Orlando, FL estates & probate attorney Jim Flick discusses the most rewarding aspect of his practice and his background & experience. He notes that his practice focuses on estate planning and business planning, allowing him to work closely with clients to address their concerns and plan for their families. Clients often come to him with issues that cause them worry, and he works systematically to resolve these matters, providing comfort and reassurance. He finds this work personally rewarding, noting that unlike his earlier experience preparing tax returns as an accountant, estate and business planning allow him to make a tangible, positive impact on people’s lives. Over the years, he has had clients and their family members return to confirm that the planning done at various stages of their lives had a lasting, beneficial effect.

He describes his background as diverse and well-rounded. He earned an undergraduate degree in accounting before attending law school, initially uncertain whether he wanted to pursue accounting. After law school, he joined one of the large international accounting firms, gaining extensive training not only in tax but in overall business planning over eight years. Toward the end of that period, he received training in financial planning, earning the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations, which broadened his expertise beyond traditional accounting.

He later operated his own CPA firm for five years, working with business owners to form businesses and navigate the challenges of growth. Transitioning into law, he joined a national network of estate planning attorneys, which provided practical education not typically offered through bar associations. He also became board-certified as a specialist in Wills, Trusts, and Estates through the Florida Bar, maintaining this certification for 24 years and gaining advanced knowledge in estate tax planning.

This diverse training allows him to provide comprehensive planning, combining legal, tax, and financial strategies to best serve his clients.