FERRARI OTTOBONI CAPUTO & WUNDERLING - Key Persons

Job Titles:

• Attorney

Christina joined Ferrari Ottoboni Caputo & Wunderling LLP in 2016. Christina specializes in income, estate, and gift taxation, with particular emphasis on estate planning, post-death trust administration, and probate. Christina drafts customized estate planning documents for her clients, including Revocable and Irrevocable Trusts, Grantor Trusts, Dynasty Trusts, Life Insurance Trusts, and Charitable Remainder Trusts. She advises Trustees and Beneficiaries in the post-death trust administration process. Christina also represents clients in tax controversies and audits before the Internal Revenue Service and the Franchise Tax Board.

Job Titles:

• Partner
• Partner / Tax, Trust & Estate

Experience Dan Berris joined the Firm's Tax, Trust, and Estate Group in 2012 and became a partner in 2019. Dan's practice focuses on estate planning, wealth transfer planning, income, business and property tax matters, and post-death trust and probate administration. He is also experienced in the formation, operation, and transfer of interests in closely held corporations, partnerships and limited liability companies. Education Master of Laws (LL.M.) in Taxation, Golden Gate University School of Law

Job Titles:

• Partner
• Member of the Santa Clara County Bar Association
• Partner / Real Estate

Experience Daniel S. Gonzales is a partner with Ferrari Ottoboni Caputo & Wunderling LLP. With over thirty years in private practice, Mr. Gonzales is a skilled and effective counselor and advocate. For over twenty years, Mr. Gonzales's focus has been on California real estate law and associated business law matters, representing a wide variety of parties, including public agencies, private institutions, commercial enterprises, and individuals, in an extensive range of commercial and residential real estate transactions. Mr. Gonzales represents developers, landowners and investors in the disposition, development and commercial use of California real property. He has extensive experience in creating and negotiating long-term ground leases, commercial, retail, industrial, office, and shopping center leases, and secured financing agreements for commercial, industrial, and multi-family residential real estate, shopping centers and office buildings, as well as representing both buyers and sellers in the negotiation, documentation, due diligence and closing of their purchase, sale and exchange transactions. His expertise includes planning and structuring corporations, general and limited partnerships and limited liability companies for real estate projects, disposition and development agreements, landlord/tenant issues, cotenancy arrangements, mechanic's liens, escrow and title matters, boundary disputes, financing workouts, brokerage issues, construction and architectural contracts, water law, zoning, entitlement and subdivision matters, land use and environmental issues (including, inter alia, CEQA and CERCLA), easements and real property tax assessment appeals. Mr. Gonzales has also represented several California community college districts in the commercial development of their surplus lands, including analysis of the financial and legal implications of such projects, together with advice and counsel on related public agency law matters (including Brown Act issues, conflict of interest issues, Civic Center Act issues, Public Records Act issues, public financing issues, and public contracting issues). See how clients have responded to their experience with Mr. Gonzales. Education Mr. Gonzales is a longtime member of the Santa Clara County Bar Association and was recently named the recipient of its 2018 Professional Lawyer of the Year Award. He has held a number of leadership roles in that organization, including chair of the Minority Access (now Diversity) and Judiciary Committees, as well as serving on the Fair Election Practices Commission. He currently co-chairs the Real Property Section Executive Committee. Mr. Gonzales also sits on the Santa Clara County La Raza Lawyers Association and Santa Clara County La Raza Lawyers Charitable Foundation boards. Born in San Antonio, Texas, Mr. Gonzales is a graduate of the University of Notre Dame and Stanford Law School, where he was a Notre Dame Scholar, a National Merit Scholar, a National Hispanic Scholar, and Managing Editor of the Stanford Journal of International Law. In addition to being a member of the State Bar of California, Mr. Gonzales is admitted to practice before the U.S. District Courts for the Northern and Eastern Districts of California, the U.S. Court of Appeals for the Ninth Circuit, and the U.S. Tax Court. He holds the highest Martindale-Hubbell AV rating, and has been included in Who's Who in American Law. For relaxation, Mr. Gonzales is an avid amateur musician, playing rock, blues and jazz guitar and keyboards; at the 35 th Anniversary of the Summer of Love concert held at Civic Center Plaza in San Francisco, he performed onstage with the 1960s hit musical group the Beau Brummels.

Job Titles:

• Member of the Paralegal Association of Santa Clara County
• Paralegal / Trust & 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. 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.

Job Titles:

• Paralegal / Tax, Trust & Estate

Jennifer Butler joined the Firm's Tax, Trust and Estate Group in 2012. As a Paralegal of the firm, Jennifer assists with drafting estate planning and trust funding documents, preparing probate pleadings, real property transfers, gifting, trust administration and the establishment and funding of partnerships and limited liability companies. Jennifer is also a California Notary Public and a licensed life and health insurance agent in the State of California. Education A.S., Paralegal Studies, West Valley College Paralegal Certificate, West Valley College B.S., Business Administration, California Polytechnic State University, San Luis Obispo Personal Jennifer lives in San Jose with her husband, two kids, and two dogs. She enjoys hiking, traveling, attending professional sporting events and playing softball in her free time.

