Stephen Mancini, Partner
Professional Accreditation
The California State Bar; California Supreme Court; United States Tax Court; United States District Court; and Southern District Court of California. Certified Specialist: Wills, Trusts & Probate, the State Bar of California Board of Legal Specialization.
Memberships
Wealth Counsel; California State Bar Association; San Diego County Bar Association; Estate Planning, Trust and Probate Section; and The Southern California Institute.
Education
A Laureate in Wealth Strategies and Education Fellow at the Southern California Institute; Fellow of the Esperti Peterson Institute; Post Graduate Legal Diploma in Taxation, University of San Diego School of Law, San Diego, California (1980); J. D., University of San Diego School of Law, San Diego, California (1979); and B.A., Chaminade University, Honolulu, Hawaii (1976).
Positions
Principal and Founder, Law Firm of Strazzeri Mancini LLP, specializing in Asset Protection, Tax Planning, Estate Planning, Business Succession, Charitable Planning, and Retirement Issues. Principal of “The Founders Group,” a Business Strategies Collaborative.
Educator
Fellow of the Southern California Institute; Instructor for The Laureate In Wealth Strategies; Instructor for the Academy of Multidisciplinary Practices, courses accredited by the Estate and Wealth Strategies Institute at Michigan State University; Instructor, Paralegal Courses; Speaker for Continuing Education for Financial Professionals, including Certified Public Accountants, Attorneys, and Financial Planners. Instructor for Estate and Trust Education Resources—Exam Prep Course for the State Bar of California Certified Specialist Exam in Estate Planning, Trust and Probate Law.
Publications
Co-author “Giving — Philanthropy for Everyone,” 2002 published by Quantum Press;
Co-author, “Active Monitoring: An Alternative Strategy to Improve Alternate Valuation Results”, CCH Journal of Practical Estate Planning;
Co-author, “The Uniform Acts: What Are They? What am I Supposed to Do with Them? Why Should I Bother?” National Network of Estate Planning Attorneys;
Co-author, “For California Doctors – a guide to asset protection, tax, and estate planning,” 2009; and
Co-author, Course materials on Irrevocable Life Insurance Trusts for the Academy of Multidisciplinary Practices, courses accredited by the Estate and Wealth Strategies Institute at Michigan State University.
Community Service
Member: Palomar Pomerado Health Foundation — Planned Giving Advisory Council
Former member: Rancho Penasquitos Town Council
President of the Lions Club
Personal
Happily married to Carol Mancini for over 40 years. Veteran of the Viet Nam War, 1968-1972. Honorably discharged from the U.S. Navy in 1972. In his free time, Steve enjoys fly fishing and other outdoor activities.
