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.
Practice areas
Helping Protect Families & Their Assets while providing them peace of mind
25 years, 800 cases
A Business Plan is an "Estate Plan" for your business and more than a signed stack of papers, state filings, and setof instructions
19 years, 80 cases
Estate Litigation is more than "Going to Court." Understanding the people, process, relationships, motivations, personal history, assets, taxation, valuations, timeframe and likelihood of outcomes...is just as important as the "Facts and Law."
16 years, 18 cases
Languages spoken
English, Italian
State | Status | Acquired | Updated |
---|---|---|---|
CA | Active | 1996 | 10/28/2020 |
Legal answers | 0 |
Legal guides | 1 |
Award name | Grantor | Date granted |
---|---|---|
Circle of Friends Award | Rady Children's Hospital Foundation | 2009 |
Circle of Friends Award | Muscular Dystrophy Association | 2006 |
Title | Company name | Duration |
---|---|---|
Partner | Cabrillo Law Group LLP | 2014 - Present |
Co Founder and Principal | Laureate Center For Wealth Advisors | 2003 - Present |
Principal | The Founders Group | 2003 - Present |
Fellow and Co-Founder | The Southern California Institute | 2002 - Present |
Principal | The Law Firm Of Strazzeri Mancini, LLP | 2001 - Present |
Partner | Law Offices of N. Munro Merrick | 1998 - 2000 |
---|---|---|
Mediator | ARBITRATIONWORKS | 1997 - 1998 |
Association name | Position name | Duration |
---|---|---|
WealthCounsel | Member | 2006 - Present |
American Bar Association | Member | 1996 - Present |
State Bar of California | Member | 1996 - Present |
District of Columbia Bar | Member | 1996 - Present |
Planned Giving Committee Sharp Healthcare Foundation | Chair | 2007 - 2010 |
Sharp Healthcare Foundation | Board of Directors | 2005 - 2010 |
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Publication name | Title | Date |
---|---|---|
SMLLP Digital Publishing | Our Team :: Meet the Strazzeri Mancini, LLP Team (Digital Version) | 2013 |
For California Doctors - A Guide to Asset, Tax, and Estate Planning | Co-Authored Book | 2009 |
Strictly Business - Planning Strategies for Privately Owned Businesses | Co-Authored Book | 2002 |
Giving - Philanthropy for Everyone | Co-Authored Book | 2002 |
Generations - Planning Your Legacy | Co-Authored Book | 1999 |
School name | Degree | Graduated |
---|---|---|
Thomas Jefferson School of Law | JD - Juris Doctor | 1996 |
University of San Diego | BS - Bachelor of Science | 1992 |
Conference name | Title | Date |
---|---|---|
The Gathering 2013 | The Valuation Enhancement Approach – A Roadmap to Reducing Risk and Expanding Generational Opportunities | 2013 |
California Forum August 2013 | The Elusive $15MM - $75MM Entrepreneurial Family: What You & They Should Know | 2013 |
The Gathering 2005 - 2010 | Business, Estate, and Tax Planning | 2010 |
The Dunham Institute Symposium | Attracting & Working w/ Affluent Families in Today's Market | 2010 |
The Dunham Institute Symposium | Conducting the Analize & Test Meeting | 2009 |
WealthCounsel National Conference | Best of the Best Marketing RoundTable | 2008 |
---|---|---|
The Dunham Institute Symposium | Helping Your Clients: Opps with the Potential Tax Law Change | 2008 |
SettlementCounsel | SettlementCounsel Software Summary & Training | 2008 |
WealthCounsel National Conference | The Laureate Hour & The Practice Experience | 2007 |
The Dunham Institute Symposium | The Laureate Hour & Practice Experience | 2007 |
The Dunham Institute Symposium | The Quantum Introduction | 2007 |
WealthCounsel National Conference | The Interdisciplinary Approach to a Practice | 2005 |
WealthCounsel Summer Cirriculum | Attracting the Elusive Client with Advanced Needs | 2004 |
WealthCounsel Summer Cirriculum | Attracting and Working with Small Business Owners | 2004 |
Posted by randy
Wed Jun 30 2010
Posted by Julie
Thu Jun 24 2010
Jimmie Joe, Estate planning Attorney on Apr 19, 2016
Relationship: Other
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.
Gregory Ashcraft, Estate planning Attorney on Aug 13, 2014
Relationship: Fellow lawyer in community
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.
Marty Oblasser, Estate planning Attorney on Jul 7, 2014
Relationship: Other
Joe is the type of attorney that one strives to emulate in his/her career. Whether he is assisting his clients or mentoring other attorneys, Joe’s vast knowledge of the law and creative solutions are paramount. I have had the fortunate opportunity to seek Joe’s legal advice and would not hesitate when referring a client to seek his expertise.
Alejandro Matuk, Business Attorney on Jan 13, 2014
Relationship: Fellow lawyer in community
I endorse this lawyer.
Russell Miller, Estate planning Attorney on Sep 20, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer.
