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Handler Thayer, LLP Articles
News and Publications
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Press Releases

Thomas J. Handler, Virtual family offices - a global trend, The Int'l Family Offices J., 5 (December 2016).

"Establishing Virtual Family Offices," Trusts & Estates. Thomas J. Handler. March 2014.

"Trust Taxation and Due Process," Illinois State Bar Association, Trusts & Estates. Vol. 60. No. 8. Mary D. Cascino. February 2014.

Breakthroughs In Managing Tangible Assets: Completing The Picture Of Wealth.” Ace Private Risk Services and Trōv White Paper. Thomas Handler and Jarrett Bostwick, Contributors. February 2014.  

"Wake Up Call: Wills and Supreme Court Rule 138," Illinois State Bar Associations Trusts & Estates. Vol. 60. No. 7. Mary D. Cascino. January 2014.

"NINGs - Nevada Incomplete Gift Trusts: IRS approves transfers to incomplete gift non-grantor trusts to create significant state income tax savings," Illinois State Bar Association Trusts & Estates. Vol. 60, No. 6. Michael T. Mazzone. December 2013.

Thomas J. Handler wrote the article "Do Your Research, and Be Stealthy" featured in the New York Times Forum on Prenuptial Agreements on March 21, 2013.

"CFTC Reinstates Family Office Exception." www.JDSupra.com. Thomas J. Handler and Christine E. McKillip. December 5, 2012. This article was republished by Family Office Association on December 12, 2012 and republished by Family Office News on December 14, 2012.

Mary D. Cascino, Lyman W. Welch and Susan T. Bart. "Trusts & Trustees Act Modernized: Decanting and Directed Trusts." Illinois Bar Journal, Vol. 100 #11. Mary D. Cascino, Lyman W. Welch and Susan T. Bart. November 2012.

"Comments on Proposed Rule: Eliminating the Prohibition against General Solicitation and General Advertising Rule 506 and Rule 144A Offerings." www.JDSupra.com. Steven J. Thayer ande Christine E. McKillip. October 4, 2012.

"Catching the Wave: Reassessing Wealth Transfer Plans in Light of Current Economic Conditions." J. Tax. Invest., Vol. 29, No. 2. Michael R. Pieczonka. Winter 2012.

"Dynasty Trusts for Everyone." Illinois Bar Journal, Vol. 100 #8. Mary Dory Cascino. August 2012.

"The Dodd-Frank Act: Implication for Family Offices." 2012 Institute for Private Investors Report. Thomas J. Handler. (2012).

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

"The JOBS Act: A Revolutionary Opportunity on Hold." www.JDSupra.com. Steven J. Thayer and Christine E. McKillip. April 5, 2012.

"Congress Opens the Door to More Small Company Offerings." www.JDSupra.com. Steven J. Thayer and Christine E. McKillip. February 23, 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.

Rich Hart

Jarrett Bostwick

 

"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.

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.