Business Law in San Jose

Business Counsel Informed by Tax, Real Estate, & Estate Planning

Entity structure, contracts, taxation, commercial property, and ownership rights often converge in a single company decision. We advise San Jose businesses on these connected issues, document their agreements, and develop legal strategies grounded in their operations and goals.

Our business attorneys in San Jose draw on the firm’s business, tax, real estate, and trusts and estates capabilities. John M. Wunderling advises corporations, limited liability companies, partnerships, and privately owned or family businesses on formation, operations, taxation, and related concerns.

Discuss your company’s legal needs with our firm. Call (408) 606-2866 to speak with us about your structure, contracts, transactions, property, or ownership concerns.

Choosing a California Business Structure

Forming a business requires more than filing documents. The entity structure can affect management authority, ownership rights, tax treatment, recordkeeping, personal liability, and continuity when an owner leaves or an investor joins.

We advise businesses on matters involving:

• Entity formation: Corporations, limited liability companies, partnerships, and privately owned businesses.
• Ownership arrangements: Contributions, economic interests, voting rights, distributions, and transfer restrictions.
• Corporate governance: Management authority, approval procedures, recordkeeping, and responsibilities among owners.
• Organizational documents: Agreements addressing decision-making, ownership changes, and procedures for resolving deadlocks.
• Ongoing operations: Reviews of existing documents when a business adds owners, changes direction, or enters a significant transaction.

California recognizes several business structures, and state treatment may differ from federal tax treatment. Before recommending an approach, we consider the company’s ownership, operations, assets, and long-term objectives.

Commercial Contracts & Business Transactions

Clear agreements define each party’s obligations and establish what happens when circumstances change. Our commercial attorneys review and prepare contracts addressing payment, performance, risk allocation, termination rights, confidentiality, dispute procedures, and ownership of work product.

Daniel S. Gonzales represents commercial enterprises in business-law matters connected with commercial and residential real estate transactions. His experience includes commercial leases, purchase and sale transactions, development agreements, secured financing agreements, construction contracts, and entity structures for real estate projects.

Our transactional analysis may address:

• Contract terms and each party’s obligations.
• Entity records and authority to approve or complete a transaction.
• Commercial leases, property acquisitions, and development agreements.
• Financing documents, collateral provisions, and closing requirements.
• Ownership interests affected by a purchase, sale, or restructuring.

A lease, financing agreement, ownership record, and tax decision shouldn’t be reviewed separately when each affects the same commercial objective. We coordinate these considerations so company representatives can assess the transaction as a whole.

Business Tax Planning & Ownership Transitions

A change in business ownership can raise questions about valuation, transfer restrictions, management control, buy-sell terms, tax exposure, and continuity. For privately owned and family businesses, the transition may also affect trusts, estate plans, personal wealth, and real property.

Our multidisciplinary practice lets us evaluate business succession alongside tax law, trusts and estates, and commercial real estate. We’ve represented high-net-worth families and companies in renewable energy, biotechnology, software, social media, construction, and commercial real estate.

The appropriate approach depends on the entity, governing agreements, ownership interests, assets, and proposed transfer. Because California and federal tax rules may treat a transaction differently, we review the relevant legal and financial considerations before documents are signed or interests change hands.

Collaborative Business Counsel in San Jose Since 1992

Founded in 1992, Ferrari Ottoboni Caputo & Wunderling LLP has handled more than 1,000 cases across trusts and estates, tax law, and real estate. This experience is particularly relevant when a company’s needs extend beyond a standalone corporate document.

Businesses choose our firm for:

• Collaborative legal analysis: Our attorneys bring together insight from multiple practice areas when legal and financial concerns overlap.
• Personalized service: We take time to understand the business, its ownership, and the decision requiring counsel.
• Established professional standing: Our attorneys have earned distinctions that include recognition by California Super Lawyers®.
• Long-term perspective: We build attorney-client relationships through attentive communication and practical advice.

Discuss Your Next Business Decision With Our Team

Business owners, company representatives, partners, and families managing privately held interests can contact us about formation, operations, contracts, transactions, taxation, commercial property, or ownership matters. From our downtown San Jose office, we serve clients throughout San Jose and Santa Clara County.

Before speaking with our business lawyers, gather the entity records, governing agreements, ownership information, property or transaction documents, and relevant tax materials. These documents can focus the initial discussion on the immediate decision and any related legal concerns.

Call (408) 606-2866 to discuss your business-law matter with Ferrari Ottoboni Caputo & Wunderling LLP.