Marty Burbank, Estate planning Attorney on Dec 10, 2012
Relationship: Fellow lawyer in community
I am very privelaged to know and learn from Joe. As every lawyer who has had the opportunity to meet and learn from Joe will tell you, he changes you. Not only the way you practice law, but the way you live your life and how you care about those you work and live with. I am not only a better lawyer for knowing Joe, but i am a better husband, father, brother, son, friend, coworker . . . I am a better man, thank you Joe.
Michael Potter, Estate planning Attorney on Aug 28, 2012
Relationship: Fellow lawyer in community
Joe is a well-respected and personable member of the Estate Planning Bar. His experience and integrity are second-to-none. As a fellow member of WealthCounsel, I know that Joe holds himself to very high standards of professionalism, ethics and exceptional service to his clients and to the legal community. I am proud to endorse Joe. He makes us all proud.
Owen Kaye, Estate planning Attorney on Jul 12, 2012
Relationship: Fellow lawyer in community
Joe is a great guy and consummate professional. He has a rare combination of technical and communication skills. Joe is an asset to the legal community.
Diedre Braverman, Estate planning Attorney on Jun 27, 2012
Relationship: Fellow lawyer in community
Joe Strazzeri has that rare blend of exceptionally advanced legal skills and warm caring. His reputation in the estate planning community is unparalleled because he has generously shared with attorneys from across the country how to serve clients well, including those at the upper end of the wealth spectrum. I consider myself lucky to know Joe, and I'm sure that you would too.
Janet Brewer, Estate planning Attorney on Jun 14, 2012
Relationship: Fellow lawyer in community
It has been my privilege to know Joe for the past 15 years. Joe is a warm human being and an excellent attorney who always has his clients' best interests at heart. I have benefited from Joe's expertise on several occasions. It is a pleasure to endorse him.
Steven Oshins, Estate planning Attorney on Jun 14, 2012
Relationship: Worked together on matter
I endorse this lawyer without any hesitation. He has very strong technical skills and is one of the best communicators I have ever known. He is very well-respected in the estate planning industry.
Jordan Dorrestein, Estate planning Attorney on Apr 5, 2012
Relationship: Other
I recently consulted with Joe on a complex investment litigation matter and found his insight invaluable. He has a keen ability to make complex issues very simple and target in on workable solutions. Joe has a tremendous level of knowledge and experience in his field, which, combined with his approachable demeanor, make him an outstanding advocate and counselor for his clients and a pleasure to work with. I recommend Joe without hesitation and would entrust him with my own legal affairs any day.
Christine Weiner, Estate planning Attorney on Apr 18, 2011
Relationship: Fellow lawyer in community
Joe Strazzeri is an outstanding mentor, teacher, and leader in the estate planning, tax, and asset protection community. He is unselfish in sharing his knowledge, expertise and technical skills to assist others increase their knowledge and expansion of their capabilities. Joe is able to understand complex strategies, make them comprehensible to others, and combine them into a plan that works for the clients. His ability to teach and lead others makes him a special friend who is unique in this capacity. Joe's grasp of technical and tax matters enables him to help others stay ahead of the curve and anticipate where the future is going in this area of the law. I highly appreciate Joe's ability to lead the way in designing complex tax, asset protection and estate planning matters. In addition, he is a wonderful friend.
Ahmed Shaikh, Estate planning Attorney on Jul 20, 2010
Relationship: Fellow lawyer in community
Joe Strazzeri is someone who consistently gives his knowledge and expertise to the community and to lawyers everywhere. A great lawyer and a great teacher.
Eden Brown, Estate planning Attorney on Jul 5, 2010
Relationship: Fellow lawyer in community
I have known Joe for over a decade and he is my go-to referral for anyone in the San Diego area. Joe's ability to combine technical expertise with unmatched care and compassion truly sets him apart in the estate planning community. Joe not only has the ability to reduce complex legal strategies into plain English (a gift among lawyers!), he also has the ability and desire to listen to and focus on his clients' goals, needs, concerns and philosophies, converting each into a custom plan for his clients and their families. Joe is a nationally-respected teacher and mentor in the estate planning community, and I hold him in the highest regard as a planner, teacher, colleague and friend. In many respects, Joe sets the standard for other attorneys to follow.
David Hiersekorn, Estate planning Attorney on Jun 25, 2010
Relationship: Worked together on matter
I've known Joe for several years, and I give him my highest possible endorsement. Joe has a thorough grasp of the law, and he balances that technical skill with a common sense understanding of what needs to be done to solve the problems in a case - whether those problems are legal, personal, or practical. Joe's concern for his clients and their desires is unmatched. He is a master team-builder and knows how to determine a client's needs, assemble a team to meet those needs, and then direct the team through to a successful conclusion. I would recommend Joe Strazzeri without hesitation.
Marc Selden, Estate planning Attorney on May 26, 2010
Relationship: Fellow lawyer in community
I endorse this lawyer's work. I have known Joe for several years now through our relationship n the Southern California Institute (SCI) and the Laureate Program. Joe is extremely knowledgable in Advanced Estate and Business Planning and has the unique ability of making the most complex concepts easily understandable for his clients. Joe is a warm, compassionate and loving person who cares about his clients and friends. I am privileged to call him a colleague and a good friend.