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Joseph Adelizzi

Joseph Adelizzi

Practice areas:

Tax, Estate Planning, Corporate & Incorporation

About Me

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 nations largest insurance companies. He is admitted to the following: California Supreme Court, State Bar of California; United States District Courts, Central District and Southern District of California; United States Tax Court, all 50 states. He is a certified Mediator and was on the Settlement Conference Panel of the San Diego Superior Court as a Judge Pro Tem from 1989 to 2006.


Mr. Adelizzi is also a Registered Financial Consultant. He founded Security Planning Group, Inc., as a group of legal professionals who are constantly striving to expand the professional and public knowledge about financial self-defense plans to guard against Governmental Security, the Internal Revenue Service, Department of Health Services, Hospitals and Nursing Homes, which are just a short list of the potential threats to your family's financial security and your own personal rights.


He specializes in designing and creating Million Dollar, Tax Free Retirement Plans for families who want to live debt free and be truly wealthy. He also assists clients by preparing documents that guarantee the right to maintain personal dignity and wishes in the event they cannot make those decisions for themselves, avoiding unnecessary governmental intrusion into their private affairs. Mr. Adelizzi takes an active roll in speaking about new legislation for elders and advocates the rights of individuals to be free to make personal choices free of governmental oversight. Besides advocating for the use of Health Care Directives and Financial Powers of Attorney, he handles Trust issues and has litigated Trust and Probate matters.


On a personal note, Mr. Adelizzi, is a native New Yorker who has been a resident of Encinitas, California since 1981. He is married to his wife, Margaret and has two grown children. In his spare time, Mr. Adelizzi enjoys a variety of activities such as golf, scuba diving, fishing, skiing and racing as a competitive triathlete.

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Languages Spoken: Italian

Photos and Videos

93777 1256236574

Practice Areas

Licensed since 1984

  1. Tax: 50%
  2. Corporate & Incorporation: 25%
  3. Estate Planning: 25%
    31 years

Payment

Fees:

Hourly ($300-450/hour)

Payment Types:

Check, Credit Card

Attorney Endorsements

3 total 

  • No photo

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

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    John Viggianelli
    Relationship: Fellow lawyer in community

  • Christopher Paul Sohovich

    I endorse this lawyer's work.

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    Christopher Sohovich DUI & DWI Attorney
    Relationship: Fellow lawyer in community

Contact Info

Joseph Adelizzi

191 Calle Magdalena.
Suite 220
Encinitas, CA, 92024

Resume

License
StateStatusAcquiredUpdated
CAActive198405/20/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Am Jur Awards, Trusts, UCC, Contracts, Comm. Prop.Western State University1984

Work Experience
TitleCompany NameDuration
President / General CounselSecurity Planning Group, Inc.2005 - Present

Associations
Association NamePosition NameDuration
Cal. Dept. of InsuranceLicensed Life and health ins.2005 - Present
U. S. Tax CourtAdmitted to practice1987 - Present
State Bar of CaliforniaMember1984 - Present

Legal Cases
Case NameOutcome
Insured Defined Benefit PlanDeductible contribution of $193,000/year.

See all Legal Cases 

Publications
Publication NameTitleDate
North San Diego County Bar JournalDefined Benefit Plans2008

Education
School NameMajorDegreeGraduated
Western State UnivLawJD - Juris Doctor1983
Dowling CollBusiness AdministrationBBA1980
Brooklyn Law SchoolLawVisiting studentN/A

Speaking Engagements
Conference NameTitleDate
Florida Continuing Legal EducationTax Advantaged Retirement Planning Using Life Insurance2008