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James K. Leese, Partner at FERRUZZO & FERRUZZO, LLP
- 3737 Birch St, Newport Beach, CA 92660

Estate planning attorney ★5.0

3737 Birch St, Newport Beach, CA 92660, USA

5.0
For 10+ years, Jim and I have exchanged ideas about clients and case planning opportunities. I appreciate how he always focuses on what most honors God, serves the client, and delivers quality with professionalism. - Tim V
James K. Leese, Partner at FERRUZZO & FERRUZZO, LLP Overview Intro Detail Photos Location Reviews

James K. Leese, Partner at FERRUZZO & FERRUZZO, LLP Introduce

In the vibrant heart of California's Orange County, securing your family's future and legacy is a top priority. When it comes to something as crucial as estate planning, finding a knowledgeable, trustworthy, and compassionate attorney is paramount. For residents of Newport Beach and the surrounding areas, James K. Leese, a distinguished partner at the esteemed law firm of FERRUZZO & FERRUZZO, LLP, offers exceptional legal expertise in this specialized field. With a professional yet approachable demeanor, he helps individuals and families navigate the complexities of estate law, providing peace of mind through careful and strategic planning. This article provides a comprehensive overview of the services, location, and key features that make James K. Leese a go-to choice for your estate planning needs in California.

Estate planning is more than just drafting a will; it's about creating a comprehensive strategy to manage your assets, protect your loved ones, and ensure your wishes are honored. James K. Leese and his team at FERRUZZO & FERRUZZO, LLP are dedicated to guiding clients through every step of this process. Whether you are looking to establish a trust, plan for future healthcare decisions, or minimize tax liabilities, their commitment to professionalism and client-centered service shines through. By combining deep legal knowledge with a personal touch, they empower you to make informed decisions that safeguard your legacy for generations to come. Their practice is built on a foundation of integrity and a genuine desire to help the community, as reflected in the long-standing relationships they build with their clients.

The firm understands that each client's situation is unique, and as such, they provide personalized legal solutions tailored to specific needs and goals. This meticulous approach ensures that every detail, from asset distribution to guardianship for minors, is considered and accounted for. Their practice isn't just about legal documents; it's about providing a sense of security and clarity for you and your family. In a region as dynamic and affluent as Orange County, navigating estate law can be particularly complex due to diverse asset types and family structures. James K. Leese possesses the expertise required to handle these intricate matters with a high degree of skill and discretion, making him a trusted advisor for many Californians.

Conveniently situated in a prime location in Newport Beach, the offices of FERRUZZO & FERRUZZO, LLP are easily accessible to clients from across Orange County and beyond. The firm is located at 3737 Birch St, Newport Beach, CA 92660, USA. This central location makes it a practical choice for residents of Irvine, Costa Mesa, Huntington Beach, and Laguna Beach, among other nearby communities. The building itself is designed with client comfort and convenience in mind. To ensure a seamless visit, the premises are equipped with important accessibility features. There is a wheelchair accessible entrance and a dedicated wheelchair accessible parking lot, making it easy for all clients to access their services. Additionally, a wheelchair accessible restroom is available on-site, providing a comfortable and accommodating environment for everyone. Given the nature of legal consultations, the firm operates on an appointment-based system, with appointments required and recommended to ensure that each client receives the focused and dedicated attention they deserve without any rush. This structured approach allows James K. Leese to be fully prepared for each meeting, having already reviewed relevant information to make the most of your time together. Ample parking and clear directions make the journey to the office straightforward, removing any potential stress associated with travel.

The serene and professional setting of the office provides a discreet and confidential space to discuss sensitive matters related to your estate. The combination of easy accessibility, thoughtful amenities, and a professional environment ensures that your experience, from the moment you arrive, is positive and stress-free. For those in California seeking expert legal counsel in estate planning, the convenience of this location is a significant advantage. The firm's location within a professional business park also offers a sense of privacy and security, which is highly valued by clients handling confidential legal affairs.

Services Offered

  • Comprehensive Estate Planning: Creating customized plans that reflect your specific goals for asset distribution and family protection.
  • Wills and Trusts: Drafting and reviewing legal documents such as last wills and testaments, revocable living trusts, and irrevocable trusts.
  • Probate and Estate Administration: Guiding executors and administrators through the complex legal process of managing and distributing a deceased person's estate.
  • Asset Protection: Implementing strategies to protect your wealth from potential creditors, lawsuits, and other financial risks.
  • Powers of Attorney and Advanced Healthcare Directives: Preparing legal documents that designate trusted individuals to make financial and medical decisions on your behalf if you become incapacitated.
  • Tax Planning: Structuring estates to minimize estate, gift, and generation-skipping transfer taxes.

Features / Highlights

  • Wheelchair Accessible: The office includes a wheelchair accessible entrance, parking lot, and restroom, ensuring a welcoming environment for all clients.
  • Appointment-Based Service: Appointments are required and recommended, allowing for a focused and personalized consultation without wait times.
  • Restroom Facilities: A clean and accessible restroom is available on-site for client convenience.
  • Expert Legal Counsel: James K. Leese, a partner at FERRUZZO & FERRUZZO, LLP, is a highly respected estate planning attorney with extensive experience in California law.
  • Personalized Approach: Each client receives tailored legal strategies designed to meet their unique needs and objectives.

Contact Information

Address: 3737 Birch St, Newport Beach, CA 92660, USA

Phone: (949) 608-6900

What is worth choosing

Choosing the right attorney for your estate planning needs in California is a decision that can impact your family for years to come. James K. Leese stands out as a top choice for several compelling reasons. First and foremost is his unwavering commitment to his clients and their best interests. A peer review from a colleague, who has exchanged ideas with Jim for over 10 years, highlights his focus on professionalism, quality service, and a principled approach to case planning. This review notes his dedication to serving the client and delivering quality with the utmost professionalism, which speaks volumes about his character and work ethic. His ethical approach, combined with a deep well of legal knowledge, provides clients with the assurance that their most important affairs are in capable hands. He is a professional you can truly count on.

Furthermore, the personalized service offered by James K. Leese at FERRUZZO & FERRUZZO, LLP is a key differentiator. Unlike larger, more impersonal law firms, this practice takes the time to get to know you and your family's unique circumstances. This personal touch ensures that the legal strategies they develop are not just legally sound, but also practically effective and aligned with your personal values. The firm's attention to detail, from accommodating accessibility needs to scheduling appointments to minimize waiting, demonstrates a genuine respect for their clients' time and well-being. This client-centric model fosters trust and builds lasting relationships, which is essential for a field like estate planning that often involves ongoing legal needs and advice. For California residents looking for a reliable, compassionate, and highly skilled estate planning attorney, James K. Leese is an exceptional choice who provides not only expert legal counsel but also peace of mind.

James K. Leese, Partner at FERRUZZO & FERRUZZO, LLP Details

  • Accessibility

  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Amenities

  • Restroom
  • Planning

  • Appointment required
  • Appointments recommended

James K. Leese, Partner at FERRUZZO & FERRUZZO, LLP Photos

No photos available at the moment.

James K. Leese, Partner at FERRUZZO & FERRUZZO, LLP Location

James K. Leese, Partner at FERRUZZO & FERRUZZO, LLP

3737 Birch St, Newport Beach, CA 92660, USA

James K. Leese, Partner at FERRUZZO & FERRUZZO, LLP Reviews

An average rating of ★5 from 2 user reviews.★ 5★ 4★ 3★ 2★ 1

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