Founder of WealthPLAN, a law practice dedicated to family wealth preseveration and... more
Founder of WealthPLAN, a law practice dedicated to family wealth preseveration and integrated wealth planning. Certified legal specialist by the State Bar of California in both taxation law and probate, estate planning and trust law. Professor of law (wills and trusts) at Lincoln Univeristy School of Law and named Professor of the Year for the 2004-2005 Academnic Year. Frequent lecturer for v... view profile
Lisa Caputo joined the Ferrari Ottoboni Caputo & Wundering in 1994 and became a... more
Lisa Caputo joined the Ferrari Ottoboni Caputo & Wundering in 1994 and became a partner in 1999. She received her B.S.C. and J.D. degrees from Santa Clara University and served as an Associate Editor for the Santa Clara University Law Review. She received her Master of Laws in Taxation (LL.M.) from Golden Gate University in 1993. Lisa specializes in wealth transfer planning, family busines... view profile
Tax attorneys understand the interplay of different tax laws and regulations, and in planning strategies to minimize people's tax liabilities. Many tax laws are written by lawyers for lawyers, and as such are very difficult to understand. There are also many different types of taxes and tax laws–for example, income taxes, corporate and business taxes, death taxes, property taxes, estate and gift taxes, sales taxes, and international taxes. Sometimes taxes are based on an inflated or incorrect value the government has placed on an entity or activity. Tax attorneys will help you challenge the value or the tax itself, and help you reduce your taxes through careful planning.