AARON FLINN

Partner

Aaron Flinn

Delivers strategies to preserve, protect and grow wealth

Business owners and entrepreneurs, corporate officers and executives, and investors and families with inherited assets seek advice from Aaron Flinn for the purpose of ensuring financial stability and continued prosperity.  Serving clients with trust and estate as well as wealth preservation needs, Aaron helps craft and deliver strategies that reflect the client's values while capturing the tax benefits available under their given circumstances. Aaron also works with assisting business owners in succession planning and other issues often encountered by closely held companies. 

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Contact Info

Get To Know Aaron

Enjoys whitewater kayaking and visiting national parks.

Aaron's Related Experience

Private Family Trust Company designed to meet family’s succession planning needs

Structured and organized a Private Family Trust Company for an ultra-high net worth family in order to create a business succession plan for the family.

Private family trust company revises more than 20 trusts

Represented a private family trust company in the judicial modification of more than 20 trusts regarding administrative provisions.

G-1 member of ultra-high net worth family establishes wealth management plan

Represented a G-1 family member of an ultra-high net worth family with establishing a wealth management plan that included minimal planning but substantial wealth, as well as transfers and sales to IGDTs, the use of LLCs and tax efficient unwinding of S corporations.

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Education

  • LL.M., University of Florida, Taxation, 2005
    • Graduate Tax Scholar
  • J.D., with honors, University of Tennessee, 2004
  • B.S., magna cum laude, University of Tennessee, Business Administration, 2001

Court Admissions

  • U.S. Tax Court

Bar Admissions

  • Tennessee
  • California
  • Florida

Recognitions

Chambers High Net Worth Guide

  • Aaron was recognized as Up and Coming in the 2018 edition of the Chambers High Net Worth Guide.

Professional Involvement

  • Member, American Bar Association, Section of Taxation
  • Member, California Bar Association, Tax Section, Trusts and Estates Section
  • Member, Florida Bar Association, Tax Section, Real Property, Probate and Trust Law Section

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We want to hear from you.

Whether a current or prospective client, we are here to help your business thrive. Please send us a message and we will respond to your needs as soon as possible.

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