$ 300-450 per hour
Joseph Adelizzi is an estate planning 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. He teaches 2 MCLE courses to Lawyers on the faculty of Lawline on Tax Advantaged Retirement Planning and Structured Installment Sales.
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 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 competitive7 time Ironman triathlete.
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Practice Areas
41 years
41 years
$ 300-450 per hour
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Chat withState: California
Acquired: 1984
No misconduct found
2211 Encinitas Blvd., 2nd Floor, Encinitas, CA, 92024
Showing 1 - 5 of 8 client reviews from Avvo
Posted by Steve | October 3, 2019 | Hired Attorney
Joe helped my wife and I update our severely outdated trust.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
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
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...
Posted by anonymous | March 16, 2017 | Hired Attorney
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...
Posted by Stephen | February 15, 2017 | Hired Attorney
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!
"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."
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."
"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."
DUI and DWI lawyer
1984
Am Jur Awards, Trusts, UCC, Contracts, Comm. Prop., Western State University
2005 - Present
President / General Counsel, Security Planning Group, Inc.
1984 - Present
Principal, Law Offices of Joseph Aselizzi
2023 - Present
Encinitas Chamber of CommerceAttorney Member
2023 - Present
Better Business BureauAttorney Member
2018 - Present
LawlineFaculty member
2005 - Present
Cal. Dept. of InsuranceLicensed Life and health ins.
1987 - Present
U. S. Tax CourtAdmitted to practice
1984 - Present
State Bar of CaliforniaMember
Deductible contribution of $193,000/year.
1983
JD - Juris Doctor
1980
BBA
N/A
Visiting student
2023
Structured Installment Sales
2021
Structured Installment Sales
2008
Tax Advantaged Retirement Planning Using Life Insurance
2008
Italian
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