Jerrold E. Slutzky, J.D., CFP® is a Florida-licensed Attorney at Law
and owner of The Slutzky Law Firm, which focuses primarily on Estate
Planning Services (wills, trusts, durable powers of attorney, health
care surrogate designations, living wills, probate, guardianships, etc.)
and Small Business Legal Services (start-ups, buy-sell agreements,
drafting of legal documents, contract negotiations, succession planning,
and general business law, counseling, and advice. Mr. Slutzky received a Bachelors of Science Degree in Finance from
the University of Illinois (Champaign/Urbana), and a Juris Doctor Degree
in Law from the John Marshall Law School in Chicago, Illinois. In
1977, Jerry obtained his Illinois law license and opened his own law
firm in Chicago, which focused on small business law and family
financial matters such as estate, retirement, and tax planning, as well
as many other areas of the law.
In
1988, he and his family decided to move away from the Chicago winters
to the Florida sunshine. He placed his Illinois law license on inactive
status, and pursued a career in the financial services industry in Tampa
for over 20 years, and in that capacity, he obtained his Series 7
(General Securities), Series 63 (Uniform State Exam), Series 65
(Investment Advisor Representative), and Florida insurance licenses
(Life, Variable Life, and Health). In addition, in 1999, Jerry obtained
his designation as a Certified Financial PlannerTM.
Although he had
previously retired from the practice of law in Illinois, he yearned to
be able to use all of his knowledge and experience, both in legal as
well as financial matters to better serve the needs of his clients.
Inspired by his father, who at 95 years of age, is still engaged in
the practice of law, Jerry decided to study for and take the Florida Bar
examination, obtain his Florida law license and resume the practice of
law, and was successful in doing so. He limits his legal practice
to matters pertaining to estate planning, small business law, and
general legal counsel and advice. |