New Almaden Estate Planning Lawyers

Thomas E. Rossmeissl
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Thomas E. Rossmeissl
Los Gatos, CA Estate Planning Lawyer with 34 years of 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...
Benjamin J. Sowards
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Benjamin J. Sowards
Campbell, CA Estate Planning Lawyer with 20 years of experience
(408) 371-6000 2542 S Bascom Ave
#210
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...
Robert Paul Bergman
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Robert Paul Bergman
San Jose, CA Estate Planning Lawyer with 44 years of experience
(408) 247-0444 3535 Ross Avenue
Ste. 200
San Jose, CA 95124
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. Besides doing estate planning, I regularly file petitions in the Courts to gather loose assets into a trust after someone has died (i.e., a "Heggstad" petition) or to modify an irrevocable trust in order to correct errors or deficiencies, or add in provisions that can be beneficial to a family. Additionally, I assist with probate and trust administration of a decedent's estate or trust after they have died.
Justin M. Kennedy
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Justin M. Kennedy
Campbell, CA Estate Planning Lawyer with 14 years of experience
(408) 356-9200 3425 S. Bascom Avenue, Suite 240
Suite 240
Campbell, CA 95008
Estate Planning and Probate
University of the Pacific, McGeorge School of Law
I assist our clients with all aspects of the estate planning process, including: the creation and/or modification of an estate plan, providing guidance upon the incapacity of a client, engaging in Medi-Cal planning, and helping the client’s trusted loved ones through the process of administrating the estate plan upon the client’s passing. When I meet with clients, I make an effort to provide an open and friendly space where the clients may ask their questions and feel that their concerns are being heard. I am proud to be the owner of a law office that values our clients’ peace of...
Megan Gooing
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Megan Gooing
Campbell, CA Estate Planning Lawyer
(408) 371-6000 2542 S Bascom Ave
#210
Campbell, CA 95008
Free ConsultationEstate Planning, Elder and Probate
Chapman University Fowler School of Law
Hi, I am Megan Gooing, Attorney and Counselor at Law, and my practice is primarily focused on estate planning, probate, and trust administration. I work for a boutique law firm that caters to each individual client's specific needs, rather than providing a one size fits all solution to issues. I look forward to learning how I can serve you and your family.
Kendra Bowen
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Kendra Bowen
Los Gatos, CA Estate Planning Lawyer with 32 years of experience
(650) 521-6910 20 South Santa Cruz, Ste. 300
Los Gatos, CA 94303
Free ConsultationEstate Planning
University of California College of the Law, San Francisco
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...
Carol Elias Zolla
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Carol Elias Zolla
Los Gatos, CA Estate Planning Attorney with 28 years of experience
(408) 358-6900 16450 Los Gatos Blvd.
Suite 209
Los Gatos, CA 95032
Estate Planning
UCLA School of Law
Carol is a lawyer who is 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 is a member of the Trusts and Estates Section of the Silicon Valley Bar Association, and a former Editor of its newsletter, the Scrivener. Carol has received an "AV® Preeminent" rating from Martindale.com and has been named a Super Lawyer (2012 - 2023) Rising Star (2011) in Northern California. Carol is a former...
Kathleen Lawler Bodmer
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Kathleen Lawler Bodmer
Los Gatos, CA Estate Planning Lawyer with 30 years of 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...
Rebekah Joy Turney
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Rebekah Joy Turney
Los Gatos, CA Estate Planning Attorney with 16 years of experience
(408) 395-6021 266 Los Gatos-Saratoga Road
Los Gatos, CA 95030
Estate Planning, Business, Construction and Landlord Tenant
Golden Gate University
We provide dedicated representation designed to produce results. Our primary focus is real estate, construction, landlord tenant and business law.
