Meet the Founders

 

In the 1990s David K. Cahoone, Joseph J. Strazzeri, and Stephen J. Mancini met through their memberships in national collaborative organizations that focused on estate, business, and wealth planning. Each not only had active practices in these areas, but also spent time educating mainly attorneys on the technical applications as well as client counseling.

In the following years each spent intensive time teaching the technical ins and outs of wealth strategies planning and implementation with and for accountants, bankers, financial advisors, stock brokers, insurance professionals as well as attorneys. They began to realize that wealth advisor and client counseling was the key to complete implementation and truthfully helping affluent client families. Together they refined “how the rubber meets the road” and began to document and process the collaborative client engagement of: The Introductory Visit, The Gathering, The Evaluation, The Initial Visit, The Analyze and Test Meetings, The Building the Plan Meetings, The Presenting the Preliminary and Enhanced Plan Meetings, The Implementation, as well as The Confirmation Meeting.

In 2005 they brought together industry experts from across the country in the first multi-disciplinary Laureate in Wealth Strategies Program. Utilizing this client engagement approach, the year-long program focused on wealth advisor counseling, practice management, and case studies to help affluent families. Since then the Laureate Programs have trained over 180 wealth advisors from a variety of disciplines on how to attract, engage, and work with affluent families and their advisors through this collaborative approach.

David, Joe, and Steve still keep active practices in the wealth strategies arena to help affluent families and the advisors they work with achieve their enlightened dreams and goals.

David K. Cahoone Joseph J. Strazzeri Stephen J. Mancini

David K. Cahoone, Esquire

David K. Cahoone, PA, Of Counsel
Johnson, Browning & Clayton
One North Tuttle Avenue
Sarasota, FL 34237
(941)951-0707
dkcahoone@gmail.com
www.jbc-law.com

BACKGROUND
Highest professional ranking (AV) by Martindale-Hubbell. Admitted to Florida Bar, 1985.

EDUCATION

  • Eckerd College (Bachelor&aposs Degree in Political Science, 1981)
  • Western New England College School of Law (Juris Doctor, 1985)
  • University of Florida College of Law (Master of Laws, “LL.M.” in Taxation, 1986)

EXPERIENCE

  • From 1992 to Present Principal in the law firm of David K. Cahoone, PA. The David K. Cahoone, P.A., Law Firm has an Of Counsel relationship with Johnson, Browning & Clayton.
  • David was born and raised in Southern New England. He has lived in Sarasota since 1991. He focuses his practice on helping individuals, families and business owners develop and implement plans to achieve their unique goals and objectives.
  • Individuals, families and business owners have different planning needs. Each will be concerned with bringing order to their affairs as well as passing on to loved ones their goals, values, and passion for life’s important matters.
  • Families of modest means need to provide for their physical and financial concerns, as well as long term care. Families who are members of the great American middle class need to protect their hard-earned assets, to take advantage of planning available under existing tax laws, and to create opportunities for their children and grandchildren. Affluent families must concern themselves with the same issues, as well as the stewardship of their wealth, their enduring significance and impact on society, and the responsibilities they wish to pass on to their family members.
  • David looks forward to working collaboratively with other attorneys, CPAs, financial advisors, and insurance professionals to serve the specialized planning needs of individuals, families and business owners.
  • From 1996 to 2008 Partner in the law firm of Esperti Peterson & Cahoone and a member of the estate planning consulting firm of Esperti Peterson & Cahoone Consulting, Inc. Esperti Peterson & Cahoone limits its practice to high net-worth individuals throughout the United States whose estates typically are in excess of $25 million.
  • From 1996 to 2004, Professor in the three-year, post-doctoral Masters Program provided through the Esperti Peterson Institute to train selected estate planning attorneys, financial advisors and accountants in sophisticated estate planning strategies.
  • For four years, the host, moderator and faculty member of Advanced Studies for Estate and Wealth Planning, a one-year program provided through the Esperti Peterson Institute to train attorneys in advanced planning strategies.
  • Owner and faculty member of the Advanced Wealth Studies Institute, LLC, providing high quality custom educational programs, presentations and assistance to financial advisors, attorneys and insurance professionals to promote excellence in estate, financial and wealth strategies planning.
  • Faculty member of the Chartered Wealth Advisor (CWA) Program which provides ongoing education and support to financial advisors. The CWA program is offered through the Academy of Multidisciplinary Practice and is accredited by The Estate and Wealth Strategies Institute at Michigan State University.
  • Past President and Director of Education for The Esperti Peterson Institute.

