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Jerrold E. Slutzky, J.D., CFP® is a Florida-licensed Attorney at Law and owner of The Slutzky Law Firm, which focuses primarily on Estate Planning Services (wills, trusts, durable powers of attorney, health care surrogate designations, living wills, probate, etc.) and Small Business Legal Services (start-ups, buy-sell agreements, drafting of legal documents, contract negotiations, succession planning, and general business law, counseling, and advice.
Mr. Slutzky received a Bachelors of Science Degree in Finance from the University of Illinois (Champaign/Urbana), and a Juris Doctor Degree in Law from the John Marshall Law School in Chicago, Illinois. In 1977, Jerry obtained his Illinois law license and opened his own law firm in Chicago, which focused on small business law and family financial matters such as estate, retirement, and tax planning, as well as many other areas of the law.
In 1988, he and his family decided to move away from the Chicago winters to the Florida sunshine. He placed his Illinois law license on inactive status, and pursued a career in the financial services industry in Tampa for over 20 years, and in that capacity, he obtained his Series 7 (General Securities), Series 63 (Uniform State Exam), Series 65 (Investment Advisor Representative), and Florida insurance licenses (Life, Variable Life, and Health). In addition, in 1999, Jerry obtained his designation as a Certified Financial PlannerTM.
Although he had previously retired from the practice of law in Illinois, he yearned to be able to use all of his knowledge and experience, both in legal as well as financial matters to better serve the needs of his clients.
Inspired by his father, who practiced law until he was 96 years of age, Jerry decided to study for and take the Florida Bar examination, obtain his Florida law license and resume the practice of law, and was successful in doing so. He limits his legal practice to matters pertaining to estate planning, probate, small business law, and general legal counsel and advice.
In addition, with the combination of over 47 years experience in the legal and investment arenas, he also serves as an arbitrator in adjudicating investor disputes before the Financial Industry Regulatory Authority (FINRA), the largest independent regulator for all securities firms doing business in the United States
When not in the office or out giving educational lectures, Jerry is an active supporter of community theater in the Tampa Bay area, and can often be found performing on stage in one Broadway musical or another or spinning his wife, Dr. Helen Techler, around the ballroom dance floor. It has been said that “every lawyer is a frustrated actor,” and Jerry’s avocation lends credence to that statement. If you belong to an organization which would like Jerry to provide an interesting, entertaining, and extremely informative educational lecture, please call him or send him a note.
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State: Florida
Acquired: 2012
No misconduct found
State: Illinois
Acquired: 1977
No misconduct found
20719 Sterlington Drive, Suite 103, Land O Lakes, FL, 34638
SlutzkyLawFirm.comFax
853 Main Street, Suite A, Safety Harbor, FL, 34695
SlutzkyLawFirm.comShowing 1 - 5 of 7 reviews | Trusts
Posted by anonymous | May 13, 2024 | Hired Attorney | Trusts
Detailed Detailed Detailed!
Jerry recently prepared a prenuptial agreement and created a trust and all other needed documents for me. He thought of everything and followed through after the fact with providing detailed information for keeping excellent records for myself and my loved ones when am unable to care for myself or p...
Posted by anonymous | May 08, 2024 | Hired Attorney | Trusts
Appreciation for outstanding work
Today was the second time I’ve had the opportunity to deal with Jerrys Firm. I can’t convey how professional and thorough this man is. He handled my will, my living will and set up a trust fund for me and my Wife so now I never have to worry about generational wealth going through probate! In my op...
Posted by Judy | December 07, 2022 | Hired Attorney | Trusts
Excellent & kind
I and my family can't say enough good things about Jerry! His help with my 94 yr. old father's estate planning was invaluable but beyond his expertise is his humanity and kindness. As we navigate this confusing and often daunting phase of our lives Jerry has been a beacon. From jumping in to assist w...
Posted by Joy | July 18, 2022 | Hired Attorney | Trusts
Super Lawyer
I needed to do a revocable trust and went online looking for estate attorneys near me. Saw Jerry's 5-star rating and called him. So happy I made that call. He did an excellent job putting together a trust reflecting all I wanted. Jerry is easy to work with and available when you need to talk with ...
Posted by Heidi | December 01, 2021 | Hired Attorney | Trusts
Estate planning and trust
Mr. Slutzky was the absolute most thorough attorney I’ve ever worked with. He explained every detail of the estate and trust making process. There was no stone unturned in making sure we were well informed and had all the information we needed in making our estate trust.
"I highly recommend Jerry Slutzky for estate planning. His expertise and dedication to legal profession makes him a trusted professional. If you're looking for knowledgeable and compassionate legal guidance to service estate planning needs in Safety Harbor and beyond, Jerry is an excellent choice."
"Jerry is an excellent lawyer and the ultimate professional. I highly recommend him to my clients that need Estate Planning services."
"Jerry is knowledgeable and very friendly, a true pleasure to work with."
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2022
45th Anniversary, Martindale-Hubbell
2012 - Present
Owner, Slutzky Law Firm
2009 - 2024
President, Tampa Bay Wealth Advisory Services
2005 - 2009
VP - Financial Advisor, Bank of America Investment Services
1996 - 2005
VP - Financial Advisor, Ubs Financial Services, Inc.
1988 - 1996
VP - Financial ADvisor, Smith Barney
1977 - 1988
Owner, Jerrold E. Slutzky & Associates
2014 - Present
Pinellas County Estate Planning CouncilMember
2012 - Present
Florida BarMember
2012 - Present
American Bar AssociationMember
2012 - Present
Safety Harbor Chamber of CommerceMember
2009 - Present
Clearwater Bar AssociationMember
1977
JD - Juris Doctor
1974
Bachelor of Science - Finance
English