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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John Matthew Wunderling

San Jose, CA Tax Law Lawyer with 19 years experience

(408) 280-0535 333 W Santa Clara Street
Suite 700
San Jose, CA 95113

Tax, Business and Estate Planning
Gonzaga University School of Law and Golden Gate University School of Law

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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.

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David Charles Burgess

San Jose, CA Tax Law Lawyer with 37 years experience

(408) 979-7800 1800 Hamilton Ave, Suite 240
San Jose, CA 95125

Tax, Business and Real Estate
Stanford Law School

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Mr. Burgess is a partner of the Business Law Group. His practice focuses on the needs of small and medium sized businesses. His goal is to listen carefully to his clients, recognizing that each person and business is different. He then seeks to fashion practical, creative, and cost effective solutions to best fit each client's particular circumstances. He is able to offer the personal attention, customized service, and efficiency that often are lacking from the mega law firms. Mr. Burgess seeks to build long-term relationships with clients, becoming a key member of their business teams. To that end, he...

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John Erik Fraker

Saratoga, CA Tax Law Attorney with 19 years experience

(800) 775-7612 14500 Big Basin Way
Suite K
Saratoga, CA 95070

Free ConsultationTax, Business, Estate Planning and Real Estate
Golden Gate University School of Law and University of Southern California Gould School of Law

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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...

(800) 775-7612 70 Washington Street
Suite 303
Oakland, CA 94607

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Clarence Joseph Ferrari Jr

San Jose, CA Tax Law Lawyer with 58 years experience

(408) 280-0535 333 W. Santa Clara Street
Suite 700
San Jose, CA 95113

Tax, Business and Estate Planning
Stanford University

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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.

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Camelia Mahmoudi

San Jose, CA Tax Law Lawyer

(408) 658-8580 2021 The Alameda, Suite 200
San Jose, CA 95126

Tax, Elder, Estate Planning and Family
Santa Clara University School of Law and Golden Gate University School of Law

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Bernard Vogel III

San Jose, CA Tax Law Attorney with 35 years experience

(408) 573-5700 One North Market St.
Suite 200
San Jose, CA 95113

Tax, Business and Securities
Santa Clara University School of Law and University of California - Los Angeles

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Heinz Binder

Santa Clara, CA Tax Law Attorney with 39 years experience

(408) 295-1700 2775 Park Ave
Santa Clara, CA 95050

Tax, Bankruptcy, Business and Landlord Tenant
Santa Clara University School of Law

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Dixon Ray Howell

San Jose, CA Tax Law Lawyer with 50 years experience

(408) 979-7800 1800 Hamilton Ave, Suite 240
San Jose, CA 95125

Tax, Business, Estate Planning and Real Estate
UC Berkeley School of Law Boalt Hall

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

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Aaron Flinn

(408) 286-9800 70 South First Street
San Jose, CA 95125

Tax

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Andrew J. Kim

Mountain View, CA Tax Law Lawyer

(650) 335-7146 801 California St.
Mountain View, CA 94041

Tax and Business
Harvard Law School

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Jennifer L. Fuller

Mountain View, CA Tax Law Attorney

(650) 335-7284 801 California St.
Mountain View, CA 94041

Tax
Loyola Law School, Los Angeles and Georgetown University Law Center

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Julia Ushakova-Stein

Mountain View, CA Tax Law Attorney

(650) 335-7848 801 California St.
Mountain View, CA 94041

Tax
University of California, Berkeley School of Law

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Kenneth B. Clark

Mountain View, CA Tax Law Attorney

(650) 335-7215 801 California St.
Mountain View, CA 94041

Tax
New York University School of Law

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Ora Grinberg

Mountain View, CA Tax Law Lawyer

(650) 335-7845 801 California St.
Mountain View, CA 94041

Tax
University of California, Berkeley School of Law

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Ronald Schrotenboer

Mountain View, CA Tax Law Attorney with 38 years experience

(650) 335-7207 801 California St.
Mountain View, CA 94041

Tax and International
University of Michigan Law School

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James P. Fuller

Mountain View, CA Tax Law Lawyer

(650) 335-7205 801 California St.
Mountain View, CA 94041

Tax, Antitrust, Arbitration & Mediation and Business
Fordham University School of Law

