Meet Our Team

Lifeboat Team

James J. Flick

James J. Flick,

James J. Flick is manager of Lifeboat Trust Services. He is a practicing attorney, a chartered life underwriter, a chartered financial consultant, and a former certified public accountant. His law practice 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.

Mr. Flick 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, Mr. Flick 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.

Mr. Flick 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
Articles & Presentations
Education

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)

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.

Education:

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

James M. Flick

James M. Flick,

James M. Flick is a manager for Lifeboat Trust Services, a trust service company that serves as trust protector or distribution adviser to protect and ensure our clients' trusts are administered as intended. James’ experience designing, implementing, administering, and litigating advanced trust and asset protection structures makes him uniquely equipped to provide the best trust counsel.

James obtained his Bachelor of Science in Business Administration from the University of Central Florida in 2008; he then earned his Juris Doctor degree from the Barry University Dwayne O. Andreas School of Law while interning for Flick Law Group, P.L. He has been practicing law since becoming licensed in 2011. James is also a REALTOR® and long-time resident of Orlando, Florida.

Education
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

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

Brendan J. Flick

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

Brendan J. Flick,

Brendan J. Flick is a manager for Lifeboat Trust Services. 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 Lifeboat Trust Services. When you call us for information or appointment scheduling, Kayleigh is the one to assist you. If the phone...

Kayleigh O. Flick,

Kayleigh O. Flick serves as Office Manager and Bookkeeper for Lifeboat Trust Services. 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
Certifications & Memberships

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.

About Lifeboat

We provide Trust Protector and Distribution Adviser services that ensure your trust can weather whatever storm the future brings.

Lifeboat Trust Services was founded by experienced practicing estate planning attorneys to provide a solution to the dilemma of finding qualified professionals to serve in these important trust roles. By using Lifeboat Trust Services, you accomplish this and free up trusted individuals you’d prefer serve in other roles.

We bring to you the advantage of our legal knowledge and experience. In the past ten years alone our attorneys have drafted, funded, and maintained over one hundred complex irrevocable trusts. This includes working with clients to negotiate settlements with creditors, and working with litigation counsel to see clients through challenging law suits. By serving you we provide your trust with the flexibility to deal with unforeseeable changes in the law and in your life.

You can rely on Lifeboat Trust Services to protect you and your beneficiaries and ensure that your trust is administered as intended.

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Meet Our Team

Lifeboat Team

James J. Flick

James M. Flick

Brendan J. Flick

Kayleigh O. Flick

About Lifeboat

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