Holy City Estate Planning Lawyers

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.

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...

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...

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.

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.

Eric Despotes became the newest attorney at Lonich & Patton, LLP in February 2010 and assists in all areas of the firm's practice, Family Law, Estate Planning, and Business Law Eric grew up in the Bay Area and attended college at California State University, Long Beach, earning a degree in Poltical Science with an emphasis in International Relations. He then returned to the Bay Area to attend law school. Eric graduated cum laude from Santa Clara University School of Law in 2009. He received the Witkin Award for Academic Excellence in Constitutional Law and the CALI Excellence for the Future Award...

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.

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/

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...

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...

John joined Ferrari Ottoboni Caputo & Wunderling in 1999 in the tax, trust, and estate division. He completed his law degree from Gonzaga University School of Law and earned his LL.M in Taxation from the Golden Gate University School of Law in San Francisco. He primarily handles cases in the areas of income, estate, gift taxation, wealth transfer, post-death trust administration, and probate. He is well-versed in many state and federal tax matters and implications regarding estate planning tools and business structures. John frequently presents in legal seminars regarding tax law.

Nina Decker is a licensed attorney in California. She obtained her law degree from Santa Clara University in 2012. While in law school, Nina was the Editor-in-Chief of the Santa Clara Journal of International Law, and received Witkin and CALI awards for academic achievement. She also interned for Chief Magistrate Judge Maria-Elena James of the US District Court for the Northern District of California. A native of Boise, Idaho, Nina also has a Bachelor's Degree in Sociology from Boise State University. After graduating from Santa Clara University, Nina worked as a Graduate Fellow with the Northern California Innocence Project,...

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...

If you are in need of an estate planning lawyer in San Jose, you can have confidence in the help you can secure from Attorney Timothy D. Henry. His reputation speaks for itself, and you can rest assured in the help you can procure when you come to the Law Offices of Timothy D. Henry. This law firm exists to support individuals just like you, and you can have confidence that your case can receive the care and attention it requires when you come here. Attorney Henry attended Idaho State University, where he received his Bachelor of Science degree. He...

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...

Robert Bosso has been an attorney in Santa Cruz for over 55 years, after graduating from the University of California Law School in 1964 (top 10% of his class--Law Review Note & Comment Editor) which he followed with two years in U.S. Army Intelligence Corps rising to the rank of Captain in charge of a regional field office. He has experience in trial work (although he no longer does trial work), real estate, water law, business law, and general estate planning areas. He also serves as an Arbitrator and Mediator for other attorneys cases He has served...

Roxanne is the founding attorney of Fine Point Law, Inc., a firm bet in downtown Santa Cruz. Roxanne’s background in estate planning, business law, family law, and real property law gives her clients unique access to cross-disciplinary insight. Law is divided into disciplines, but life is not. If you are married, you need your estate plan to be drafted in a way that takes community property law into consideration. If you are selling your home or your business, you need an attorney who will alert you when decisions you make affect your family agreements or your living trust. Roxanne is...

Attorney Matthew Triet Vo is a caring and confident attorney. He provides a wide range of legal services, specifically in Estate Planning, Probate and Personal Injury.

Matthew considers himself to be “the people's lawyer” and is passionate in being an advocate for his clients when defending their rights.

Matthew is currently admitted to practice law before the courts of the State of California, the Federal District Court of the Northern District of California and the Ninth Circuit Court of Appeals.

Very experienced and highly ("AV") rated business lawyer. Offer the experience of a large firm and the responsiveness of a start up.

Michael Barsi is admitted to practice in both the California and the Federal District Court's in the State of California and has practiced law for over 30 years. Mike Barsi received his Bachelor's Degree from the University of California at Berkeley with honors in December 1986 and his law degree from Santa Clara University School of Law in December 1991. Mr. Barsi practices in the areas of estate planning, Wills and Trusts as well as Probate Administration. Michael has represented clients in both California state courts and the United States Federal District Courts for over 30 years...

Mr. Repka earned a BBA in finance from Pace University in 1993, a J.D. from Rutgers School of Law-Newark in 1999 and an LLM in Taxation from New York University in 2001. Shortly after obtaining his first law degree, Mr. Repka joined a New Jersey-based law firm that specialized in Estate Planning, Real Estate and Franchise law. Through this experience, Michael learned the importance of proper tax structuring in a multitude of legal services. Consequently, Mr. Repka decided to pursue a Masters of Laws degree in Taxation. Since graduating from NYU School of Law in 2001, Mr. Repka...

Philip Crawford graduated Magna Cum Laude from Santa Clara University School of law. Philip has practiced in Santa Clara and Santa Cruz counties for the past 33 years. His practice includes Family law, Juvenile law, Education Law, and Labor law.
Philip is a former Police Officer, Police Sergeant at San Jose Police Department. He is the founding attorney and former chief counsel for the Santa Clara County Correctional Officers Union. He has served as Chief Negotiator for public employee unions in negotiations and has handled hundreds of internal affairs investigations...