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Lisa Intrieri Caputo

Tax Attorney at San Jose, CA

Not yet reviewed
  • Licensed for 31 years
    State CA
    Acquired 1992
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Lisa

Learn Lisa’s areas of practice.

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 business succession planning, closely held business planning, tax planning, tax litigation, charitable planning, estate and gift tax controversies, trust administration and probate. She has extensive experience in structuring wills, revocable living trusts, life insurance trusts, children’s and grandchildren’s trusts, defective grantor trusts, generation-skipping trusts, grantor retained annuity trusts, charitable trusts, private foundations, qualified personal residence trusts, and family limited partnerships.

Lisa has represented several taxpayers with respect to income, estate and gift tax audits as well as controversies before the U.S. Tax Court in both federal and State tax matters.

 

Lisa has published various legal treatises and has presented one of her papers before the United States Senate Finance Committee and Treasury Department in Washington D.C. regarding the proposed Generation-Skipping Transfer Tax Regulations.

 

Lisa is a frequent speaker in her community as well as the legal community on various estate and tax planning matters.

 

Lisa is a member of the California State Bar Association, Santa Clara County Bar Association, American Bar Association and the Santa Clara Estate Planning Council. She has served on the Santa Clara County Bar Association’s Section on Taxation, Estate Planning and Young Tax Lawyers. She is a life member of the Kingston’s National Registry of Who’s Who published in the 2002 Edition. She consistantly ranks as a Northern California’s Super Lawyer in her field.

 

Lisa lives in Almaden with her husband, Paul, son Joey, and daughter Nicole.

Location

Ferrari Ottoboni Caputo & Wunderling LLP
333 W. Santa Clara Street
Suite 700
San Jose, CA, 95113

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AVVO RATING 7.3 (Very Good)

Work Experience

  • Partner
  • Ferrari Ottoboni Caputo & Wunderling LLP
  • 1994 - Present
  • Partner
  • Lisa Intrieri Caputo
  • 1994 - Present

Education

  • Golden Gate University
  • LL.M in Taxation
  • 1993
  • Santa Clara University School of Law
  • JD - Juris Doctor
  • 1992
  • Santa Clara University
  • Bachelor of Science in Commerce
  • 1989

Associations

  • Kingston’s National Registry of Who’s Who
  • Lifetime Member
  • 2002 - Present
  • California State Bar Association
  • Member
  • N/A
  • Santa Clara County Bar Association
  • Member
  • N/A
  • American Bar Association
  • Member
  • N/A
  • Santa Clara Estate Planning Council
  • Member
  • N/A
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Languages Spoken

  • English

Honors and Awards

  • Super Lawyer
  • Northern California Super Lawyers
  • 2014
  • Professional of the Year in the Legal Services Industry
  • World Wide Who's Who
  • 2013

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San Jose Tax Lawyer Lisa Intrieri Caputo
Lisa Intrieri Caputo
Tax Attorney
San Jose, CA
Licensed for 31 years