Handler Thayer, LLP

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Advanced Estate Planning Master class workshop. National Family Office Forum sponsored by World Research Group, Boston, Massachusetts (September 21, 2012).

The Changing Tax Landscape for 2012/2013. National Family Office Forum sponsored by World Research Group, Boston, Massachusetts (September 20, 2012).

Gift Tax Planning and Federal Estate Tax Update. Tax Planning for Trusts and Estates Seminar sponsored by National Business Institute, Chicago, Illinois (September 19, 2012).

The Race for Returns. Family Office & Private Wealth Management Forum sponsored by Opal Financial Group, Newport, Rhode Island (July 23-25, 2012).

The Future of the Family Office Industry. Centers of Influence Network sponsored by Private Asset Management, White Plains, New York (June 26–27, 2012).

Private Placement Life Insurance. (Conference Chairman) Family Office Association (FOA) Chicago Special Event, Chicago, Illinois (June 13, 2012).

Debating the New SEC Rules: How Should Families Adapt? 10th Anniversary Family Office Symposium sponsored by Financial Research Associates, LLC, Southampton, Bermuda (May 7-8, 2012).

Advanced Estate Planning in the Current Regulatory and Economic Climate. Webinar sponsored by The New York Life Insurance Company (April 25, 2012).

Family Offices in the Dodd Frank Regulatory Environment. Webinar sponsored by HUB International Personal Insurance. (March 29, 2012).

Tax and Estate Consequences of Annuity Contracts. John Hancock Continuing Education Seminary, Skokie, Illinois (March 22, 2012).

Government Taxation and Regulation: New Rules for 2012 and Beyond. Tax, Trust & Estate Planning Forum sponsored by Opal Financial Group, New York City, New York (March 2, 2012).

Establishing a Firm Strategy and How to Comply with SEC Regulations and Tax Initiatives. National Family Office Forum sponsored by World Research Group, Beverly Hills, California (January 30-31, 2012).

Advanced Tax & Estate Planning (panel moderator and speaker) and Structuring a Family Office (panelist). Family Office West Conference hosted by Opal Financial Group, Santa Rosa, California (November 7-9, 2011).

Setting Up Family Offices Abroad. World Research Group’s Family Office Summit Latin America Conference, Sao Paulo, Brazil (September 26-28, 2011).

The Dodd-Frank Act and Its Implications for Family Offices Under a New Regulatory Scheme. 12th Annual Family Office Wealth Conference sponsored by Institutional Investor and LIDO Consulting, Inc., Laguna Beach, California (September 18-20, 2011).

21st Century Family Office Caliber Advanced Tax and Estate Planning. Opal Financial Group’s Annual Family Office & Private Wealth Conference, Newport Beach, Rhode Island (July 18-20, 2011).

The Newly Enacted SEC Regulations Governing Family Offices. Single Family Offices virtual conference sponsored by The Family Office Association of Greenwich, Connecticut (June 27, 2011).

Advanced Estate Planning in the Current Regulatory and Economic Environment. Family Office Forum, Chicago, Illinois (June 2-3, 2011). 

Setting the Stage: Opportunistic Planning in Light of the New Tax Laws. IIR Family Office Series Conference - Trust & Estate Planning Summit, Chicago, Illinois (June 1, 2011).

Security Council Expert Panel: Macro Threats (Moderator), Family Wealth Alliance Spring Conference, Oak Brook, Illinois (May 18-20, 2011).

Advanced Planning and Tax Compliance, West Coast Family Office Roundtable hosted by Greenwich-based Family Office Association, San Francisco, California (May 16, 2011).

Family Limited Liability Entities – Estate Planning Opportunities & Caveats. Chicago Bar Association Trust Law Committee, Chicago, Illinois (May 9, 2011).

High Value Clients: Planning Opportunities in 2011 and Beyond. AALU Annual Meeting, Washington, DC (May 1-4, 2011).

Government Taxation and Regulation. Trust, Tax and Estate Planning Forum, New York, New York (March 7, 2011).

Member, Advisory Board, Family Office Association, 2011-Present
Chairman, Handler Thayer, LLP, Advanced Planning & Family Office
  Practice Group, 2009-present
Member, Advisory Board, Opal Financial Group Family Office & Private
  Wealth Forum, 2009-present
Member, Advisory Board, Lexington Family Office, 2008-present
Member, Advisory Board, Family Wealth Alliance, 2003-present
Director, Family Office Conference Advisory Board, IIR, 2002-2011
Director, BPS International, LLC, 1998-2008
Director, Ultra Stores, Incorporated, 1994-2009
 • Member, Compensation Committee, 1995-2009
 • Member, Audit Committee, 1995-2009
Director, The Mid-Day Club of Chicago, 1996-2007
 • Secretary, 2002-2007
 • Assistant Secretary, 1997-1998
 • Member, Executive Committee, 1997-2007
 • Vice Chairman, Membership Committee, 1996-1998
 • Chairman, Membership Committee, 1998-2002
 • Member, Finance Committee, 1996-1998
 • Director, Associate Board, 1995-1996
Director, Professional Benefit Trust Advisory Board, 2003-2005
Director, Winnetka Tennis Association, 2000-2004
 • Vice President, 2000-2001
 • President, 2001-2002
Director, Business Planning Systems, LLC, 1996-2004
Pi Kappa Alpha Fraternity International/Educational Foundation
 • Chairman of the Board/International President, 1998-2000
 • Director/International Vice President, 1994-1998, 2000-2002
 • Director/National Vice President, 1978-1979
 • National Rush Director, 1982-1994
 • Director/President, Chicago Alumni Association, 1988-1989
 • Advisory Board Member, U of C, Northwestern, and U of I Chapters
 • Member, Educational Foundation Planned Gifts Committee, 1992-1996
 • Director, University of Chicago Housing Corporation, 1992-1995
Director, Robert B. Huff Scholarship Foundation, 1990-1998
 • Chairman, Celebrity Committee, 1990-1998
Director, Qualified Planning Resources, Inc., 1995-1997
Director, Aerospace International Companies, Inc., 1995-1996
Director/Advisory Board Member, Aon-Maryville NFL Players Alumni
  Association Charity Golf Tournament, 1990-1991
Director/Advisory Board Member, Winnetka Nielsen Tennis Center,
  1990-1991

