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James Flick

James Flick

also known as James J. Flick

Practice areas:

Estate Planning, Business

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About Me

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.

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Practice Areas

Licensed since 1983

  1. Estate Planning: 40%
  2. Business: 30%

Payment

Payment Types:

Check

Attorney Endorsements

1 total

  • Lynn M. Richardson

    I referred clients to Mr. Flick. He was courteous, attentive, and helpful. I've also had several occasions to hear him speak on advanced planning for business owner. This man is extremely knowledgeable. Best of all he clearly explains complicated concepts so that even a layman can understand his points. I highly recommend him.

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    Lynn Richardson Elder Law Attorney
    Relationship: Worked together on matter

Contact Info

Flick Law Group, P.L.

3700 S Conway Rd Ste 100
Orlando, FL, 328127662

Resume

License
StateStatusAcquiredUpdated
FLMember in Good Standing198305/07/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Work Experience
TitleCompany NameDuration
Owner, AttorneyFlick Law Group, P.L.2011 - Present
Owner, AttorneyLaw Office of James J. Flick, P.L.1993 - 2011

Associations
Association NamePosition NameDuration
The Florida Bar Asset Preservation CommitteeN/AN/A
Florida Bar, Real Property, Probate and Trust Law SectionN/AN/A
Florida Bar, Tax SectionN/AN/A
Central Florida Estate Planning CouncilN/AN/A
Financial Planning AssociationPresidentN/A
WealthCounsel, LLC (a national association of estate planning attorneys)N/AN/A
The Esperti Peterson Institute for Global Wealth PlanningN/AN/A

Publications
Publication NameTitleDate
Southeast Wealth Management Business"Asset Protection Planning: What Every Advisor Needs to Know"2008
"Asset Protection in Florida": Florida Bar CLE PublicationCo-author of chapter, "Offshore Asset Protection Trusts"2008
Leimberg Information ServicesCo-author of "UTC Section 505(b) - Withdrawal Rights May Expose Trust Assets to Beneficiaries' Creditors"2006

Education
School NameMajorDegreeGraduated
The Florida State University College of LawLawJD - Juris Doctor1981
Sacred Heart UniversityAccountingBachelors of Science1978

Speaking Engagements
Conference NameTitleDate
Orlando Forum of Estate Planning Attorneys"Using Private Annuities for Income Tax Planning and Estate Planning"2004
Florida Forum of Estate Planning Attorneys"Asset Protection Planning in Florida: Recent Developments"2004
Fall 2004 Conference"Asset Protection Planning for Physicians and Medical Practices"2004
Annual CPE Seminar for CPAs"Estate Planning for Family Business Owners"2004
Florida Forum of Estate Planning Attorneys"Asset Protection Planning for Florida Residents"2003
Annual CPE Seminar for CPAs"Asset Protection Planning for Florida Physicians and Medical Practices"2003
31st Semi-Annual Colleguim"Florida Intangible Tax and the 'FLITE Trust'"2003
31st Semi-Annual Collegium"Estate Planning for Family Business Owners"2003
2003 Annual Meeting"Taking Care of Business: Asset Protection and the Law"2003
Annual CPE Seminar for CPAs"Asset Protection Planning for Florida Physicians and Medical Practices" and "Tax Filing Requirements for Foreign Asset Protection Trusts"2001
Annual CPE Seminar for CPAs"Estate Planning for Qualified Retirement Plan and IRA Benefits Payable to Trusts" and "An Update on Wealth Protection and Deferred Compensation Techniques"2000
Association of Physicians and Dentists of South Asia"Asset Protection Planning for Doctors and Their Practices"1999
Annual CPE Seminar for CPAs"Asset Protection Planning for Florida Residents"1998
Annual CPE Seminar for CPAs"Asset Protection Planning in Florida"1997