The
Law Offices of Phillip Day, PL specifically practices in the Estate
Planning and Asset Protection arena by providing comprehensive Trust and
Financial Planning
to grow, protect, and transfer the assets of our clients according to
our
client's wishes.
Whether you need simple wills, an asset
protection trust, or more comprehensive estate planning and investment
management services, our firm is here to help.
Phillip Day, JD, LL.M, MBA, CPA/PFS, CFP®
MISSION
Phil brings a unique background to his clientele in
what he calls the “triangular” approach to client service: utilizing his
professional credentials, academic achievements, and diverse background to
understand the needs of both families and business owners, thereby bringing a
balanced approach to his practice providing clients with an effective yet
efficient level of service.
PROFESSIONALISM
Phillip
G. Day, JD, LL.M, MBA, CPA/PFS, CFP®
represents his clients with professionalism and compassion in all matters,
whether substantial or modest, complex or simple. The foundation for his
success is not only his knowledge and expertise in the law, but his ability to
build personal relationships with his clients as well. The needs of
clients are varied and Phil prides himself on giving each client the confidence
that he or she will be well advised. In addition to acting as a client
advocate, Phil also serves as trusted advisor and friend. His clients
soon learn that they can turn to a single source for thoughtful, well-informed
guidance.
EXPERIENCE
Before
beginning his own practice, Phil has worked as an attorney for a large and
prestigious law firm in Tampa, a “Big Six” accounting firm, a multi-million
dollar closely held family business and a large and highly recognized national
bank. In each position, Phil counseled families and business owners
alike, on individual planning techniques to maximize wealth and minimize
liability. Phil’s experience gives him a unique insight into wealth
preservation techniques, and brings that level of expertise to his practice.