Job Titles:

• Certified Paralegal
• Paralegal / Tax, Trust & Estate

Jennifer Freitas is a certified paralegal and notary public that has been with the firm since 2017. She has previously worked at the Law Office of Bettie Baker Marshall specializing in probate, trusts, estate planning, elder law, and conservatorships. She worked at DPA Law Group, a firm specializing in the formation of corporations and corporate litigation. For over 8 years, Jennifer was an Executive Assistant for a mechanical engineer who worked with litigation attorneys as an expert witness. She participated in an extended internship at the Santa Clara County District Attorney's Office working on a special project identifying crime victims and restitution. Education Bachelor of Arts, Lock Haven University Paralegal Studies Associates Degree, DeAnza College Paralegal Certification, National Association of Legal Assistants (NALA)

Job Titles:

• Partner

John M. Wunderling joined the Firm's Tax, Trust and Estate group in 1999. John's practice focuses on income, estate and gift taxation with an emphasis on wealth transfer and estate planning, post-death trust administration and probate. His practice includes structuring and implementing Revocable and Irrevocable Trusts, sophisticated tax strategies such as Defective Grantor Trusts, Family Limited Partnerships, Life Insurance Trusts, Grantor Retained Annuity Trusts and Children/Grandchildren Trusts. He is also well versed in charitable planning strategies including Charitable Lead and Remainder Trusts, as well as organizing and advising Private Charitable Foundations and other Charitable Organizations. John's practice also includes business formation, operation, tax and business advice for corporations, limited liability companies, partnerships and other privately owned or family businesses. He also represents taxpayers in federal and state tax disputes.

Job Titles:

• Certified Public Accountant
• Partner

Karl-Heinz Lachnit is a partner with Ferrari Ottoboni Caputo & Wunderling LLP. His practice focuses on a full range of corporate and securities matters for technology and emerging growth companies, angel funds, as well as other industries, including consumer products and services. Karl-Heinz handles angel and venture financing, securities law compliance, mergers and acquisitions, corporate governance and general business counseling. He also represents clients in raising capital and structuring complex transactions as well as advising management groups, board of directors and investors in developing and executing their business strategies. Over the course of his career, Karl-Heinz has worked on over 150 private and public offerings of equity, debt and convertible securities, and mergers and acquisitions transactions. These transactions include initial seed financing, venture financing, private equity financings and recapitalizations ranging from the high six figures to more than $500 million. In addition to practicing law, Karl-Heinz is a Certified Public Accountant (inactive), with work experience in both Big 6 CPA and regional accounting firms. He has served as President of the California Society of Certified Public Accountants, Silicon Valley Chapter. Prior to joining Ferrari Ottoboni Caputo & Wunderling LLP, Karl-Heinz was a partner with Landrum LLP, Of Counsel at Silicon Valley Law Group, and an associate at Brobeck, Phleger & Harrison LLP.

Job Titles:

• Partner
• Member of the California State Bar Association
• Partner / Tax, Trust & Estate

Lisa is a member of the California State Bar Association, Santa Clara County Bar Association, and American Bar Association. 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 and consistently ranks as a Northern California's Super Lawyer in her field. While in law school Lisa also served as an Associate Editor for the Santa Clara University Law Review.

Job Titles:

• Attorney

Pam Louie joined the Firm's Tax, Trust, and Estate group in 2020. Pam represents and counsels clients in all aspects of estate planning, estate and gift tax planning, entity formation, trust administration, and probate. She enjoys crafting highly individualized and comprehensive plans to address the diverse needs of her clients. Prior to joining the firm, Pam practiced at several Bay Area boutique estate planning firms. She began her legal career as a litigator and is pleased to incorporate her experience in representing beneficiaries and fiduciaries in disputes involving will and trust contests, fiduciary duty, financial elder abuse, construction of testamentary instruments, and heirship disputes into her practice. Education LL.M., with Honors, in Estate Planning, Trust, and Probate Law, Golden Gate University School of Law J.D., Cum Laude, University of San Francisco School of Law B.S., Legal Studies with a minor in Rhetoric, University of California at Berkeley

Job Titles:

• Attorney

Stephen W. Bucher joined the Firm's Tax, Trust, and Estate group in 2022. Steve's practice focuses on estate planning, including revocable and irrevocable trusts, wealth transfer planning, property tax matters, and post-death trust and probate administration, including post-death property transfers and dealing with beneficiaries. Prior to joining the Ferrari Ottoboni team, Steve operated a successful solo law practice focusing on estate and trust matters for over 16 years. Prior to that, Steve was a senior associate litigation attorney at the Palo Alto, California headquarters of Wilson Sonsini Goodrich & Rosati where he handled business and corporate litigation disputes and shareholder disputes, primarily representing company officers and directors. Steve began his legal career in the Financial Fraud Unit of the Oregon Department of Justice assisting in the prosecution of consumer fraud, antitrust, and government contract cases. In 1994-95, Mr. Bucher was a Foreign Lecturer at the Law Faculty of the University of West Bohemia in the Czech Republic. By invitation, Steve occasionally speaks on estate planning topics to large and small groups, including corporate human resource events. He also has been a guest speaker on local radio programming. Steve is a licensed attorney in California and New York. He is a member of the Santa Clara County Estate Planning Council, and the Trusts and Estates sections of the State Bar of California and Santa Clara County Bar Association. Education J.D., Willamette University College of Law; Editor-in-Chief, Willamette University Journal of International Law and Dispute Resolution B.A., with honors, Santa Clara University Bellarmine College Preparatory