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About me

Admitted to the California State Bar and the California Supreme Court.  Principal and Co-Founder, Strazzeri Mancini LLP, practicing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues.


 


Approved provider for Continuing Education (CE) through the California Department of Insurance. Speaker for CE for various professionals including CPAs, Attorneys, Fiduciaries, Bankers, and Financial Planners.


 


A Fellow at the Esperti Peterson Institute and a Laureate in Wealth Strategies at the Laureate Center for Wealth Advisors.  Joseph has structured his practice to allow him and his wife Antonietta to enjoy time with their family and to be active in their community.

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Languages spoken: English, Italian

Photos and videos

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Practice areas

Licensed

  1. Estate Planning: 75%
    20 years, 800 cases
  2. Business: 15%
    14 years, 80 cases
  3. Litigation: 10%
    11 years, 18 cases

Payment

Fees:

Free consultation (90 minutes)

Payment types:

Cash, Check, Credit card

Attorney endorsements

17 total 

Are you an attorney? Endorse this lawyer

  • Jimmie Ling Joe

    I endorse this lawyer. Joe is an excellent estate and business planning attorney and a fine human being. I have had the pleasure of knowing Joe for over 10 years and his knowledge as an attorney and cutting edge thinking is a rare find in this day and age.

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    Jimmie Joe Estate planning Attorney
    Relationship: Other

  • Gregory Charles Ashcraft

    Joe is one of the nicest attorneys I have ever met. He is so inviting and really knows his stuff. He is also very active in teaching and improving the financial legal industry. If you get a chance to meet him (whether you are another attorney or potential client), take the opportunity, you will not regret it.

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    Gregory Ashcraft Estate planning Attorney
    Relationship: Fellow lawyer in community

Contact info

3636 Nobel Dr # 450
San Diego, CA, 92122

Resume

License
StateStatusAcquiredUpdated
CAActive199605/24/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Circle of Friends AwardRady Children's Hospital Foundation2009
Circle of Friends AwardMuscular Dystrophy Association2006
Work experience
TitleCompany nameDuration
PartnerCabrillo Law Group LLP2014 - Present
Co Founder and PrincipalLaureate Center For Wealth Advisors2003 - Present
PrincipalThe Founders Group2003 - Present
Fellow and Co-FounderThe Southern California Institute2002 - Present
PrincipalThe Law Firm Of Strazzeri Mancini, LLP2001 - Present
PartnerLaw Offices of N. Munro Merrick1998 - 2000
MediatorARBITRATIONWORKS1997 - 1998
Associations
Association namePosition nameDuration
WealthCounselMember2006 - Present
American Bar AssociationMember1996 - Present
State Bar of CaliforniaMember1996 - Present
District of Columbia BarMember1996 - Present
Planned Giving Committee Sharp Healthcare FoundationChair2007 - 2010
Sharp Healthcare FoundationBoard of Directors2005 - 2010
Publications
Publication nameTitleDate
SMLLP Digital PublishingOur Team :: Meet the Strazzeri Mancini, LLP Team (Digital Version)2013
For California Doctors - A Guide to Asset, Tax, and Estate PlanningCo-Authored Book2009
Strictly Business - Planning Strategies for Privately Owned BusinessesCo-Authored Book2002
Giving - Philanthropy for EveryoneCo-Authored Book2002
Generations - Planning Your LegacyCo-Authored Book1999
Education
School nameMajorDegreeGraduated
Thomas Jefferson School of LawLawJD - Juris Doctor1996
University of San DiegoCivil Engineering, Business Administration & ArchitectureBS - Bachelor of Science1992
Speaking engagements
Conference nameTitleDate
The Gathering 2013The Valuation Enhancement Approach – A Roadmap to Reducing Risk and Expanding Generational Opportunities2013
California Forum August 2013The Elusive $15MM - $75MM Entrepreneurial Family: What You & They Should Know2013
The Gathering 2005 - 2010Business, Estate, and Tax Planning2010
The Dunham Institute SymposiumAttracting & Working w/ Affluent Families in Today's Market2010
The Dunham Institute SymposiumConducting the Analize & Test Meeting2009
WealthCounsel National ConferenceBest of the Best Marketing RoundTable2008
The Dunham Institute SymposiumHelping Your Clients: Opps with the Potential Tax Law Change2008
SettlementCounselSettlementCounsel Software Summary & Training2008
WealthCounsel National ConferenceThe Laureate Hour & The Practice Experience2007
The Dunham Institute SymposiumThe Laureate Hour & Practice Experience2007
The Dunham Institute SymposiumThe Quantum Introduction2007
WealthCounsel National ConferenceThe Interdisciplinary Approach to a Practice2005
WealthCounsel Summer CirriculumAttracting the Elusive Client with Advanced Needs2004
WealthCounsel Summer CirriculumAttracting and Working with Small Business Owners2004