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Adam S. Halpern

Mountain View, CA Tax Law Lawyer

(650) 335-7111 801 California St.
Mountain View, CA 94041

Tax
University of California - Hastings College of the Law

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Ariel Love

Mountain View, CA Tax Law Attorney

(650) 335-7922 801 California St.
Mountain View, CA 94041

Tax
New York University School of Law

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James Julio Rodriguez

Cupertino, CA Tax Law Lawyer with 40 years experience

(408) 252-5211 10455 Torre Ave
Cupertino, CA 95014

Tax, Elder, Estate Planning and Real Estate
Golden Gate University

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David N. de Ruig

Mountain View, CA Tax Law Lawyer

(650) 335-7801 801 California St.
Mountain View, CA 94041

Tax
New York University School of Law and University of Minnesota Law School

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James Preston Fuller

Mountain View, CA Tax Law Lawyer with 41 years experience

(650) 988-8500 801 California St
Mountain View, CA 94041

Tax
Fordham Univ School of Law

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Ronald Gene Coleman

San Jose, CA Tax Law Lawyer with 40 years experience

(408) 297-0700 99 Almaden Blvd
San Jose, CA 95113

Tax and Estate Planning
Santa Clara Univ School of Law

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Kent Emery Olsen

San Jose, CA Tax Law Attorney with 49 years experience

(408) 287-9501 60 S Market St
San Jose, CA 95113

Tax and Business
UC Hastings COL

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Adam Stuart Halpern

Mountain View, CA Tax Law Attorney with 17 years experience

(650) 988-8500 801 California St
Mountain View, CA 94041

Tax
UC Hastings COL

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Ward Stanton Connolly

Mountain View, CA Tax Law Attorney with 21 years experience

(650) 988-8500 801 California St
Mountain View, CA 94041

Tax
Duke Univ School of Law

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Zachery A. Jones

Mountain View, CA Tax Law Attorney

(650) 335-7643 801 California St.
Mountain View, CA 94041

Tax
UCLA School of Law, University of Washington School of Law and University of Washington School of Law

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David Kasson Pansius

San Jose, CA Tax Law Lawyer with 38 years experience

(408) 971-3293 1598 Hanchett Ave
San Jose, CA 95126

Tax and Business
Univ of Denver COL

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Leon Ken Ainer

Saratoga, CA Tax Law Attorney with 20 years experience

(408) 777-0776 12333 Saratoga Sunnyvale Rd
Saratoga, CA 95070

Tax, Business and Estate Planning
Golden Gate Univ School of Law

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Charles Harvey Packer

San Jose, CA Tax Law Attorney with 37 years experience

(408) 286-9800 70 S 1st St
San Jose, CA 95113

Tax and Estate Planning
Santa Clara Univ School of Law

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Larissa B. Neumann

Mountain View, CA Tax Law Lawyer

(650) 335-7253 801 California St
Mountain View, CA 94041

Tax
University of California, Berkeley School of Law

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Donald Gerald Dougherty

San Jose, CA Tax Law Attorney with 37 years experience

(408) 241-2121 2397 Forest Ave
San Jose, CA 95128

Tax, Business and Estate Planning
Santa Clara Univ School of Law

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Steven John Roth

San Jose, CA Tax Law Lawyer with 41 years experience

(408) 993-9911 333 W San Carlos St
San Jose, CA 95110

Tax and Real Estate
Santa Clara Univ School of Law

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Deok Jae Kim

San Jose, CA Tax Law Attorney with 19 years experience

(408) 298-6812 1 N 1st St
San Jose, CA 95113

Tax, Business, Criminal and DUI
UC Hastings COL

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Deborah G. Kramer Radin

Campbell, CA Tax Law Lawyer with 23 years experience

1475 S. Bascom Avenue
Campbell, CA 95008

Tax and Estate Planning
Golden Gate University School of Law

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Jay P. Cosel

Mountain View, CA Tax Law Attorney

(650) 335-7232 801 California St.
Mountain View, CA 94041

Tax
New York University School of Law and New York University School of Law

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