• Leading Lawyers (IL) - Trust, Will and Estate Planning Law, 2010-2012
• Leading Lawyers (IL) - Closely & Privately Held Business Law, 2010-2012
• University of Illinois Scholarship Foundation Loyalty Circle Award, 2007
• Pi Kappa Alpha Chicago Alumni Association Loyalty Award, 2004
• Named to PCG Wealth Strategies Design Team, 2001-2007
• Life Member, National Registry of Who's Who in America, 2001-present
• Who's Who in Executives and Professionals in America, 1996-97, 1997-98
• Who's Who in American Law, 1989, 1990, 1991
• Who's Who of Emerging Leaders of America, 1988, 1999, 1990, 1992
• Distinguished Leadership Award, 1988
• Men of Achievement, 1988
• Who's Who in the Midwest, 1987 and 1989
• Outstanding Young Men of America, 1985 and 1986
• University of Illinois Outstanding Senior Award, 1979
• Shorter Board Scholastic and Leadership Honorary, 1978
• 100 Club Scholastic and Leadership Honorary, 1978
• Pi Kappa Alpha Outstanding Service Award, 1978
• Sigma Iota Lambda Scholastic Honorary, 1977
• Phi Eta Sigma Scholastic Honorary, 1975

Thomas J. Handler and Christine E. McKillip. "The Commodity Futures Trading Commision Rescinds a Common Family Office Exemption." www.JDSupra.com. May 17, 2012.

Thomas J. Handler. "Financial Regulation of Family Offices in the Current Environment," Family Office Association, January (2012).

Thomas J. Handler. S.E.C. Registration of Family Offices: Private Trust Companies May Provide One Avenue of Relief. Trusts & Estates Magazine, October (2011) (Republished by Family Offices Group).

Thomas J. Handler. Family Office Exemption Narrowly Defined by S.E.C.. Family Office Association SFO Letter, July (2011).

Thomas J. Handler. The Family Office Exception: Greater Clarity Could Force Greater Compliance. Family Wealth Report, June (2011).

Thomas J. Handler, et. al. The Domestic Staffing Cycle: From Hiring to Firing. Hub International Personal Insurance. (2009).

Handler and Heller, “Asset Protection Planning,” Private Wealth (2005).

Handler and Heller, “Key Elements in Asset Protection Planning,” Institute for International Research Family Office Letter, February (2004).

Handler and Thornhill, “Welfare Benefit Plans:  Current Trends and Legislative Proposals,” SF59, ALI-ABA, 255, Uses of Insurance in Estate and Tax Planning Course Book (2001).

Thomas J. Handler. “Family Limited Partnerships Continue to Increase in Popularity,” Wealth Enhancement and Preservation Letter, First Quarter (2000).

Thomas J. Handler. "Charitable Remainder Trusts,” Horizons Letter, Winter (1998).

Thomas J. Handler. "Welfare Benefit Plans - What You Need To Know,” Life and Health Insurance Sales (1997).

Thomas J. Handler. “Retention of Tax Records,” Horizons Letter, Winter (1996).

Thomas J. Handler. "Multiple Employer Welfare Benefit Plans Require Planning and Risk Evaluation,” Journal of Taxation of Employee Benefits, July/August (1995).

Thomas J. Handler. "Multiple Employer Welfare Benefit Plans Have Advantages for Employees and Executives," Journal of Taxation of Employee Benefits, May/June (1995).

Thomas J. Handler. "Family Limited Partnerships," Horizons Letter, Spring (1995).

Thomas J. Handler, Editor, "Legal & Tax Trends," Newsletter, Handler Thayer, LLP, (1988 to present).

Thomas J. Handler. "Can You Find a Break in the New Tax Cloud?” Horizons Letter, Winter (1994).

Thomas J. Handler. "Samuel K. Skinner Accepts The Challenge as President Bush's White House Chief Of Staff," Shield & Diamond Magazine, Volume 103, Number 2 (1992). 

Thomas J. Handler. "More Cash in Your Pocket," Horizons Letter, Winter (1992).

Thomas J. Handler, Contributing Editor, "Minding Your Own Business," Financial Lifestyles Publishing (1991), (Financial & Estate Planning Adjunct Book).

Thomas J. Handler. "At the Helm of the Department of Transportation, U.S. Secretary of Transportation Samuel K. Skinner," Shield & Diamond Magazine, Volume 100, Number 4 (1989).

Thomas J. Handler. "Legal & Tax Trends."  Professional periodical newsletter dealing with Tax, Business, and Financial & Estate Planning topics, Handler & Associates, Ltd., (1983 to 1988).                          

Thomas J. Handler. "The Financial Report."  Professional periodical newsletter dealing with Tax, Investment, and Financial & Estate Planning topics, Handler & Associates, Ltd., (1980-1984).

Broida and Handler, "Interference with Contract and Prospective Advantage in Illinois," 32 DePaul Law Review 325 (1983).