Ferruzzo & Ferruzzo, LLP

Newport Beach California 92660

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Law Firm Name
Ferruzzo & Ferruzzo, LLP
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3737 Birch Street
Newport Beach, California, 92660
United States

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About Ferruzzo & Ferruzzo, LLP

James K. Leese is a Senior Partner in the law firm of Ferruzzo & Ferruzzo, LLP. He was bornÿin Dayton, Ohio, and admitted to the California Bar in 1979.ÿHe is recognized asÿa certified specialist in estate planning, trust and probate law. He earned his bachelor's degree from The Defiance College in 1975, his Juris Doctor degree from Pepperdine University School of Law in 1978, and a master?s degree in taxation from Golden Gate University in 1992.

Mr. Leese is primarily responsible for the firm's estate planning and business succession planning departments and limits his practice to matters involving business, estate and gift tax planning, preparation of trusts and wills, and to handling probate and trust administration for individuals and owners of businesses. Mr. Leese works with both 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. He also works closely with trust officials, financial planners, insurance agents, accountants and appraisers in a team effort to design and implement plans that will best meet each client's needs and objectives.

Since 1994, Mr. Leese has taught the fundamentals of estate planningÿin the personal financial planning certificate program at the University of California atÿIrvine (UCI). He also hasÿauthored and taught anÿadvanced estate planning course and aÿlayperson course on estate planning for UCI. He has spokenÿto such professional groups as the National Business Institute, the Orange County/Long Beach Chapter of the California Society of Certified Public Accountants, the Arthritis Foundation, and the Easter Seals Society. He has contributed to the estate planning text "Estate Planning and Taxation" by John C. Bost, Kendall/Hunt Publishing Company; and is a co-author of the textbook used at UCI extension entitled "Advanced Estate Planning for Financial Professionals." His chapter entitled "Best Estate Plans Take Family Dynamics into Consideration" appeared in Best Practices for Structuring Trusts and Estates, 2015 Edition, 2015 Thompson Rueters / Aspatore.

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