Lisa Intrieri Caputo

Lisa Intrieri Caputo

  • Estate Planning, Tax Law, Business Law
  • California
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Biography

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.

Education
Santa Clara University
B.S.
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Santa Clara University
J.D. | Law
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Professional Associations
California State Bar  # 162017
Member
- Current
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Jurisdictions Admitted to Practice
California
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Practice Areas
Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Tax Law
Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Business Law
Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
Languages
  • English: Spoken, Written
Websites & Blogs
Website
Ferrari Ottoboni Caputo & Wunderling LLP
Contact & Map
Ferrari Ottoboni Caputo & Wunderling LLP
333 W. Santa Clara Street
Suite 700
San Jose, CA 95113
Telephone: (408) 280-0535
Fax: (408) 280-0151