MEMBER

  • Sarasota County Bar Association
  • Florida Bar Association (Member, Sections on: Business Law, Tax Law, Real Property, Probate and Trust Law).
  • WealthCounsel

SPEAKER

David is a frequent speaker at local and national programs attended by attorneys, financial advisors, CPAs and insurance professionals. He teaches on many areas of wealth strategies planning and the effective collaboration of professionals to provide the support and advice needed in today’s complex world.

BOOK CO-AUTHORED

  • Protect and Enhance Your Estate; New York: McGraw-Hill, (2012)
  • The Objective Guide to Estate Planning and Life Insurance; Sarasota: Quantum Press, (2012)
  • Strictly Business: Planning Strategies for Privately Owned Businesses; Denver: Quantum Press, (2002)
  • The Living Trust Workbook: How You and Your Legal Advisors Can Design, Fund, and Maintain Your Living Trust Plan and Secure Your Family’s Future; New York: Viking-Penguin, (2001)

ARTICLES CO-AUTHORED

  • How to Work Ethically With Other Professionals; Broker World, (September 2002)
  • Post EGTRRA Life Insurance Planning; The Tax Advisor, (August 2002)
  • The State of MDP; Estate Planning Magazine, (June 2002)
  • The Impact of the Economic Growth and Tax Relief Reconciliation Act of 2001 on Existing Planning” Journal of Financial Service Professionals, (March 2002)

SELECTED PRESENTATIONS

  • “What’s New in Estate Wealth and Transfer Planning” The Southern Arizona Estate Planning Council, Tucson, Arizona (April 2006)
  • “Interdisciplinary Practice: Working Together with Other Professionals” The Financial Planning Association Orange County Chapter, Irvine, California (November 17, 2004)
  • “Funding the Purchase of Life Insurance in 2004 and Beyond Using Language Techniques Including Limited Partnerships, GRATs, CLATs and Sales to IGTs.” School of Life 2004, Orlando, Florida (October 29, 2004)
  • “Integrating GRATs into Estate Plans in 2004 and Beyond” Wealth Counsel, Chicago, Illinois (October 22, 2004)
  • “In’s and Out’s of the Charitable Lead Trust” National Committee on Planning Giving, Dallas, Texas (October 16, 2004)
  • “Planning with Charitable Lead Trusts” The Institute for Dynamic Wealth Innovation, Chicago Illinois (July 24, 2004)
  • “Motivating Clients in Uncertain Times” Wealth Counsel Spring Conference Plenary Session, Las Vegas, Nevada (April 30, 2004).
  • “Tax Law Updates” “Dealing with IRS Issues Regarding FLP& and LLC”
  • “Testamentary Charitable Lead Trusts,” “Ethical Issues in Estate Planning” The Teton Institute, Nashville, Tennessee (March 19 & 20, 2004).
  • “Current Developments in Estate Planning” The Southern California Institute, San Diego, California (January 30, 2004).
  • “Motivate Your Clients to Plan Today Using Charitable Lead Trusts” The Southern California Institute, San Diego, California (June 5, 2003).
  • “Changes Impacting Financial Planning Advisors and their Clients” Minnesota Society of Financial Service Professionals (May 2003).
  • Two Day Charitable Lead Trust Workshop, NNEPA Spring 2003 Collegium, Orlando, Florida (April 28 – 29, 2003)
  • “Planning for Constant change – the 2001 Tax Act” NNEPA Spring 2003 Collegium, Orlando, Florida (May 3, 2003).
  • “Planned Giving Made Simple” Ronald McDonald House, Orlando, Florida (April 30, 2003).
  • “Planning and Drafting Under Repeal (Or Not),” “Current Developments in Estate
  • “Planning” Anaheim, California Winter Education Forum (February 5, 2003).
  • “MDP Coming to a Jurisdiction Near You” NNEPA Spring 2002 Collegium, Reno, Nevada (April 13, 2002).
  • “Planning under the 2001 Tax Act” NNEPA Fall 2001 Collegium, Minneapolis, Minnesota (October 31, 2001).
  • “HR-8 Will it Repeal the Estate Tax” NNEPA Spring 2001 Collegium, San Diego, California (May 1, 2001).
  • “The Future of Multidisciplinary Practice (MDP)” National Association of Philanthropic Planners, Conference on Philanthropy, Albuquerque, New Mexico. (November 2001)
  • “The Dynasty Trust” The Suncoast Advisory Group, Sarasota, Florida (March 2000).
  • “Charitable Lead Trusts” MDP Virtual University – Estate Planning Course. www.mdpacademy.com
  • “Ethics: Working with Other Professionals” MDP Virtual University – Business Succession Planning Course. www.mdpacademy.com.
  • “Planning Under the Tax Relief Act of 2001” MDP Virtual University – Estate Planning Course. www.mdpacademy.com.
  • “Net Unrealized Appreciation” with Robert Keebler, AICPA Webcast.

