James Keith Leese
Ferruzzo & Ferruzzo, LLP
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.
- 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
- California
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- 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
- -
- The Defiance Coll
- Undergraduate Degree
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- Pepperdine Univ School of Law
- Law Degree
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- Super Lawyer
- Los Angeles Magazine
- Super Lawyer
- Los Angeles Magazine
- Super Lawyer
- Los Angeles Magazine
- 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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- Estate Planning, Trust & Probate Law
- California State Bar
- Website
- Website
