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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.
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
Certifications
Memberships
Articles & Presentations
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 and updated in April 2011.
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).
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.
Florida Trust Code Legislative Update: The Siesta Key Gathering 2009 – May 2009 in Sarasota, Florida.
Estate Planning Opportunities in Turbulent Times: Pension Investors Corporation Annual CPE Seminar for CPAs – June 2009 in Orlando, Florida.
Estate Planning for Family Business Owners: Financial Planning Association of Central Florida – September 2009 in Orlando, Florida.
Recent Developments in Planning With Life Insurance: NAIFA Central Florida – February 2010 in Orlando, Florida.
Advanced Planning With Domestic Asset Protection Trusts: The Siesta Key Gathering 2010 – April 2010 in Sarasota, Florida.
Improve Your Practice by Adding Business Succession Planning Services: WealthCounsel 2010 Planning for the Generations – August 2010 in Chicago, Illinois.
Planning For Physicians: WealthCounsel 2010 Planning for the Generations – August 2010 in Chicago, Illinois.
Asset Protection in Florida: The Olmstead Case, Florida LLCs and More: Central Florida Forum of Estate Planning Attorneys – December 2010 in Orlando, Florida.
Successful Asset Protection Case Designs, Strategies and Tools: Ohio Forum of Estate Planning Attorneys – February 2011 in Columbus, Ohio.
Grantor Trusts: Widely used and Widely Misunderstood: Central Florida Chapter of Florida Institute of Certified Public Accountants – September 2011 in Winter Park, Florida.
Latest Developments in Asset Protection Planning with Florida LLCs and Non-Florida Alternatives: Annual Joint Meeting of the Central Florida and South Florida Forums of Estate Planning Attorneys – September 2011 in Orlando, Florida.
Maximizing the Effectiveness of Planning with Florida Irrevocable Trusts: Central Florida Forum of Estate Planning Attorneys – April 2012 in Orlando, Florida.
New Parent Type F Reorganization: WealthCounsel 2012 Planning for the Generations – July 2012 in Denver, Colorado.
Captive Insurance Planning For Small And Mid-Size Businesses: WealthCounsel 2012 Planning for the Generations – July 2012 in Denver, Colorado.
Cracking the Income Tax Code for LLCs and Trusts: The Advisors Forum CPE Series for CPAs -August 2012 Webinar.
Preparing and Planning for the 3.8% Medicare Surtax on Investment Income and .9% Payroll Tax on Earned Income: Financial Planning Association of Central Florida Annual Symposium – January 2013 in Orlando, Florida.
Improve Your Practice by Adding Business Succession Planning Services: Central Florida Forum of Estate Planning Attorneys – February 2013 in Orlando, Florida.
Business Succession Planning for Accounting Firms: Florida Society of Enrolled Agents – August 2015 in Orlando, Florida.
Update on Asset Protection Planning for Florida Residents: Florida Forum of Estate Planning Attorneys – July 2016 in Sarasota, Florida.
Business Transition Planning Seminar for Trusted Advisors: Commercial Finance Association Orlando Chapter – August 2016 in Orlando, Florida. Panel discussion along with Chuck Owston and Catherine McKenna.
Asset Protection Planning: WealthCounsel’s 2016 Symposium – October 2016 in Reston, Virginia. Panel discussion along with Jonathan Mintz, Carl Waldman and Gideon Rothschild.
Estate Planning in Uncertain Times: Financial Planning Association of Central Florida Annual Symposium – January 2017 in Orlando, Florida.
Business Asset Protection Planning and Tax Structuring: Pension Investors Corporation Annual CPE Seminar – June 2017 in Altamonte Springs, Florida.
James J. Flick
James M. Flick
Attorney
Andrew G. Storie
Maura G. Flick
Office Manager
Jason Beebe
Legal Assistant
Mary Beth Figueroa
Meghan A. Collins
Client Programs Manager
Lora Espinet
Receptionist