Background & Credentials for James J. Flick

    James J. Flick is an attorney, chartered life underwriter, chartered financial consultant, and former certified public accountant, with a law practice concentrating in the areas of estate planning and asset protection planning, compensation planning, and tax and business planning for physicians, business owners, professionals, and high net worth individuals.

    Mr. Flick is certified as a specialist in Wills, Trusts and Estates law by the Florida Bar's Board of Legal Specialization and Education. Currently, there are only approximately 375 Florida attorneys with this certification. Each certified attorney has successfully completed peer review, satisfied increased continuing legal education requirements, and has passed a rigorous written examination demonstrating special knowledge, skills, and proficiency in the field of wills, trusts and estates law.

    Prior to opening his law practice in 1993, Mr. Flick worked as a certified public accountant for twelve years. For eight of these years he worked as a tax specialist with "Big Six" international accounting firms. The remaining four years, he operated his own accounting firm specializing in tax and business planning for privately owned businesses.

    Mr. Flick uses his unique educational and professional background to provide his clients with complete planning that considers the overall financial and tax impact of issues, in addition to focusing on the legal aspect of those issues and their resolution. Also, his training in accounting, insurance, and financial planning enables him to more effectively communicate with clients and their professional advisors.

Education:
  • J.D. - Florida State University College of Law, June, 1981.
  • B.S. - Accounting: Sacred Heart University, June, 1978.

Certifications:

  • Florida Bar - June, 1983
  • Certified Public Accountant: Florida - October, 1984 through July, 1999. Chartered Life Underwriter - October, 1986. Chartered Financial Consultant - October, 1986. Advanced Wealth Strategist Planner - May, 2001.
  • Memberships:The Esperti Peterson Institute for Global Wealth Planning
Memberships:
  • The Florida Bar Asset Preservation Committee
  • Real Property, Probate & Trust Law Section of the Florida Bar
  • Tax Section of the Florida Bar
  • Central Florida Estate Planning Council
  • WealthCounsel, LLC (a national association of estate planning attorneys)
Articles & Publications:
  • "UTC Section 505(b) - Withdrawal Rights May Expose Trust Assets to Beneficiaries' Creditors" Leimberg Information Services. Co-author. November, 2006.
  • "Asset Protection in Florida": Florida Bar CLE Publication. Co-author of chapter, "Offshore Asset Protection Trusts" - June, 2008.
  • "Asset Protection Planning: What Every Advisor Needs to Know": Southeast Wealth Management Business. Feature article - August, 2008 (reprinted in the Midwest, Northeast, Texas and Western editions).
Presentations:
  • "Asset Protection Planning in Florida": Pension Investors Corporation Annual CPE Seminar for CPAs - January, 1997.
  • "Asset Protection Planning for Florida Residents": Pension Investors Corporation Annual CPE Seminar for CPAs - May, 1998.
  • "Asset Protection Planning for Doctors and Their Practices": Association of Physicians and Dentists of South Asia - May, 1999.
  • "Estate Planning for Qualified Retirement Plan and IRA Benefits Payable to Trusts" and "An Update on Wealth Protection and Deferred Compensation Techniques": Pension Investors Corporation Annual CPE Seminar for CPAs - June, 2000.
  • "Asset Protection Planning for Florida Physicians and Medical Practices" and "Tax Filing Requirements for Foreign Asset Protection Trusts": Pension Investors Corporation Annual CPE Seminar for CPAs - June, 2001.
  • "Estate Planning for Family Business Owners": National Network of Estate Planning Attorneys 31st Semi-Annual Collegium - May, 2003.
  • "Florida Intangible Tax and the 'FLITE Trust'": National Network of Estate Planning Attorneys 31st Semi-Annual Colleguim - May, 2003.
  • "Asset Protection Planning for Florida Residents": Florida Forum of Estate Planning Attorneys - August, 2003.
  • "Taking Care of Business: Asset Protection and the Law": Florida Surgical Society 2003 Annual Meeting - July, 2003.
  • "Asset Protection Planning for Florida Physicians and Medical Practices": Pension Investors Corporation Annual CPE Seminar for CPAs - July, 2003.
  • "Estate Planning for Family Business Owners": Pension Investors Corporation Annual CPE Seminar for CPAs - June, 2004.
  • "Asset Protection Planning in Florida: Recent Developments": Florida Forum of Estate Planning Attorneys - August, 2004.
  • "Using Private Annuities for Income Tax Planning and Estate Planning": Orlando Forum of Estate Planning Attorneys - September, 2004.
  • "Asset Protection Planning for Physicians and Medical Practices": WealthCounsel Fall 2004 Conference - October, 2004.
  • "Asset Protection Planning for Florida Physicians and Medical Practices": Florida Well Care Alliance - October, 2004.
  • "The Effective Use of Joint Trusts in Estate Planning": Orlando Forum of Estate Planning Attorneys - January, 2005.
  • "Everything You Wanted to Know About Homestead (And you thought the tax code was complicated!)": Florida Forum of Estate Planning Attorneys - April, 2005 in Sarasota, FL.
  • "Using Private Annuities to Sell Appreciated Assets": WealthCounsel 2005 National Conference - May, 2005 in Scottsdale, AZ.
  • "Business Exit Planning - Planning for the Successful Transition of Privately Owned Businesses": Pension Investors Corporation Annual CPE Seminar for CPAs - June, 2005 in Orlando, FL.
  • "Using Private Annuities to Sell Appreciated Assets": Business Enterprise Institute's Annual Exit Planning Conference - August, 2005 in Denver, CO.
  • "A Practical Guide to Estate and Business Planning for Physicians": WealthCounsel two day workshop - March, 2006 in Orlando, FL.
  • "The Impact of the 2005 Federal Bankruptcy Act on Wealth Preservation Planning in Florida": Florida Forum of Estate Planning Attorneys - April, 2006 in Sarasota, FL.
  • "Sophisticated Planning for IRAs & Other Qualified Plans": Pension Investors Corporation Annual CPE Seminar for CPAs - June, 2006 in Orlando, FL.
  • "The New Florida Trust Code Serious Asset Protection Concerns": Florida Forum of Estate Planning Attorneys - May, 2007 in Sarasota, FL.
  • "Advanced Succession Planning Techniques for Business Owners": The National Institute of Pension Administrators 2008 Business Management Conference - January, 2008 in Paradise Valley, Arizona.
  • "Exciting Developments in Buy-Sell Funding With Life Insurance": Society of FSP and WealthCounsel Advisors Forum Joint Web Conference-April, 2008.
  • "Advanced Planning Techniques for the Business Owner's Exit Strategy": - MassMutual 2008 TPA Conference - May, 2008 in Palm Beach Gardens, Florida.
  • "The Florida Trust Code - One Year Later": Florida Forum of Estate Planning Attorneys- April, 2008 in Sarasota, Florida.
  • "Estate Planning for Florida Business Owners": A full day program covering Counsel Oriented Estate Planning, Asset Protection Planning for Business Owners, A Multi-step Approach to Estate Planning for Business Owners, and Business Exit Planning. Lorman Education Services - June, 2008 in Orlando, Florida (repeated in July, 2008 in Tampa, Florida).
  • "Personal Asset Protection Planning": Business Enterprises Institute Webconference - July, 2008.
  • "Asset Protection Planning for Business Owners": Central Florida Chapter of FPA - September, 2008 in Lake Mary, Florida.
  • "Asset Protection in Florida": Florida Bar Seminar - November, 2008 in Tampa, Florida.