About

James K. Leese is a partner at Ferruzzo & Ferruzzo, LLP, specializing in estate and business succession planning. Learn more about his practice and personal involvement in autism fundraising.

James Keith Leese is a highly respected lawyer based in Newport Beach, California. As a partner at Ferruzzo & Ferruzzo, LLP, he focuses on estate and business succession planning. With a specialization in transactions involving business, estate, and gift tax planning, as well as the preparation of trusts and wills, Mr. Leese is dedicated to helping individuals and business owners secure their financial futures.

One of Mr. Leese's key strengths is his ability to work collaboratively with a range of professionals, including trust officials, financial planners, insurance agents, accountants, and appraisers. By leveraging a team approach, he is able to design and implement comprehensive plans that align with his clients' unique needs and objectives. Whether working with high net worth clients on sophisticated estate planning strategies or assisting clients with non-tax related planning goals, Mr. Leese is committed to delivering personalized solutions.

Outside of his legal practice, James Keith Leese is a devoted family man. He resides in Tustin Ranch, California, with his wife, Jennifer, and their children, Angela, Lauren, Alyssa, Ryder, and Dylan. Notably, Mr. Leese's youngest son, Dylan, has autism, inspiring him to become actively involved in fundraising efforts to support research for a cure. Additionally, he is passionate about special needs trust planning, 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