FEATURED OR QUOTED

David has been featured or quoted in many media publications or forums including:

  • Money Matters Financial Network Radio, Nationally Syndicated
  • BCENTRAL Radio, Legal Steps A New Business Owner Needs To Take Before Opening Their Doors
  • One for the Money Radio
  • Common Ground, WZLX-FM Radio/Boston, MA
  • Microbusiness, KCEP-FM Radio/Las Vegas, NV
  • Wake Up Call, WFTW Radio/Pensacola, FL
  • WBZ News Radio/Boston, MA
  • AP Broadcast Radio, Nationally Syndicated
  • KFWB-AM Radio/Los Angeles, CA
  • First Biz Television Studio/New York
  • CABLETALK Radio Network, Nationally Syndicated
  • KUIK-AM Radio/Portland, Oregon
  • AM Chronicles Radio, Nationally Syndicated
  • Associated Press Radio
  • Working in Tandem, by Lynn Vincent, Advisortoday.com The Financial Planning Association’s News, May 2003
  • Fighting Family Feuds, CNN Money Online, www.money.cnn.com, May 17, 2002
  • 4 Steps to Legally Protect Your Startup, Michelle Collins for CanadaOne.com
  • Sunset Clause Is Bushwacking Estate Planning, By Karen Krebsbach, Bank Investment Marketing, September 2001
  • Let the Buyer Beware of One-Stop Shopping” Financial Times, August 30, 2001

LEGAL WRITER/EDITOR

  • “Charitable Trust Compendium” Denver: Esperti Peterson Institute, 1994.
  • “Joint Trusts are a Good Planning Tool for a Married Couple” Estate Planning, May/June 1993.
  • Generations: Planning Your Legacy. Denver: Esperti Peterson Institute, 1998.
  • Irrevocable Trusts: Analysis with Forms. Boston: Warren, Gorham & Lamont, 1998.
  • Wealth Enhancement & Preservation: Practical Answers from America&aposs Experts. Denver: Esperti Peterson Institute, 1994. 2d edition, 1996.
  • LEGACY:Plan, Protect & Preserve Your Estate. Denver: Esperti Peterson Institute, 1996.

PERSONAL
Married to Donna with two energetic and always curious daughters, Sarah Jayne and Samantha Emily.

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Joseph J. Strazzeri, Esquire

Attorney, Principal
The Law Firm of Strazzeri Mancini LLP
3636 Nobel Drive, Suite 450
San Diego, CA 92122
Telephone: (858) 200-1900
Facsimile: (858) 200-1920
www.strazzerimancini.com
jjs@strazzerimancini.com

PROFESSIONAL BACKGROUND & PERSONAL INFORMATION

PROFESSIONAL ACCREDITATION
Admitted to the California State Bar. Courts Admitted to: California Supreme Court United States District Court, Southern District of California.

