Restructuring Prior Planning & Repurposing Assets Including Life Insurance
Joseph J. Strazzeri, principal and founder of Strazzeri Mancini LLP, practices in tax, asset protection, business, estate, business succession, charitable, and retirement planning and implementation. Mr. Strazzeri received his J.D. in 1996 from Thomas Jefferson School of Law, San Diego. He is a member of Wealth Counsel, the American Bar Association, the California State Bar Association, the Trust and Probate Section of the San Diego County Bar Association, and is a National Keynote speaker to such organizations and the financial industry across the country. Mr. Strazzeri is a principal of the FoundersGroup, a Business Strategies Collaborative, a Laureate in Wealth Strategies at the Laureate Center for Wealth Advisors as well as Teaching Fellow at the Southern California Institute. Mr. Strazzeri is a frequent speaker and a co-author of several books and course materials on estate, tax, asset protection, and business planning issues. He is a co-author of Chapter 3, "Initial Considerations: Managing Workflow, Identifying Client Goals, Evaluating Potential Transferees.