James Keith Leese

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.

The Defiance Coll

Undergraduate Degree

Pepperdine Univ School of Law

Law Degree

Instructor, Estate Planning, PFP Certificate Program

UCI / Extention

1994 - Current

Partner, Practice Group Leader

Ferruzzo & Ferruzzo, LLP

1987 - Current

General Practice, business, real estate and litigation

Attorney

1979 - 1987

Estate Planning, Trust & Probate Law

California State Bar

Super Lawyer

Los Angeles Magazine

2009

Super Lawyer

Los Angeles Magazine

2008

Super Lawyer

Los Angeles Magazine

2007

California State Bar

Certified Specialist, Estate Planning, Trust & Probate Law

2001 - Current

California State Bar  # 87408

Member

1979 - Current

California

Since 1979