EDUCATION
J.D., Western State University, San Diego, CA Undergraduate Study in Civil Engineering, Business Administration and Architecture at, respectively, Loyola Marymount University, Los Angeles, CA University of San Diego, San Diego, CA and New School of Architecture, San Diego, CA. A Fellow at the Esperti Peterson Institute and a Laureate in Wealth Strategies at the Southern California Institute.

MEMBERSHIPS
Wealth Counsel American Bar Association California State Bar Association San Diego County Bar Association Consumer Attorneys of San Diego Estate Planning, Trust & Probate Section of San Diego County Bar Association Planned Giving Round Table of San Diego National Committee on Planned Giving and Associate of the Offshore Institute.

POSITIONS
Principal and Founder, Strazzeri Mancini LLP, practicing in Estate Planning, Business Succession, Charitable Planning, Asset Protection and Retirement Issues Former Partner, Law Office of N. Munro Merrick Principal of The Founders Group, a Business Strategies Collaborative, Former Mediator for ARBITRATIONWORKS (A.W.), a California Dispute Resolution Corporation Level II Arbitrator for State of California, Department of Consumer Affairs, Contractor State License Board through A.W., Chair for the Sharp Healthcare Foundation Board of Directors, California B-licensed General Contractor and Real Estate Developer.

EDUCATOR
Approved provider for Continuing Education through the State of California Department of Insurance. Speaker for Continuing Education for financial professionals including Certified Public Accountants, Attorneys, Fiduciaries, and Financial Planners. Former Adjunct Faculty Member of the Estate and Wealth Strategies Institute at Michigan State University. Laureate in Wealth Strategies at the Laureate Center for Wealth Advisors, and a Fellow at the Southern California Institute. 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

BOOKS:

  • Co-author, “Generations & Planning Your Legacy,” 1999
  • Co-author, “Strictly Business – Planning Strategies for Privately Owned Businesses,” 2002
  • Co-author, “Giving – Philanthropy for Everyone.”
  • Co-author, “For California Doctors – A Guide to Asset Protection, Tax and Estate Planning,” 2009
  • Co-author, “Business Succession Planning – Strategies for California Estate Planners and Business Attorneys,” CEB 2010
  • 2002 Course Manuals for State of California Department of Insurance for approved Continuing Education: Trust Fiduciaries Basic Estate Planning Family Limited Partnerships Advanced Estate Planning, Charitable Remainder Trusts and Asset Protection – Offshore Planning.
  • Course materials on Irrevocable Life Insurance Trusts for the Academy of Multidisciplinary Practice, accredited by the Estate and Wealth Strategies Institute at Michigan State University.

COMMUNITY SERVICE
Former and/or present member, Board of Directors for Charities such as: The Coming Together Foundation Army-Navy Academy ANA Alumni Association and Sharp Healthcare Foundation.

PERSONAL
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.

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Stephen J. Mancini, Esquire

Attorney, Principal
The Law Firm of Strazzeri Mancini LLP
3636 Nobel Drive, Suite 450
San Diego, CA 92122
Telephone: (858) 200-1900
Facsimile: (858) 200-1920
www.strazzerimancini.com
sjm@strazzerimancini.com

PROFESSIONAL BACKGROUND & PERSONAL INFORMATION

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.

EDUCATION
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).

MEMBERSHIPS
Wealth Counsel American Bar Association California State Bar Association San Diego County Bar Association Estate Planning, Trust and Probate Section and Esperti Peterson Institute.

POSITIONS
Former Partner Stacer & Mancini. Principal of the Founders Group, 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.

EDUCATOR
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.

PUBLICATIONS

BOOKS:

  • 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
  • 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 and President of the Lions Club.

PERSONAL
Happily married to Carol Mancini since 1972. Veteran of the Vietnam War, 1968-1972. Honorably discharged from the U. S. Navy in 1972. In his free time, Steve enjoys fly fishing and other outdoor activities.

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