Business Details
Your Trusted Legal Partner in San Jose
For over five decades, Ferrari Ottoboni Caputo & Wunderling has provided comprehensive legal counsel to high-net-worth individuals and growing businesses. Our firm specializes in trust and estate law, tax law, and real estate transactions, offering tailored strategies to protect and enhance client assets. With a legacy of excellence, we have cultivated long-term relationships by delivering reliable, strategic representation that evolves with our clients' needs.Our attorneys are recognized leaders in their fields, consistently demonstrating expertise through prestigious accolades and a commitment to client success. We pride ourselves on maintaining the highest standards of professionalism while fostering trust through transparent communication and personalized service.
Services
Estate Planning
Tax Law
Real Estate
Highlights and features
- We offer over 50 years of legal excellence in estate and tax law
- Our attorneys are recognized leaders in trust and estate planning
- We provide tailored strategies for high-net-worth individuals and businesses
- We maintain long-term client relationships through personalized service
- Our team has proven success in guiding companies through complex legal landscapes
Services
Estate Planning
Our estate planning practice creates comprehensive strategies to protect client assets and ensure legacy preservation. We develop customized wills, trusts, and advanced directives tailored to individual family dynamics and financial situations. Our attorneys guide clients through complex estate administration while minimizing tax liabilities and legal challenges.
Tax Law
We provide strategic tax planning solutions for individuals and businesses to optimize financial outcomes while maintaining compliance. Our services include income tax representation, estate tax planning, and business entity structuring. We help clients navigate complex tax regulations and resolve disputes with tax authorities through negotiation and litigation.
Real Estate
Our real estate practice handles commercial and residential transactions, development projects, and property disputes. We assist with purchase agreements, title issues, zoning regulations, and lease negotiations. Our attorneys represent clients in real estate litigation and provide counsel on property investment strategies and land use matters.
People
Lisa Intrieri Caputo
Partner
Lisa Intrieri Caputo focuses on estate planning and trust administration, bringing over 25 years of experience in creating customized wealth preservation strategies for high-net-worth clients.
John M. Wunderling
Partner
John M. Wunderling specializes in real estate law with extensive experience in commercial transactions and development projects, having represented major Silicon Valley companies in property acquisitions.
Daniel S. Gonzales
Partner
Daniel S. Gonzales provides strategic counsel on business succession planning and corporate governance, helping entrepreneurs structure their enterprises for long-term growth and tax efficiency.
Christina M. Bedolla
Partner
Christina M. Bedolla focuses on probate litigation and trust administration, resolving complex estate disputes while maintaining client confidentiality throughout the legal process.
Stephen W. Bucher
Of Counsel
Stephen W. Bucher offers specialized expertise in tax law, representing clients before the IRS and California Franchise Tax Board in audit and collection matters.
Questions
What practice areas does Ferrari Ottoboni Caputo & Wunderling specialize in?
We specialize in estate planning, tax law, and real estate transactions for individuals and businesses.
How long has the firm been in operation?
Our attorneys have served clients for over 50 years with continuous legal excellence.
What distinguishes your estate planning services?
We create customized wealth preservation strategies tailored to high-net-worth individuals' unique family and financial situations.
Do you represent both individuals and businesses?
Yes, we provide legal counsel to high-net-worth individuals and growing companies across multiple industries.
How can I schedule a consultation?
Contact our San Jose office through our website or phone to arrange an initial consultation with our attorneys.
Are your attorneys recognized in the legal field?
Our partners have received prestigious legal awards for their expertise in estate, tax, and real estate law.
