Who We Serve
We Protect a Variety of Clients in Different Industries & Scenarios
Business Sellers & Brokers
We provide customized services that ensure a smooth transition for business sellers and brokers to safeguard valuable assets while maximizing their financial benefits.
Lifeboat is uniquely qualified to properly structure the sale of your business to legally defer capital gains and help you maintain family wealth.
Tax Accountants & CPAs
We have over 35 years of experience with complex trusts to ensure tax efficiency, expert management, and beneficiary protection. Our team of specialized experts are able to adjust trusts to accommodate changing laws and circumstances and prioritizes the intent of your trust while maintaining privacy and confidentiality.
Financial Advisors
Our legal team oversees intricate trust matters, including financial management, adapting trusts to changing conditions, resolving conflicts, and protecting the interests of beneficiaries.
We can reduce risks, manage assets, and navigate complexities for optimal trust performance, aligning with an advisor’s strategic financial planning.
Real Estate Sellers & Brokers
Our Deferred Sales Trust (DST) experts work with real estate sellers and brokers to assist in structuring complex transactions. We can ensure the proper management of assets, address legal intricacies, and safeguard the interest of all parties involved.
Our Deferred Sales Trust services include overseeing the transaction’s smooth execution while also maximizing financial benefits such as capital gains tax deferral through a DST.
High Net Worth Individuals
We offer expertise in wealth management, tax planning, and estate matters to improve your financial strategy, protect your assets, and plan for your legacy.
Our team has the knowledge and skills to adjust trusts to keep up with changing laws, reduce financial risks, and resolve family disputes to ensure your wealth is preserved and aligned with your intricate financial goals.
Trust & Estate Attorneys
We collaborate with trust and estate attorneys to enhance estate planning strategies. Our trust protection services guarantees trustee accountability, mediates conflicts, and protects interests.
Our trust protectors can modify trusts, manage complex assets, and address unforeseen circumstances. This collaboration enhances the attorney’s ability to provide comprehensive legal guidance and ensure the long-term success of trusts and estates.
Meet Our Team
James J. Flick
Senior Attorney
James M. Flick
Attorney
See How Our Clients Have Benefited
You can rely on Lifeboat Trust Services to protect you and your beneficiaries and ensure your trust is administered as intended.
I have worked with Jim Flick for over 8 years, and there is nobody out there like him and his team. He has a background not only in estate planning and business law, but also has in-depth tax knowledge. His expertise has guided me into making some great decisions and employing strategies that have paid off in the long-term. He is always on top of the industry changes and keeping me ahead of the game.
