James K. Leese
Top rated Estate Planning & Probate attorney in Newport Beach, California
Practice Areas:
Estate Planning & Probate,
Trusts
Education Qualification:
Pepperdine University School of Law
Practice Areas:
Estate planning & probate,
Trusts
3737 Birch Street Suite 400Newport Beach, California, 92660
First Admitted: 1979, California
Professional Webpage: http://www.ferruzzo.com/
Bar/Professional Activity:
- Past President, Irvine Senior Foundation, 1996 - 1999
- Board Member, UC Irvine's Paul Merage School of Business
- California, 1979
- Member, State Bar of California, Sections on Estate Planning, Trust & Probate, 1979- Present
- President, Irvine Swim League, 1999 - 2001
Special Licenses/Certifications:
- Certified Specialist in Estate Planning, Trust and Probate Law, The State Bar of California
Honors/Awards:
- Over 20 years AV Preeminent Rated Attorney (Martindale-Hubbell® Peer Review Rating)
- Listed by Orange Coast Magazine, as a 2010, 2011, 2012, 2013 and 2014 Five Star Wealth Manager, Estate Planning (Represents 3 percent of Wealth Managers in Orange County)
Educational Background:
- Golden Gate University, San Francisco, California, M.S. in Taxation, 1992
- The Defiance College, Defiance, Ohio, B.S. in Political Science, Honors: Cum Laude, 1975
Scholarly Lectures/Writings:
- UCI-Extension, PFP Certificate Program, Estate Planning and Advanced Estate Planning, Instructor, 1994
- Advanced Estate Planning for Financial Professionals, (Co-Author)
- Estate Planning & Taxation, (Contributor), Kendal-Hunt, 1996
- Teacher, Fundamentals of Estate Planning, PFP Certificate Program at UCI-Extension/Continuing Education, 1994 - Present
- Business Succession Planning, a Critical Element for Family-Owned Businesses, Uncertainty About Fate of Estate Tax Increase, Urgency for Effective Planning, Orange County Business Journal, Vol. 25, No. 42, 2002
- Teacher, Estate Planning for the Layperson, UCI-Extension/Continuing Education, 1995 - Present
- Speaker, National Business Institute
- Speaker, Orange County/Long Beach Chapter of the CA Society of CPAs
- Speaker, Easter Seals Society
- Teacher, Advanced Estate Planning, PFP Certificate Program at UCI-Extension, 1996 - 2009
- Speaker, Arthritis Foundation
- Estate planning should include the consideration of Family Dynamics and Family Values and those planners who take time out to discuss with their clients the factors described in this Chapter, we provide a service outside the box, by helping families get the opportunity to produce lasting legacies for generations., Author, Best Estate Plans Take Family Dynamics into Consideration, Best Practices for Structuring Trusts and Estates, 2015 Edition, Thomson Reuters / Aspatore, 2015
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