Our Team

James J. Flick

James J. Flick is founding attorney of Florida Probates. In addition, Jim is a chartered life underwriter, a chartered financial consultant, and a former certified public accountant. He...

James J. Flick,

James J. Flick is founding attorney of Florida Probates. In addition, Jim is a chartered life underwriter, a chartered financial consultant, and a former certified public accountant. He concentrates on 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.

Jim is a certified specialist in wills, trusts, and estate law by the Florida Bar’s Board of Legal Specialization and Education. Currently, there are only approximately 375 Florida attorneys with this certification. Each certified attorney has successfully completed peer review, satisfied increased continuing legal education requirements, and passed a rigorous written examination demonstrating special knowledge, skills, and proficiency in the field of wills, trusts and estates law.

Prior to opening his law practice in 1993, he worked as a certified public accountant for twelve years. For eight of those years, he worked as a tax specialist with “Big Six” international accounting firms. During the remaining four years, he operated his own accounting firm specializing in tax and business planning for privately owned businesses.

Jim uses his unique educational and professional background to offer his clients holistic planning that considers the overall financial and tax impact of issues, in addition to focusing on the legal aspect of those issues and achieving resolution. Additionally, his training in accounting, insurance, and financial planning enables him to more effectively communicate with clients and their professional advisors.

Certifications & Memberships
Education
Publications & Presentations

Certifications:

Florida Bar – June, 1983
Certified Public Accountant: Florida – October, 1984 through July, 1999
Chartered Life Underwriter – October, 1986
Chartered Financial Consultant – October, 1986
Advanced Wealth Strategist Planner – May, 2001

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)

J.D. – Florida State University College of Law, June, 1981.
B.S. – Accounting: Sacred Heart University, June, 1978.

“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).
“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.

James M. Flick

James M. Flick is a founding attorney of Florida Probates, P.L. Florida Probates was founded with the goal of providing the best probate, trust, and guardianship administration services...

James M. Flick,

James M. Flick is a founding attorney of Florida Probates, P.L. Florida Probates was founded with the goal of providing the best probate, trust, and guardianship administration services at affordable prices.

James has a decade of experience focused on trusts, estates, and guardianships. James’ experience designing, implementing, and administering advanced estate planning and asset protection structures makes him uniquely equipped to provide the best counsel on your probate, trust, or guardianship.

James is Orlando born and raised. When he’s not working, the bulk of his time is spent with his two little girls. He also enjoys spending time with family, friends, and working on his fitness.

Education & Licenses
Associations & Memberships
Work Experience

Education:

J.D. – Barry University Dwayne O. Andreas School of Law, May, 2011
B.S. – University of Central Florida, May, 2008

Licenses:

Realtor®
Series 65, Uniform Investment Adviser

Associations & Memberships:

Florida Bar Association
United States Tax Court
American Bar Association
Florida Bar Real Property Probate and Trust Law Section
Orange County Bar Association
WealthCounsel
ElderCounsel
Florida Realtors®
National Association of Realtors®

Work Experience:

Flick Law Group, P.L: 2011 to Present
Florida Probates, P.L.: 2020 to Present

Brendan J. Flick

Brendan J. Flick is a manager for Florida Probates. Brendan obtained his Bachelor of Arts in Human Factors Psychology from the University of South Florida in 2012. He...

Brendan J. Flick,

Brendan J. Flick is a manager for Florida Probates. Brendan obtained his Bachelor of Arts in Human Factors Psychology from the University of South Florida in 2012. He has been a financial adviser since 2012 and has worked as a paralegal for Flick Law Group P.L. since 2007. His college studies provided him with a strong background in research and statistics. His time with the law firm equips him with first-hand knowledge and experience solving complicated estate, business, and tax planning issues.

Since beginning his career as a financial planner, his focus has been providing comprehensive wealth management to successful business owners and high net worth individuals in the Central Florida area. Through working specifically with business owners and high net worth individuals, he has a unique breadth of experience investing and managing assets within complex asset protection structures.

He also has experience providing planning, funding, and management for clients whose assets range from typical term and whole life insurance, individual IRAs, and employer 401ks to those with complex multi-million-dollar structures, including holding companies, ILITs, and dynasty trusts (both domestic and offshore).

Education

Education:

B.A. – Psychology: University of South Florida, 2012
Series 7, General Securities Representative Examination
Series 65, Uniform Investment Adviser Law Examination

Kayleigh O. Flick

Kayleigh O. Flick serves as Office Manager and Bookkeeper for Florida Probates. When you call us for information or appointment scheduling, Kayleigh is the one to assist you....

Kayleigh O. Flick,

Kayleigh O. Flick serves as Office Manager and Bookkeeper for Florida Probates. When you call us for information or appointment scheduling, Kayleigh is the one to assist you. If the phone does happen to be answered by another team member, you will be directed to Kayleigh. If Kayleigh is not available at that time, she will call back to address your scheduling issues or assist new clients with preparing for and scheduling their first meeting. Kayleigh also manages our bookkeeping.

Education
Work Experience

A.A.S. Culinary Arts, Le Cordon Bleu
A.A. and Business Certificate, Valencia College
A.S. Paralegal Studies, Valencia College (currently pursuing)

Assistant Office Manager; Bookkeeper
Flick Law Group, P.L.
August 2017 to Present

Issues and tracks invoices and drafts and files court documents such as accountings for probates and guardianships. Assists attorneys with estate and trust administration, monitors estate planning process, provides information to new clients, schedules appointments, and answers phones.

Jennifer Boehmer

Jennifer Boehmer serves as a Paralegal for Florida Probates. Jennifer assists the team by ensuring the Probate process is on course and being executed. She has over 20...

Jennifer Boehmer, Paralegal

Jennifer Boehmer serves as a Paralegal for Florida Probates. Jennifer assists the team by ensuring the Probate process is on course and being executed. She has over 20 years of experience working with various Law Offices in the State of Florida along with serving as an assistant to the Eighteenth Judicial Circuit Court Judge Charles G. Crawford from 2007-2010. Jennifer is dedicated to providing a professional and confidential experience to our clientele under high-pressure situations.

Education
Work Experience

Paralegal Studies, Brevard Community College

Law Office of Brian S. Steinberger- Secretary/Legal Assistant (2000-2002)
Law Office of Charles G. Crawford- Legal Assistant (2002-2006)
State of Florida, Eighteenth Judicial Circuit- Judicial Assistant to Circuit Court Judge Charles G. Crawford (2007-2010)
Law Office of Billy M. Thomas- Paralegal (2010-2015)
Richard W. Austin, Esquire- Paralegal (2015-2017)
Beau Powell, P.A.- Paralegal (2018-2020)

About Florida Probates

Florida Probates was founded by experienced practicing estate planning attorneys to provide a solution to the dilemma of finding qualified professionals to navigate clients through the complex Florida probate process. We bring to you the advantage of our legal knowledge and experience along with our organized and effective systems.

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Our probate attorneys serve the entire state of Florida.

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Contact Us

3700 S Conway Rd, Ste 212, Orlando, FL 32812 contact@floridaprobates.com (407) 412-9256

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