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Joseph Adelizzi

7.5

Experience
Industry Recognition
Professional Conduct

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2 Reviews

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3 Peer Endorsements

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Contributor level 6

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Overview

Practice Areas

50% Tax
25% Estate Planning
28 years
25% Corporate / Incorporation

Fees and Payment Types

Fees

Hourly ($300-$450/hour)

Payment types

Check, Credit Card

Contact Information

191 Calle Magdalena Ste 220

Encinitas, CA 92024

Office: 760-632-1338
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website

Languages Spoken

Italian

About Me

Photos (1)

Videos (0)

Joseph Adelizzi is an attorney and principal of Security Planning Group, Inc. He has been in practice since 1984 and has litigated cases for some of the... more

References

Client Reviews

Average Client Rating

Former client? Write a review

2 reviews

“High Recommendation for Joe Adelizzi”

Posted by: Suzanne, 2009-10-16 over 2 years ago.

Client Review: I have collaborated with Joe several times and he is always very knowledgeable and professional. One of the thinks I really appreciate about Joe is... more

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“Review about Joseph Adelizzi”

Posted by: a Corporate client, 2009-10-08 over 2 years ago.

Client Review: Joseph Adelizzi was recommended by a friend and my husband and I are so grateful. He is the best lawyer we hired for our corporation and retirement... more

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Peer Endorsements

Endorsements

3 endorsements

Lawyers: Endorse this lawyer

I've know Joe Adelizzi for over 2o years. He's always been very knowledgable, organized, forthright and he practices with the utmost integrity.

Endorsement from lawyer: John Viggianelli , Vista (CA), Over 2 years ago

I endorse this lawyer's work.

Endorsement from lawyer: Christopher Sohovich , San DIego (CA), Over 2 years ago

Résumé

License

28 years since Joseph Adelizzi was first licensed to practice law.

State	License status	Year acquired	Last updated by Avvo
California	Active	1984	11/03/2011

We have not found any instances of professional misconduct for this lawyer.

Work Experience

Position	Duration
President / General Counsel at Security Planning Group, Inc.	2005–present

Education

School	Major	Degree	Graduated
Western State Univ	Law	JD - Juris Doctor	1983
Dowling Coll	Business Administration	BBA	1980

See all 3 degrees

Awards

Award Name	Granting Organization	Date
Am Jur Awards, Trusts, UCC, Contracts, Comm. Prop.	Western State University	1984

Associations

Position	Association Name	Duration
Licensed Life and health ins.	Cal. Dept. of Insurance	2005-present
Member	Int'l Assn. of Registered Financial Consultants	2005-present

See all 5 association entries

Portfolio

Contribution

Reputation Level 6

Answers:	0	Legal Answers
	0	Best Answers
	0	Answers marked as good
Guides:	2	Legal Guides
	0	Staff Picks

Cases

Insured Defined Benefit Plan

Outcome: Deductible contribution of $193,000/year.

Publications

Article	Publication	Date
Defined Benefit Plans	North San Diego County Bar Journal	2008

Speaking Engagements

Presentation Name	Conference	Date
Tax Advantaged Retirement Planning Using Life Insurance	Florida Continuing Legal Education	2008