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
2011 - Current
Slutzky Law Firm
Providing estate planning, probate, and business legal services in Safety Harbor and Land O' Lakes, Florida
2009 - Current
Tampa Bay Wealth Advisory Services
Providing financial planning and investment advisory services to investment clients
1974 - 1977
J.D.
Honors: Gavel Society
1970 - 1974
B.S. (1974) | Finance
Activities: Marching Illinis - Drum Major, Ski Club - President
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Probate Administration, Probate Litigation, Will Contests
Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
College of Financial Planning
