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James Flick
also known as James J. Flick
About James
Biography
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.
Practice Areas
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Florida for 42 years
State: Florida
Acquired: 1983
No misconduct found
Location
Flick Law Group, P.L.
3700 S Conway Rd Ste 100, Orlando, FL, 328127662
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James Flick's Reviews
Avvo Review Score
1 Client Review
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Practice Areas
What Clients Mention
Showing 1 - 1 of 1 review
Posted by Gary | October 08, 2015 | Hired Attorney | Tax
Excellent Personal Service
I hired Jim back in 2001 after he was referred to me by a long time friend and investor. Over the years he has provided me and my family with excellent professional advise. I would highly recommend Jim and his family to anyone needing estate and tax planning work.
James Flick's Lawyer Endorsements
"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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Experience
Work Experience
2011 - Present
Owner, Attorney, Flick Law Group, P.L.
1993 - 2011
Owner, Attorney, Law Office of James J. Flick, P.L.
Associations
The Florida Bar Asset Preservation Committee
Florida Bar, Real Property, Probate and Trust Law Section
Florida Bar, Tax Section
Central Florida Estate Planning Council
Financial Planning Association
President
WealthCounsel, LLC (a national association of estate planning attorneys)
The Esperti Peterson Institute for Global Wealth Planning
Education
1981
The Florida State University College of Law
JD - Juris Doctor
1978
Sacred Heart University
Bachelors of Science
Speaking Engagements
2004
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"
2003
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"
2001
Annual CPE Seminar for CPAs
"Asset Protection Planning for Florida Physicians and Medical Practices" and "Tax Filing Requirements for Foreign Asset Protection Trusts"
2000
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"
1999
Association of Physicians and Dentists of South Asia
"Asset Protection Planning for Doctors and Their Practices"
1998
Annual CPE Seminar for CPAs
"Asset Protection Planning for Florida Residents"
1997
Annual CPE Seminar for CPAs
"Asset Protection Planning in Florida"
Publications
2008
Southeast Wealth Management Business
"Asset Protection Planning: What Every Advisor Needs to Know"
2008
"Asset Protection in Florida": Florida Bar CLE Publication
Co-author of chapter, "Offshore Asset Protection Trusts"
2006
Leimberg Information Services
Co-author of "UTC Section 505(b) - Withdrawal Rights May Expose Trust Assets to Beneficiaries' Creditors"
Languages
English