About
JAMES K. LEESE is a companion in the law workplace of Ferruzzo & Ferruzzo, LLP. Mr. Leese is ordinarily chargeable for the firmâs estate and enterprise succession planning departments. He limits his exercise to transactions regarding enterprise, estate and present tax planning, guidance of trusts and wills, probate and consider management for people and proprietors of groups. He works in a team technique with trust officers, economic planners, coverage agents, accountants, and appraisers to layout and put in force plans on the way to excellent meet the clientâs needs and targets. Mr. Leese works with the excessive net really worth patron, the usage of sophisticated estate making plans strategies and tools, in addition to with the customer who has non-tax associated making plans goals in mind.
Mr. Leese resides in Tustin Ranch, California, together 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 discover a remedy, and energetic with unique needs consider making plans.
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Location
Legal Issues
- Estate Planning
- Guardianship & Conservatorship, 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
Costs
Certificates
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
Educations
Graduation year:
Graduation year:
