Practice Groups

Advanced Planning and Family Office Practice Group
Handler Thayer Firm Overview
Vision
Clients


 

Handler Thayer Files

Financial and Estate Planning

• Adjunct Letters
• Business Succession Planning
• Charitable Lead Trusts
• Charitable Remainder Annuity Trusts ("CRAT")
• Charitable Remainder Unitrusts ("CRUT")
• Complex Wills
• Crummey Trusts
• Domestic Asset Protection Trusts
• Donor Advised Funds
• Estate Administration Services
• Estate Freezes
• Family Business Recapitalizations
• Family Limited Liability Companies
• Family Limited Partnerships ("FLP")
• Family Office Structuring
• Formulation of Gifting Programs
• Generation Skipping Tax ("GST") Trusts
• Gift Annuities
• Grantor Retained Annuity Trusts ("GRAT")
• Irrevocable Life Insurance Trusts
• Limited Power of Attorneys
• Living Wills
• Net Income Make-up CRUTs ("NIMCRUT")
• Offshore Limited Liability Companies
• Offshore Annuity Wraps
• Offshore Asset Protection Trusts
• Offshore Insurance Wraps
• Personal Residence Trusts
• Pour-Over Wills
• Power of Attorneys for Health Care
• Power of Attorneys for Property
• Private Annuities
• Private Family Foundations
• QTIP Trusts
• Qualified Domestic Trusts
• Qualified Perpetual Trusts
• Qualified Personal Residence Trusts ("QPRT")
• Qualified S Corporation Trusts
• Revocable Living Trusts
• Self-Canceling Installment Notices ("SCIN")
• Simple Wills
• Special Needs Trusts
• Trustee Services
• 2503(c) Minor's Trusts

Taxation

Tax Controversy & Representation
• Illinois Department of Employment Security Audits
• Installment Agreements
• Internal Revenue Service Audits
• Offers in Compromise
• Private Letter Rulings
• State Revenue Department Audits
• Tax Court Litigation

Tax Planning, Analysis & Research
• Charitable Planning
• Dissolutions
• Employee Benefit Plans
• ESOPs
• Estate Tax
• Executive Compensation Planning
• Foundations
• International Transactions
• Mergers & Acquisitions
• Redemptions
• Reorganizations
• Stock and Asset Purchases
• Stock Options

Tax Preparation
• Charitable Organizations Taxation
• Corporate Taxation
• Employee Benefits Taxation
• Estate Taxation
• Fiduciary (Trust) Taxation
• Gift Taxation
• Individual Taxation
• Limited Liability Company Taxation
• Partnership Taxation

Tom Handler