Bio of Joseph Adelizzi, Cal. Bar, 1984, US Tax Court, 1987, Cal. Ins. 0768032, IRS CAF#036-45708R

Joseph Adelizzi has helped our neighbors get out of debt (usually in less than 10 years) and plan for the retirement they have always wanted. There is something truly wonderful about being able to help people become debt free. It is our desire to give you that same wonderful feeling. Whatever your needs, our firm can help!

 

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 served on the Settlement Conference Panel of the San Diego Superior Court as a Judge Pro Tem from 1987 to 2006. He is rated as “Distinguished” by Martindale Hubbel and in a recent run for Superior Court Judge in 2014 was vetted by the San Diego County Bar Association and was the only civil litigator in that election rated “Qualified” for the position of Superior Court Judge.

He has handled Appellate cases successfully and has won trials in the areas of Employment Law, Business, Civil and Contract Litigation. 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.

He has had 2 Mandatory Continuing Education courses approved by the State Bars of California and Florida where he has lectured attorneys on the Tax Advantaged Use of Life Insurance in Retirement Planning.

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 7 time Ironman competitive triathlete.