Tax, Real Estate, Corporate & Estate Planning
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DEBORAH MATHESON

Paralegal

DEBORAH MATHESONTrust & Estate

Experience

Deborah has worked as a Paralegal in the tax field in Santa Clara County since 1979.

Deborah joined the Firm’s Tax, Trust and Estate Group in 1985. She specializes in post-death trust and estates administration. She handles all aspects of trust administration including marshaling and valuation of assets, preparing estate tax returns and allocating and distributing assets. She prepares probate pleadings and court accountings. She also assists in gifting, real property transfers, Internal Revenue Service audits and funding of partnerships and limited liability companies.

Education

  • Deborah graduated from Santa Clara University with a Bachelor of Arts in Psychology.

Community and Association

Deborah is a long time member of The Paralegal Association of Santa Clara County.

Deborah was an instructor in the West Valley College Paralegal Program from 1993 through 1996, teaching Introduction to Probate.

Deborah is also a Notary Public.

Personal

Deborah lives in Saratoga, California and enjoys bicycling, yoga and jazz.

Why Ferrari Ottoboni Caputo & Wunderling LLP?

  • Experience

    Our firm has over 50 years of legal experience.

  • Excellence

    We pride ourselves on providing a breadth and depth of legal insight for high net worth individuals and closely held companies.

  • Trusted Counsel

    Clients are able to utilize our knowledge and advice across multiple disciplines.

  • Strong Reputation

    Members of our firm have been included in the list of California Super Lawyers®, a prestigious distinction given to only elite lawyers in their respective fields.

  • Responsive & Accessible

    We provide exceptional, responsive counsel that has been trusted by our clientele for decades.

  • Multi-Service Practice

    We are a multi-discipline firm that is able to serve a wide range of legal matters.