Patty Setser
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Patty Setser
Campbell, CA Estate Planning Attorney
(408) 371-6000 2542 S Bascom Ave
#210
Campbell, CA 95008
Estate Planning, Elder and Probate
University of the Pacific, McGeorge School of Law
Dixon Ray Howell
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Dixon Ray Howell
San Jose, CA Estate Planning Lawyer with 57 years of experience
(408) 979-7800 1800 Hamilton Ave, Suite 240
San Jose, CA 95125
Estate Planning, Business, Real Estate and Tax
UC Berkeley School of Law Boalt Hall
Very experienced and highly ("AV") rated business lawyer. Offer the experience of a large firm and the responsiveness of a start up.
Geoffrey Weldon Phillips
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Geoffrey Weldon Phillips
San Jose, CA Estate Planning Lawyer with 37 years of experience
(408) 362-3434 5595 Winfield Blvd Ste 204
San Jose, CA 95123
Estate Planning and Probate
Santa Clara Univ School of Law
Certified Specialist, Estate Planning, Trust & Probate Law, State Bar of California Board of Legal Specialization
Certified Public Accountant, State of California
AV Preeminent Peer Review, Martindale-Hubbell
Northern California Super Lawyer
Sharon Louise Roper
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Sharon Louise Roper
San Jose, CA Estate Planning Attorney with 41 years of experience
(408) 264-4576 2125 Canoas Garden Ave
Ste 120
San Jose, CA 95125
Estate Planning, Divorce and Family
Santa Clara University
Thai V. Nguyen
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Thai V. Nguyen
San Jose, CA Estate Planning Lawyer
(408) 430-3225 621 Tully Road
Suite 217
San Jose, CA 95111
Estate Planning, Civil Rights, Family and Personal Injury
Robert Barrie Mitchell
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Robert Barrie Mitchell
Morgan Hill, CA Estate Planning Attorney with 49 years of experience
(408) 779-7879 45 East 1st Street
Morgan Hill, CA 95037
Estate Planning, Criminal Defense, Divorce and Probate
Santa Clara Univ School of Law
Edmund  Yan
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Edmund Yan
Sunnyvale, CA Estate Planning Lawyer with 13 years of experience
(408) 412-1913 530 Lawrence Expy
#921
Sunnyvale, CA 94085
Free ConsultationEstate Planning
University of the Pacific
Free Phone Consultation: https://www.treeoflife.legal Hi, Edmund here. I help homeowners, professionals and business owners design a meaningful future for their families and leave a legacy of love. My mission is to care for parents and their children as Jesus would — to give peace and hope — one estate plan at a time. Because of my dedication to our 500+ clients, I’ve received many humbling awards, including the 10 Best Estate Planning Attorney in California and recognition as one of the top 2.5% estate planning attorneys for 7 straight years. If you want an attorney who listens and explains things clearly, then I...
Stephen Searle Rudd
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Stephen Searle Rudd
Cupertino, CA Estate Planning Attorney with 52 years of 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.
Jeffrey K Nielsen
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Jeffrey K Nielsen
San Jose, CA Estate Planning Lawyer with 12 years of 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,...
James Cai
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James Cai
San Jose, CA Estate Planning Attorney with 25 years of 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,...
Michael Edward Lonich
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Michael Edward Lonich
San Jose, CA Estate Planning Attorney with 43 years of 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...
James Edward Berge
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James Edward Berge
San Jose, CA Estate Planning Attorney with 39 years of 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
Norman John Homen
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Norman John Homen
San Jose, CA Estate Planning Attorney with 36 years of experience
(408) 628-1759 111 N Market St., Suite 398
San Jose, CA 95113
Estate Planning, Personal Injury, Social Security Disability and Workers' Comp
Western State University College of Law
I have served in the State of California since 1988, handling Social Security Disability, Workers’ Compensation Law, Criminal Law, and Personal Injury matters. At the Law Offices of Norman J. Homen, our goal is to provide injured clients with the best results in a timely and cost-effective manner. For over 30 years, our outstanding litigation team has remained dedicated to the rights and welfare of the injured and disabled throughout Southern California. The cornerstone of my success is the quality of relationships that I maintain with clients. Clients are treated with integrity and respect for their needs, goals, and objectives. We...
