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James Keith Leese

Ferruzzo & Ferruzzo, LLP
  • Estate Planning, Tax Law
  • California
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Summary

JAMES K. LEESE is a partner in the law firm of Ferruzzo & Ferruzzo, LLP. Mr. Leese is primarily responsible for the firmâs estate and business succession planning departments. He limits his practice to transactions involving business, estate and gift tax planning, preparation of trusts and wills, probate and trust administration for individuals and owners of businesses. He works in a team approach with trust officials, financial planners, insurance agents, accountants, and appraisers to design and implement plans that will best meet the clientâs needs and objectives. Mr. Leese works with the high net worth client, using sophisticated estate planning strategies and tools, as well as with the client who has non-tax related planning goals in mind.

Mr. Leese resides in Tustin Ranch, California, with his wife, Jennifer, and their children, Angela, Lauren, Alyssa, Ryder and Dylan. His youngest son, Dylan, has autism, and Mr. Leese is actively involved in fundraising to find a cure, and active with special needs trust planning.

Practice Areas
  • Estate Planning
  • Tax Law
Jurisdictions Admitted to Practice
California
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Professional Experience
Instructor, Estate Planning, PFP Certificate Program
UCI / Extention
- Current
Partner, Practice Group Leader
Ferruzzo & Ferruzzo, LLP
- Current
General Practice, business, real estate and litigation
Attorney
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Education
The Defiance Coll
Undergraduate Degree
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Pepperdine Univ School of Law
Law Degree
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Awards
Super Lawyer
Los Angeles Magazine
Super Lawyer
Los Angeles Magazine
Super Lawyer
Los Angeles Magazine
Professional Associations
California State Bar
Certified Specialist, Estate Planning, Trust & Probate Law
- Current
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California State Bar # 87408
Member
- Current
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Certifications
Estate Planning, Trust & Probate Law
California State Bar
Websites & Blogs
Website
Website
Contact & Map
Ferruzzo & Ferruzzo, LLP
3737 Birch St
Newport Beach, CA 92660
USA
Telephone: (949) 608-6900 Ext. 25
Telephone: (949) 608-6900 Ext. 25
Fax: (949) 608-6994