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.