Handler Thayer News & Publications

David Berek will be presenting "Income Taxation of Trusts and Estates" and Tom Handler will be presenting "Gift Tax Planning" as well as "Federal Estate Tax Update" at the National Business Institute's Tax Planning for Trusts and Estates Seminar in Chicago, Illinois on September 19, 2012.

At the Opal Financial Group Family Office & Private Wealth Management Forum in Newport, Rhode Island, Tom Handler will serve as a panelist on "The Race for Returns" on July 23-25, 2012.

Jarrett Bostwick will be speaking at the Forum-A Private Wealth Series Event sponsored by European Family Office & Private Wealth Management in Geneva, Switzerland on June 6-8, 2012.

Tom Handler will be presenting "Debating the New SEC Rules: How Should Families Adapt?" at the 10th Anniversary Family Office Symposium sponsored by Financial Research Associates, LLC in Southampton, Bermuda on May 7-8, 2012.

Katarinna McBride will be presenting "Business Succession Planning for Family Businesses and Key Employees" at the 55th Annual Estate Planning Short Course sponsored by the Illinois Institute for Continuing Legal Education (IICLE) in Chicago, Illinois on April 27, 2012.

The New York Life Insurance Company will present a webinar on “Advanced Estate Planning in the Current Regulatory and Economic Climate” featuring speaker Tom Handler on April 25, 2012.

Eric E. Kalnins will be presenting "Ethical Considerations and Fraudulent Transfers" and Dave Berek will be presenting "Sophisticated Insurance and Retirement Funds Planning" at the Cutting-Edge Asset Protection Skills and Techniques seminar sponsored by National Business Institute in Chicago, Illinois on March 19, 2012.

At the Opal Financial Group Tax, Trust & Estate Planning Forum in New York City, Tom Handler will serve as a panelist on "Government Taxation and Regulation: New Rules for 2012 and Beyond" on March 2, 2012.

David A. Berek will serve as a panelist on "Ethical Issues for Trust and Estate Practitioners" at the ABA Section of Taxation 2012 February Meeting in San Diego, California (February 18, 2012).

Handler Thayer, LLP Receives National Recognition; Lawyers Named to Top Attorney Lists for 2012. February 1, 2012.

Jarrett Bostwick is being recognized by Chicago Magazine as one of the Top Young Attorneys in Illinois (February 2012).

At the National Family Office Forum sponsored by World Research Group, Tom Handler presented Establishing a Firm Strategy and How to Comply with SEC Regulations and Tax Initiatives on January 30-31, 2012 in Beverly Hills, California.

Private Asset Management Magazine announced on January 9, 2012 that Handler Thayer, LLP made the short list of nominees for the prestigious 2012 annual PAM Awards in these (U.S.A.) categories: 1. Best Private Client Law Firm; 2. Best Law Firm for Client Service (in the UHNW and family office space); and, 3. Best Overall Law Firm (in the UHNW and family office space).

Mary Cascino authored Chapter 15 "Advance Directives" in the 2012 Edition of Estate Planning for Illinois Attorneys: The Basics and Beyond published by IICLE Press.

The Chicago Daily Law Bulletin quoted Andrew Morton discussing philanthropic work done by professional athletes and celebrities in “Attorney Plans to Transition Sports Agency into New Consulting Group,” December 27, 2011.

Andrew Morton and clients were featured in “Charity and Service: Giving Like the Stars,” by Alice Korngold in Fast Company, December 20, 2011. This article was also picked up by USA Today.

Tom Handler spoke on a panel discussing international Investment Trends and related choice of jurisdiction and entity issues at the Latin American Investment Forum hosted by Opal Financial Group, December 12-13, 2011, in Sao Paulo, Brazil.

Thomas J. Handler presented “The IRS Wealth Squad; Implications for Family Offices” in a Podcast hosted by London, England-based Family Office Review, December, 6, 2011.

Private Wealth quoted Tom Handler commenting on life insurance strategies in its lead story on Gene Simmons of KISS entitled "The Rockin' Renaissance Man," November 2011 issue.

Andrew Stroth handles major endorsement deal for Tiger Woods, November 10, 2011.

HT client Bryan Clay (Olympic Gold Medalist Decathlete) was named 2011 Visa Humanitarian of the Year by USA Track & Field, November 10, 2011.

Mary Cascino presented The New Illinois Power of Attorney Act as a webinar for the Illinois Bankers Association on November 8, 2011.

Thomas J. Handler presented and served as panel moderator for a session on “Advanced Tax & Estate Planning” and served as a panelist for the private, family-only session on “Structuring a Family Office” at the Family Office West Conference hosted by Opal Financial Group in Santa Rosa, California, November 7-9, 2011.

Congratulations to Mary Cascino who was recently accepted as a member to the American College of Trusts & Estates Counsel (ACTEC) and admitted to the Minnesota Bar.

David A. Berek participated in "A Panel Discussion on Ethical Issues In Estate Planning" as well as in the "Recent Developments/Tax Reform Project Update" session discussing recent developments affecting the income taxation of trusts and estates at the ABA Section of Taxation and Trust & Estate Division of Real Property Trust & Estate Law 2011 Joint Fall CLE Meeting in Denver, Colorado, October 20-22, 2011.

At the Family Wealth Alliance Annual Fall Forum held in Chicago, Illinois, Tom Handler presented a summary and moderated a peer group discussion on Implications of The Dodd-Frank legislation for Single Family Offices, October 12-14, 2011.

David A. Berek served as a panelist for a session on "Complex Assets: The Most Overlooked Charitable Donations" at the Fidelity Charitable Conference in Chicago, Illinois, October 12, 2011.

Tom Handler presented “Advanced Planning for Ultra-High Net Worth Families and Family Offices” at the 2011 Fall Meeting of First Financial Resources in Chicago, Illinois, October 9-12, 2011.

Tom Handler co-presented The Dodd-Frank Act: Implications for Family Offices at the recent educational conference hosted by the Institute for Private Investors in New York City October 5-7, 2011.

More News at Handler Thayer