Professional Background & Personal Information
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.
A Laureate in Wealth Strategies 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).
Wealth Counsel; American Bar Association; California State Bar Association; San Diego County Bar Association; Estate Planning, Trust and Probate Section; and Esperti Peterson Institute.
Former Partner Stacer & Mancini. Principal of the Founders Group, a Business Strategies Collaborative. Principal and Founder, Law Office of Stephen J. Mancini, APC, specializing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues. Principal & Founder: Law Firm of Strazzeri Mancini LLP.
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.
Co-author “Giving — Philanthropy for Everyone” 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; and 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.
Member: Palomar Pomerado Health Foundation — Planned Giving Advisory Council; former member: Rancho Penasquitos Town Council; and President of the Lions Club.
Happily married to Carol Mancini since 1972. 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.