Kamala Maddipoti
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Kamala Maddipoti
San Jose, CA Estate Planning Lawyer with 13 years of 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. She focuses on 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 gives back to the community for the greater good. Ms. Kamala is a member of State...
Matthew G. Grech
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Matthew G. Grech
San Jose, CA Estate Planning Lawyer with 17 years of 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...
John  Nguyen
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John Nguyen
San Jose, CA Estate Planning Lawyer with 12 years of experience
(408) 800-5646 1625 The Alameda Ste 800
San Jose, CA 95126
Estate Planning, Family and Personal Injury
Lincoln University
I'm a litigator and trial lawyer with 10+ years of experience as lead trial counsel, both in jury trials and bench trials in civil litigation, personal injury, family law, and employment law. My appellate experience consists of briefing and arguing before the Appellate Division of the Santa Clara Superior Court and the Sixth District Court of Appeal. Prior to becoming an attorney, I worked full time as a Software Engineer while attending law school in the evening. During law school, I was a member of the Honorable William A. Ingram American Inn of Court, received an award for Academic Excellence in Evidence,...
Richard Wingerden
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Richard Wingerden
San Jose, CA Estate Planning Attorney with 23 years of experience
(408) 564-5870 777 N 1st
Suite 333
San Jose, CA 95112
Free ConsultationEstate Planning
Lincoln Law School of San Jose
Attorney Richard Wingerden can help you plan for your family's future so you have the assurance that their lives will be secure. He has handled numerous complex estate and probate matters, always prioritizing quality, compassion and time-efficiency. Rather than take a one-size-fits-all approach, he considers your unique situation when drafting estate planning documents. When you need the counsel of an attorney the most, you can turn to him for reliable service. Reach out to his firm to schedule your initial consultation today.
Elijah M Keyes
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Elijah M Keyes
Milpitas, CA Estate Planning Lawyer with 15 years of experience
(408) 766-7668 500 E. Calaveras Boulevard, Suite 333
Milpitas, CA 95035
Estate Planning, Elder and Probate
Golden Gate University
Elijah Keyes’ interest in estate planning and special needs began as a child where he saw the effects of long term illness in his household. He gained an appreciation of the effects of physical and mental illnesses and how they affect families and communities. Ever since becoming an attorney, Elijah has worked exclusively in the areas of estate planning, special needs, elder law, and tax.

Elijah is recognized as a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He is the Vice President and a Trustee of the Silicon Valley...
Lawrence M Kelly
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Lawrence M Kelly
Santa Clara, CA Estate Planning Lawyer with 39 years of 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.
Zakiya J. McCullough
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Zakiya J. McCullough
Santa Clara, CA Estate Planning Lawyer with 13 years of experience
(408) 850-7250 5201 Great America Pkwy
Ste 320
Santa Clara, CA 95054
Estate Planning and Elder
University of the Pacific, McGeorge School of Law
Zakiya Norton is a Founding Principal of Norton Basu LLP. Admitted to the Nevada State Bar in 2010 and the California State Bar in 2013, Ms. Norton has experience in all aspects of litigation. She currently focuses her practice in the areas of estate planning, probate, conservatorships and litigation issues.

Ms. Norton is committed to keeping her client’s interests at heart and reaching timely resolutions of difficult situations. Within the estate planning field she handles a number of complex issues ranging from preparation of wills and revocable living trusts to forming family limited partnerships and limited liability companies....
Somita Basu
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Somita Basu
Santa Clara, CA Estate Planning Attorney with 12 years of experience
(408) 850-7250 5201 Great America Pkwy #320
Santa Clara, CA 95054
Free ConsultationEstate Planning 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....
