Lisa Intrieri Caputo

Tax, Trust & Estate, Business

Lisa joined the Firm 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 consistently ranks as a Northern California’s Super Lawyer in her field.

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