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Handler Thayer, LLP Articles
News and Publications
Handler Thayer in the News
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Press Releases

Katarinna McBride. "BDITs and BDON'Ts." Trust & Estates Magazine. March (2012).

"SEC Revises 'Qualified Client' Definition." www.JDSupra.com. Christine E. McKillip. February 17, 2012.

"Estate Planning for 2012: Looming Lower Gift Tax Exclusion Limits." Illinois Bar Journal, Vol. 100. David A. Berek. February 2012.

"Crowd Funding Bills Stall in Congress." www.JDSupra.com Christine E. McKillip. January 2012. (Republished by Business Law Today, Vol. 21, February 2012).

"SEC Reaffirms Position with Respect to RIA Registration for Special Purpose Vehicles." www.JDSupra.com. Christine E. McKillip and Steven J. Thayer. January 2012.

"IRS Announces New Voluntary Disclosure Program for Offshore Accounts and Assets." www.JDSupra.com. Gabriel G. Tsui and Michael T. Mazzone. January 2012.

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

"S.E.C. Registration of Family Offices: Private Trust Companies May Provide One Avenue of Relief." Trust & Estates Magazine. Tom Handler. October 26, 2011. (Republished by Family Offices Group)

“Family Office Exemption Narrowly Defined by S.E.C.” Family Office Association SFO Letter. Tom Handler. July 2011.

"Disposition of Remains Act Versus Health Care Power of Attorney." CBA Record. Mary Dory Cascino. June/July 2011.

"The Family Office Exception: Greater Clarity Could Force Greater Compliance." Family Wealth Report. Commentary by Tom Handler. June 28, 2011.

"Illinois Legislative Update: Power of Attorney Updates & Alerts." ISBA Trust & Estates Newsletter. Mary D. Cascino. June 2011.

"Get Ready for the New Illinois Power of Attorney Act." Illinois Bar Journal. Mary D. Cascino. November 2010.

Fiduciary Responsibility: Helping to Avoid Fraud. Offshore Planning: What Does the U.S. Have Against Foreign Countries?" Chicago Bar Association’s CBA Record Magazine - Young Lawyers Journal. Eric E. Kalnins. June-July 2010.

"An Estate Plan is a Work in Progress." Chicago Daily Law Bulletin. Mary Dory Cascino. June 24, 2010.

"What do we have against foreign countries?" Chicago Daily Law Bulletin. Eric E. Kalnins. June 18, 2010.

"Not Just a Bill." ISBA Trusts and Estates Newsletter. Mary D. Cascino. May 2010.

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

"Sensitivity Training." Robb Report Worth. Thomas J. Handler. October 2005.

Asset Protection Planning. Private Wealth Magazine. Thomas J. Handler and Jonathan Heller. 2005.

"Welfare Benefit Plans: Current Trends and Legislative Proposals." Thomas J. Handler and Gary L. Thornhill. SF59, ALI-ABA, 255, Uses of Insurance in Estate and Tax Planning Course Book, 2001.

Rich Hart

Jarrett Bostwick


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

"Charitable Remainder Trusts. Horizons Newsletter, Winter, 1998. Thomas J. Handler.

Retention of Tax Records. Horizons Newsletter, Winter, 1996. Thomas J. Handler.

"Multiple Employer Welfare Benefit Planning and Risk Evaluation." Journal of Taxation of Employee Benefits. Thomas J. Handler. July/August 1995.

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

"Family Limited Partnerships are an Important Weapon in the Financial & Estate Planning Arsenal." Horizons Newsletter, Spring, 1995. Thomas J. Handler.

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

"More Cash in Your Pocket." Horizons Newsletter, Winter, 1992. Thomas J. Handler.