Mr. Jerrold Edward Slutzky

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. Bachelor 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

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• Rates, Retainers and Additional Information
  Depending on the nature of the work involved, many matters are handled on a flat-fee basis, but other matters are handled on an hourly basis. Fees will be discussed at the time of the initial free, no-obligation consultation.

Florida

Owner

Slutzky Law Firm

2011 - Current

Providing estate planning, probate, and business legal services in Safety Harbor and Land O' Lakes, Florida

President

Tampa Bay Wealth Advisory Services

2009 - Current

Providing financial planning and investment advisory services to investment clients

The John Marshall Law School

J.D.

1974 - 1977

Honors: Gavel Society

University of Illinois - Urbana-Champaign

B.S. (1974) | Finance

1970 - 1974

Activities: Marching Illinis - Drum Major, Ski Club - President

Florida Bar Assocation

Member

Current

American Bar Association

Member

Current

Carrollwood Community Bar Association

Member

Current

Pinellas County Estate Planning Council

Current

Tampa Bay Business Owners

Current

BNI - Referral Exchange of Clearwater

Current

Tampa Bay Estate Planning Council

Member

Current

Financial Planning Association

Member

Current

My "Everything" File

Richter Publications

November 1, 2017

CERTIFIED FINANCIAL PLANNER®

College of Financial Planning