Certifications:

• Florida Bar – June, 1983
• Certified Public Accountant: Florida – October, 1984 through July, 1999
• Chartered Life Underwriter – October, 1986
• Chartered Financial Consultant – October, 1986

Memberships:

• The Esperti Peterson Institute for Global Wealth Planning
• 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:

• “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.

Associations & Memberships:

• Florida Bar Association
• Orange County Bar Association
• WealthCounsel
• Florida Realtors®
• National Association of Realtors®

Work Experience:

• Attorney, Flick Law Group, P.L: September, 2011 to Present

Flick Law Group, P.L.
January 1, 2011 to Present
Client Programs Manager
Manage and develop Company Maintenance Program, develop and co-manage marketing strategy and campaigns, draft estate planning and business planning documents for attorneys, assemble client record books, update firm’s website, answer phones.

Law Office of James J. Flick, P.L.
December 2004, to December 31, 2010
Legal Assistant
Drafted estate planning and business planning documents for attorneys, assembled client record books, developed and managed firm’s Corporate Shield program, developed and ran trial of CARE program for estate planning clients (formerly known as the ARMS program), updated firm’s website, answered phones, booked appointments.

University Writing Center (University of Central Florida)
January 2004-December 2004
Writing Consultant
Assisted undergraduate and graduate students plan, research, write, and revise research papers, lab reports, novels, theses, and dissertations. Other responsibilities included attending ongoing training and submitting articles on writing and related topics, setting appointments, answering phones, answering emails, and filing student paperwork.

• Girl Scouts of America Co-Leader of Troop #74, October 2015-Present
• Cornerstone Charter Academy PTSA Member, August 2015-Present
• Cornerstone Charter Academy PTSA Father/Daughter Dance Committee Member, Spring 2016-Spring 2017
• Cornerstone Charter Academy PTSA Homecoming Committee Member, Fall 2016
• Parents of Preschoolers (POPS) Member, August 2012-Present
• POPS Fall Festival Committee Member, Fall 2014
• POPS Fall Festival Chair of Committee, Fall 2015-2016
• POPS Field Day Chair of Committee, Spring 2015-Spring 2017