Professionals

Presentations
Directorships
Honors and Awards
Publications
Affiliations
Summary Bio
Jarrett T. Bostwick, J.D., LL.M.
Presentations

The Impact of SEC Registration on Family Offices: Safe Harbors and Alternatives Available in Light of this Threat to Privacy. Family Wealth Alliance Fall Forum. Oak Brook, Illinois (October 20-22, 2010).

Advanced Estate Planning. Lord Abbett & Co. and State Street Global Advisors, Houston, Texas (April 29, 2010).

Business Succession Planning. March of Dimes Conference, Washington, DC (October 17-19, 2007).

International Tax Planning with Life Insurance and Annuities & Cutting Edge Estate/Financial Planning Techniques. First Annual Asset Protection Forum, Las Vegas, Nevada (October 1-2, 2007).

How Family Offices Can Reduce Risk and Realize Enhanced Returns from Structured Products. IIR Family Office Forum, Chicago, Illinois (June 5-7, 2007).

Case Study: Tax Updates and Charitable Planning. Advisors in Philanthropy, Chicago, Illinois (April 28, 2007).

Charitable Split Interests Trusts. American Bar Association Tax Conference, Chicago, Illinois (April 27-29, 2007).

Charitable Planning and Foundation. Family Wealth Alliance Family Office Conference, Chicago, Illinois (October 17-18, 2006).

Recent Tax Updates and New Strategies in Philanthropy Planning. Advisors in Philanthropy in Chicago, Illinois (April 2006).

Special Needs Trusts. Autism Society of America, Chicago, Illinois (April 4, 2006).

Family Corporation Recapitalizations. Institute for Dynamic Wealth Planning, Chicago, Illinois (March 8, 2006).

Advanced Wealth Transfer Planning. Certified Wealth Planning Institute, Chicago, Illinois (February 23-24, 2006).

Cutting Edge Charitable Lead Annuity Trust (CLAT) and Charitable Remainder Trust (CRT) Planning. Suburban Chicago Planned Giving Council, Chicago, Illinois (February 22, 2006).

Directorships

• Founder, Asset Protection Society
• Vice Chair of the Exempt Organizations Section of the American Bar Association RPPT Charitable Planning & Exemption Organization Group

Honors and Awards

• Leading Lawyers (IL) - Trust, Will & Estate Planning Law, 2012
Chicago Magazine's Top Young Attorneys in Illinois, 2012
• Illinois Rising Stars, 2012
• The Best Lawyers in America® - Trusts and Estates Litigation, 2010-2012
• Family Wealth Alliance’s 40 minus Leadership Summit, 2009
• Who's Who in America, 2008
• One of the Top 100 Attorneys in the United States serving affluent families and family offices, Worth Magazine,   December 2005.

Publications

Jarrett Bostwick, Think ESOPS!, Trusts & Estates, June 2004.

Jarrett Bostwick, Claiming aircraft related deductions on more that just a wing and a prayer, BNA Tax Management: Insights and Commentary.

Jarrett Bostwick, Classified as a Private Foundation – Say it Ain’t So!, BNA Tax Management: Estates, Gifts and Trusts Journal, July-August 2003.

Jarrett Bostwick, Choose Supporting Organizations, Trusts & Estates, January 2003.

Jarrett Bostwick, et. al., Ernst & Young Tax Guide 2003 Ch. 7, Tips (Rev. ed 2002).

Jarrett Bostwick, et. al., Ernst & Young Tax Guide 2002 Ch. 14, Basis (1st ed. 2002).

Jarrett Bostwick, et. al., Ernst & Young Tax Guide 2002 Ch. 15, Capital Gains and Losses (1st ed. 2002).

Affiliations

Member, American Bar Association
Member, Illinois State Bar Association
Member, Chicago Bar Association

Jarrett T. Bostwick, J.D., LL.M.