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About

James K. Leese is a partner at Ferruzzo & Ferruzzo, LLP, focusing on property and enterprise succession planning. Learn more approximately his exercise and personal involvement in autism fundraising.

James Keith Leese is a quite reputable lawyer primarily based in Newport Beach, California. As a partner at Ferruzzo & Ferruzzo, LLP, he specializes in estate and enterprise succession planning. With a specialization in transactions regarding enterprise, estate, and present tax making plans, as well as the education of trusts and wills, Mr. Leese is dedicated to supporting people and business owners secure their financial futures.

One of Mr. Leese's key strengths is his ability to work collaboratively with quite a number professionals, including accept as true with officers, economic planners, coverage dealers, accountants, and appraisers. By leveraging a crew technique, he's able to design and enforce comprehensive plans that align with his customers' specific desires and goals. Whether operating with high net well worth clients on sophisticated property making plans strategies or supporting clients with non-tax associated making plans goals, Mr. Leese is dedicated to handing over customized answers.

Outside of his prison practice, James Keith Leese is a devoted family guy. He is living in Tustin Ranch, California, together with his wife, Jennifer, and their kids, Angela, Lauren, Alyssa, Ryder, and Dylan. Notably, Mr. Leese's youngest son, Dylan, has autism, inspiring him to grow to be actively concerned in fundraising efforts to help research for a therapy. Additionally, he's obsessed on special wishes accept as true with making plans, advocating for individuals with disabilities and their families.

Legal Issues

Estate Planning

Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills

Tax Law

Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning

Certificates

Estate Planning, Trust & Probate Law
California State Bar

Languages

Accepted Jurisdictions

Experience

• Instructor, Estate Planning, PFP Certificate Program
  UCI / Extention
  1994
• Partner, Practice Group Leader
  Ferruzzo & Ferruzzo, LLP
  1987
• General Practice, business, real estate and litigation
  Lawyer
  1979

Education

Associations

Costs

Location