota Ave
#H
San Jose, CA 95125
Free ConsultationEstate Planning, Bankruptcy, Divorce and Domestic Violence
Western State College of Law at Argosy University
David W. Tate Esq.
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Attorney with 33 years experience
(408) 371-6000 2542 S Bascom Ave
#200
Campbell, CA 95008
Free ConsultationEstate Planning, Elder and Probate
U of San Francisco School of Law
Carol Elias Zolla
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Attorney with 24 years experience
(408) 358-6900 16450 Los Gatos Blvd.
Suite 208
Los Gatos, CA 95032
Estate Planning
UCLA School of Law
Carol is an attorney who practices only in the field of estate planning and administration. Since 2002, she has been certified as a Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. Carol graduated from the University of California at Berkeley and the University of California at Los Angeles School of Law. She serves on the Estate Planning, Trust, and Probate Law Advisory Commission to the Board of Legal Specialization of the State Bar of California. She is an active member of the Trusts and Estates Section of the Silicon Valley...
Valary Anne Miller
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Attorney with 24 years experience
(408) 800-5791 777 N 1st St
Suite 325
San Jose, CA 95112
Estate Planning, Business and Consumer
Santa Clara Univ School of Law
Solution oriented attorney who specializes in Business, Estate Planning, and Consumer Finance Law, offering a proven background of advising large and small businesses. My goals in working with clients is to drive business operations, team building, company governance, and regulatory compliance for small companies, and individuals. Experience in same at: Lincoln Law School of San Jose, Credit.com, A&W Properties, WAP Forum, and eCycle, Inc, and General Electric. Actively collaborates with public- / private-sector officials, senior-level executives, leadership peers, stakeholders, and / or clients to analyze needs while identifying challenges and resolving legal / business issues...
Lisa Intrieri Caputo
Claimed Lawyer ProfileSocial Media
Santa Clara County, CA Estate Planning Lawyer with 28 years experience
(408) 280-0535 333 W. Santa Clara Street
Suite 700
San Jose, CA 95113
Estate Planning, Business and Tax
Santa Clara University
Lisa joined Ferrari Ottoboni Caputo & Wunderling in 1994 and became a Partner in 1999. She earned her law degree from Santa Clara University. Lisa devotes much of her time to cases involving wealth transfer planning, business succession, tax planning, tax litigation, charitable planning, and a variety of other trust and probate matters. She has published a variety of legal treatises and presented her work before the U.S. Senate Finance Committee and Treasure Dept. Lisa frequently speaks and educates the public regarding estate and tax planning issues. She consistently ranks as one of the top lawyers in her field.
Stanley Phong Phan
Claimed Lawyer Profile
Santa Clara County, CA Estate Planning Lawyer with 17 years experience
(408) 232-4900 2092 Concourse Drive, Ste 49
San Jose, CA 95131
Free ConsultationEstate Planning, Bankruptcy, Personal Injury and Real Estate
Lincoln Law Sch of San Jose
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