Joseph Adelizzi

Joseph Adelizzi

5.0
Rating: 8.1

Licensed for 41 years

Estate planning Lawyer at Encinitas, CA
Practice Areas: Estate Planning, Corporate & Incorporation, Tax

2211 Encinitas Blvd., 2nd Floor, Encinitas, CA

About Joseph

Biography

Practice Areas

3

Practice Areas

Estate Planning 60%

Design and implementation of Trusts and Wills designed to protect a famlies wealth and provide peace of mind that you have documents in place to protect yourself and your family.

41 years

60%
Corporate and Incorporation 20%

Strategic Business Planning to reduce taxes, limit liability and increase fringe benefits

41 years

20%
Tax 20%

Tax Advantaged Retirement Planning

41 years

20%

Fees and Rates

Cost

Hourly Rates

$ 300-450 per hour


Payment Methods

  • Check
  • Credit Card

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Licenses

Licensed in California for 41 years

State: California

Acquired: 1984

Active

No misconduct found

Location

Joseph Adelizzi

2211 Encinitas Blvd., 2nd Floor, Encinitas, CA, 92024

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Joseph Adelizzi's Reviews

Avvo Review Score

5.0 /5.0

8 Client Reviews

5 star (8)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Steve | October 3, 2019 | Hired Attorney

This review is from a person who hired this attorney.

Proficient and reliable

Joe helped my wife and I update our severely outdated trust. He was very thorough and brought up points that helped us make decisions and choices we were confident of. As long-time residents who have known Joe for years, we recommend him for any legal advise or service.

Posted by sharry | September 27, 2019 | Hired Attorney

This review is from a person who hired this attorney.

Joseph Adelizzi

Integrity is illuminated throughout his approach to legal matters. His professional approach of handling two estate issues for me was efficient, knowledgeable, and successful. Peace of mind and a swift resolution was the outcome. I hold him in great esteem and highly recommend his services.

Posted by anonymous | March 19, 2017 | Hired Attorney

This review is from a person who hired this attorney.

You need Joe Adelizzi!

Joe Adelizzi came highly recommended by a trusted friend. Our son needed some serious help getting out of a neglected appearance in court, and hence a warrant for his arrest. Mr Adelizzi made us and our son feel not so overwhelmed with all the steps needed to get through this tough time. With his exp...ert guidance and knowledge of the court system, my son now has a clean record, his driver's license back and most of all that horrible monkey off his back. Thank you from the bottom of all our hearts.

Posted by anonymous | March 16, 2017 | Hired Attorney

This review is from a person who hired this attorney.

The best choice

Joe guided me through a very challenging time as I was going through a divorce and bankruptcy. It was a financial nightmare and he calmly and clearly led me through every step. His estate planning background saved me. His demeanor was always calm, reassuring, and professional. Although I moved out... of state as this situation developed, he was available to take my calls and answer my emails promptly. What a fine example of an attorney with principles. He brings a good name to the profession. He would be my first call if I needed legal services again.

Posted by Stephen | February 15, 2017 | Hired Attorney

This review is from a person who hired this attorney.

1 in a million

Me and my wife had a great experience with Joe. Joe set up our living trust. He is everything you want in an attorney and nothing you don't. He is knowledgeable, understanding, and explains the process thoroughly. You won't find another Attorney like Joe. He will get our business from now on!

See All Client Reviews

Joseph Adelizzi's Lawyer Endorsements

Endorse Joseph
Timothy John Truxaw headshot
Timothy Truxaw

Estate planning lawyer | Jun 26

Relationship: Fellow lawyer in community

"I endorse this lawyer for his expertise, experience and ingenuity in estate planning matters."

Eugene Andrew Schooler headshot
Eugene Schooler

Estate planning lawyer | Jun 25

Relationship: Worked together on matter

"I endorse this lawyer. I have known Joe for 40 years and have worked with him on many cases. He is honest, diligent and result driven. He is a great choice."

Kyle Lakin headshot
Kyle Lakin

Litigation lawyer | Apr 18

Relationship: Worked together on matter

"Joe is a first-rate attorney and skillful litigator."

John Andrew Viggianelli headshot
John Viggianelli

Financial markets and services lawyer | Nov 02

Relationship: Fellow lawyer in community

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

Christopher Paul Sohovich headshot
Christopher Sohovich

Criminal defense lawyer | Oct 07

Relationship: Fellow lawyer in community

"I endorse this lawyer's work."

Michael Jon Fremont headshot
Michael Fremont

Estate planning lawyer | Oct 07

Relationship: Fellow lawyer in community

"I endorse this lawyer's work. I have know Mr. Adelizzi for almost 18 years. I have entrusted him with my estate and retirement planning. He is a certified financial planner and admitted to the Tax Court. He has done very well for me and my family's financial security. He can be counted on to give the best advice in this critical area. I have refered many clients and friends to him over the years and have never heard anyone make any complaint. Only thanks for refering them to Joe."

View All Endorsements
Michael Jon Fremont headshot
Michael Fremont

DUI and DWI lawyer

Experience

Rating:  8.1 (Excellent)

Honors

1984

Am Jur Awards, Trusts, UCC, Contracts, Comm. Prop., Western State University

Work Experience

2005 - Present

President / General Counsel, Security Planning Group, Inc.

1984 - Present

Principal, Law Offices of Joseph Aselizzi

Associations

2023 - Present

Encinitas Chamber of Commerce

Attorney Member

2023 - Present

Better Business Bureau

Attorney Member

2018 - Present

Lawline

Faculty member

2005 - Present

Cal. Dept. of Insurance

Licensed Life and health ins.

1987 - Present

U. S. Tax Court

Admitted to practice

1984 - Present

State Bar of California

Member

Sample of Legal Cases

Insured Defined Benefit Plan

Deductible contribution of $193,000/year.

See More Legal Cases

Education

1983

Western State Univ

JD - Juris Doctor

1980

Dowling Coll

BBA

N/A

Brooklyn Law School

Visiting student

Speaking Engagements

2023

San Diego Association of Realators

Structured Installment Sales

2021

MCLE course for lawyers

Structured Installment Sales

2008

Florida Continuing Legal Education

Tax Advantaged Retirement Planning Using Life Insurance

Publications

2008

North San Diego County Bar Journal Defined Benefit Plans

Languages

Italian

Activity

Avvo Rating

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  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
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