Camelia Mahmoudi
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Camelia Mahmoudi
San Jose, 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.
John David Teter
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John David Teter
San Jose, CA Estate Planning Lawyer with 43 years of 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...
Javed Inam Ellahie
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Javed Inam Ellahie
SAN JOSE, CA Estate Planning Lawyer with 50 years of experience
(408) 294-0404 12 South First Street, Suite 600
SAN JOSE, CA 95113
Estate Planning, Arbitration & Mediation and Probate
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.
Mr. Ellahie has also served as a Trustee to the Santa Clara County Bar Association and the West-Valley Mission Community College District and on the Monte Sereno City Council.

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 and other documents that provide the maximum flexibility. Mr. Ellahie can draft wills and trusts that meet the requirements of the Islamic...
Clarence Joseph Ferrari Jr
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Clarence Joseph Ferrari Jr
San Jose, CA Estate Planning Lawyer with 65 years of 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.
Pascal Anthony Anastasi
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Pascal Anthony Anastasi
Campbell, CA Estate Planning Attorney with 38 years of experience
(408) 292-2606 51 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...
Jennifer Louise Mispagel
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Jennifer Louise Mispagel
San Jose, CA Estate Planning Lawyer with 16 years of experience
(408) 286-9800 70 South First Street
San Jose, CA 95113
Estate Planning
Santa Clara University School of Law
Anthony L. Perez
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Anthony L. Perez
San Jose, CA Estate Planning Lawyer with 9 years of experience
(408) 572-5665 84 W Santa Clara St
Ste 550
San Jose, CA 95113
Estate Planning, Business, Probate and Real Estate
Temple University Beasley School of Law
Anthony’s practice focuses on trust & estates, real estate transactions, business transactions and civil and probate litigation. Anthony brings a well-balanced and multifaceted perspective to all of his work, and is an attorney with proven experience. Anthony has represented clients in all phases of civil and probate litigation, and has provided legal advice and services for trust & estates planning and business transactions. Anthony has negotiated, drafted, and reviewed a wide range of transactions, as well as prosecuted and defended civil claims of all kinds. While at Temple University Beasley School of Law, Anthony was awarded outstanding achievement in negotiations in...
Patricia Ann Boyes
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Patricia Ann Boyes
San Jose, CA Estate Planning Attorney with 18 years of experience
(408) 572-5665 84 W Santa Clara St
550
San Jose, CA 95113
Estate Planning, Personal Injury, Probate and Real Estate
Monterey COL
Patricia has pursued a legal career in order to help people who are feeling overwhelmed to reclaim their power and to assert their rights, while at the same time maintaining the highest ethical standards in and out of court. Her goal is to help people solve their legal problems as efficiently and cost effectively as possible. Although she is experienced in all phases of civil litigation, up to and including preparation for trial, she has participated in numerous successful negotiations and mediations which eliminated the necessity of lengthy and costly litigation. She believes it is always preferable to try to...
Elizabeth Boyes
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Elizabeth Boyes
San Jose, CA Estate Planning Lawyer
(408) 572-5665 84 W. Santa Clara Street
Suite 550
San Jose, CA 95113
Estate Planning, Business, Personal Injury and Real Estate
Golden Gate University School of Law
Elizabeth graduated from Golden Gate University School of Law in 2021. During law school, she was the recipient of two CALI Awards for Excellence in Legal Writing and Research and participated in the Women’s Law Association. During her 1L summer, she served as a judicial extern at the U.S Merit Systems Protection Board. Prior to law school, Elizabeth graduated from the University of California, Santa Cruz with a B.A. in Anthropology. After graduating, she worked for Boyeslegal, APC for five years as a paralegal on a variety of real estate and personal injury cases. She is proficient in case management from...
Lisa Intrieri Caputo
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Lisa Intrieri Caputo
San Jose, CA Estate Planning Lawyer with 33 years of 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.
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