
Associate Attorney at Ferruzzo and Ferruzzo LLP
Orange County, California Area

Associate Attorney at Ferruzzo and Ferruzzo LLP
Orange County, California Area
1 more...
Attorney with extensive experience in the following practice areas: Estate Planning (from fundamental planning with revocable living trusts to tax planning for the high net worth individual), Asset Protection, Probate, Taxation, Corporations, and Partnerships.
The majority of my business is helping high net worth clients reduce estate taxes. In addition to my Orange County clients, I have clients from San Diego to San Francisco in California and in the Las Vegas/Henderson area. I am licensed to practice law in all California state courts, all Nevada state courts, all Arizona state courts, the federal central district court in California, and the federal Tax Court. I am currently working on my Texas Bar Application.
I earned my Certified Wealth Preservation Planner designation (CWPP) and Certified Asset Protection Planner designation (CAPP) from the Wealth Preservation Institute in July of 2007.
If you are a Chapman Law Alumni or a Baylor Alumni in Southern California, feel free to invite me to your network. I am also happy to meet and join the networks of other professionals that may benefit my clients or that have clients that need tax and estate planning.
Estate Tax planning (Installment Sales to Defective Grantor Trusts, Grantor Retained Annuity Trusts, Charitable Trusts, QPRTs, Family Limited Partnerships, etc.), Estate and Gift Tax Returns, Asset Protection strategies, Corporate and Partnership formation and operation, Trust Administration, Probate, planning with Insurance Agents and Providers on Insurance Agreements for Clients, and creating and operating tax exempt entities (Private Foundations, Public Charities).
LLM , Taxation , 2003 — 2005
CALI Awards for high grades in the following classes: Partnership Taxation, State and Local Taxation and Tax Exempt Organizations
JD , Law , 2001 — 2003
Received the tax law emphasis at graduation
CALI Awards for high grades in the following classes: Federal Income Taxation, Federal Tax Procedure/Administration
JD , 2000 — 2001
BA , Economics , 1998 — 2000
BA , Business , 1997 — 1998
Law, Theology, Philosophy, Charitable Work, Martial Arts, Professional Sports (Pittsburgh Steelers, Anaheim Angels, Anaheim Ducks, Los Angeles Lakers/Clippers, Phoenix Suns), College Football (Baylor and USC), Wine Tasting from Paso Robles to Napa Valley, Scotch
Member of the California Bar, Nevada Bar, Arizona Bar, Orange County Bar Association, Provisors, Member and a California State Representative for the Asset Protection Society, the Mises Institute (www.mises.org) and Christian Legal Society (www.clsnet.org). Former member of the following groups: Orange County Le Tip, Newport Beach BNI chapter, former Secretary/Treasurer of that BNI chapter (www.socalbni.com), American Bar Association, The Federalist Society, Board of Directors of Faith Defenders/Faith Community Church (www.faithdefenders.com).