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Thomas Handler was quoted in the Wealth Management Letter discussing the impact of the new tax legislation on ultra-high net worth families and family offices, December 2010.
Eric Kalnins was quoted in Inc. Magazine discussing how to avoid pitfalls when using independent contractors, December 2010..
Mary Cascino discusses the rewrite of the Illinois Power of Attorney Act in her most recent article, "Get Ready for the New Illinois Power of Attorney Act," which was published in the Illinois Bar Journal, November 2010.
Eric Kalnins has been chosen by DePaul University to participate on a moderated group forum panel to discuss the Benefits and Advantages of Possessing an LL.M. Degree in the Legal Profession on October 29, 2010 at DePaul University in Chicago, Illinois.
Jarrett Bostwick presented The Impact of SEC Registration on Family Offices: Safe Harbors and Alternatives Available in Light of this Threat to Privacy at the 2010 Family Wealth Alliance Fall Forum in Oak Brook, Illinois, October 20-22.
Tom Handler was quoted in an article discussing the potential implications for family offices as a result of the new SEC proposal in the Dow Jones Financial Advisors Blog on October 18, 2010.
Mary Cascino presented First Meeting with the Client at the Illinois State Bar Association Seminar: Boot Camp: Decedent’s Estate Administration, Chicago, Illinois, October 7, 2010.
Tom Handler was quoted in an article discussing the trend of the wealthy migrating south to avoid tax hikes in Investment News on August 8, 2010.
Eric Kalnins discusses fiduciary responsibility and offshore planning in a recent article published in the June-July issue of the Chicago Bar Association's CBA Record.
One of Tom Handler's quotes from July 20th's Family Wealth Report was selected as "Quote of the Week" on Wealthbreifing.com on July 23, 2010.
At this year's Opal Financial Group Family Office/Private Wealth Management Conference in Newport, Rhode Island, July 21-23, Tom Handler presented Defending your Family Office.
Tom Handler comments on the Dodd-Frank Reforms and their potential impact on Family Offices in an article in the Family Wealth Report on July 20, 2010.
Steve Thayer discusses the trickiness of Noncompete Agreements in an article posted in Insurance News, July 2010.
Mary Cascino discusses the importance of keeping your estate plan current in her article titled An Estate Plan is a Work in Progress, which was published in the June 24th edition of Chicago Daily Law Bulletin.
Tom Handler has been named Co-Chairperson of The New Family Office Forum in Chicago, Illinois, June 15-17, 2010. He presented Advanced Estate Planning in a Changing Regulatory and Economic Environment, as well as Advanced Planning Q&A in an Open Forum.
Congratulations to Eric Kalnins for being admitted to the Arizona Bar; he is now licensed to practice law in the State of Illinois, Wisconsin and Arizona.
Tom Handler presented Advanced Estate Planning at the Lord Abbett & Co/State Street Global Advisors Client Seminars in Los Angeles, California on June 3, 2010; Boston, Massachusetts on June 10, 2010; and New York, New York on June 13, 2010.
Steve Thayer and Eric Kalnins discuss the benefits of being able to practice law across state lines in an article in the Chicago Lawyer on May 27, 2010.
Congratulations to Mary Cascino whose article, “Not Just a Bill,” was published in the May Newsletter of the Illinois State Bar Association Section on Trusts & Estates. The article deals with new provisions for Illinois Powers of Attorney.
Tom Handler was quoted in Investment News on May 12, 2010, discussing the impact of the financial reform bill on family offices and wealthy individuals.
At the CEO Roundtable at the Family Wealth Alliance's Spring Event in Oak Brook, Illinois, May 10-11, 2010, Tom Handler presented New Regulatory and Tax Legislation.
Tom Handler discusses the "biggest concern" for family offices in the Family Wealth Report, May 5, 2010.
Eric Kalnins was quoted extensively in the Chicago Lawyer Magazine article entitled "Borderline: Practicing Across the Illinois Line," May 2010.
Jarrett Bostwick presented Advanced Estate Planning in Houston, Texas on April 29, 2010 on behalf of Lord Abbett & Co. and State Street Global Advisors.
Tom Handler presented Mitigating Legislative, Registration & Operational Risk in an SFO at the Family Office Association Spring Global Summit in Greenwich, Connecticut, April 29, 2010.
Steve Thayer moderated the discussion on Commercial Finance at the Opal Financial Group, Real Estate Investors Summit: Dealmakers Conference, April 25-27, 2010, in Sunny Isles Beach, Florida.
At the Lord Abbett & Co/State Street Global Advisors Client Seminar in Dallas, Texas on April 22, 2010, Tom Handler presented Advanced Estate Planning.
Tom Handler presented Estate Planning for IRAs and Employee Benefits to the Chicago Bar Association's Employee Benefits Committee, April 16, 2010.
Tom Handler presented Advanced Estate Planning at the Lord Abbett & Co/State Street Global Advisors Client Seminar in Atlanta, Georgia, March 30, 2010.
Steve Thayer was quoted in an article discussing partnership agreements on Entrepreneur.com, March 11, 2010.
Tom Handler presented Emerging Trends for Family Offices at the CFA Institute Wealth Management Conference in Phoenix, Arizona, March 9-10, 2010.
The National Law Journal featured Tom Handler discussing how the lapse in tax law is creating new demand for a specialty that has slowed in recent years because higher tax exemptions left fewer people in need of sophisticated estate planning advice.
Tom Handler was quoted in Private Asset Management regarding the 2010 Tax Estate Repeal and the resulting marital insecurity and ultra high net worth resurgence uncertainty.
Steve Thayer participated in a live radio interview discussing Tiger Woods and Prenuptial Agreements on WGN 720 Radio.
At the IMI (Investment Management Institute) Wealthy Families Forum, Tom Handler presented Advanced Estate Planning Techniques on December 3, 2009, in Greenwich, Connecticut.
Mary Cascino presented Ethics in Estate Planning at the Chicago Bar Association's Probate Practice Part 1: Estate Planning Potpourri in Chicago, Illinois, November 12, 2009.
Tom Handler served on the faculty of the Family Wealth Alliance University held at the University of Chicago in Chicago, Illinois, October 26-28, 2009 and November 10-12, 2009. These sessions provided specialized education to family office professionals and were designed to enhance and update technical skills in a variety of family office service areas.
Steve Thayer served as a Judge for the Global Student Entrepreneur Awards - a premiere international competition series for student entrepreneurs who are running businesses while attending universities and/or colleges - in Chicago, Illinois, on October 23, 2009.
Mary Cascino appeared on cable television on the Illinois Law program, which aired on Can-TV Channel 21 at 10:00pm in Chicago on Tuesdays in October and discussed Health Information Privacy and Advanced Directives, as well as Basic Estate Planning.
Mary Cascino presented Estate Planning Tools in Business Succession Planning at the Illinois State Bar Association CLE Program on October 1, 2009, in Chicago, Illinois.
Congratulations to Mary Cascino who was named Chair of the Illinois State Bar Association Trusts & Estates Section Council for 2009-2010.
Tom Handler presented Advanced Planning: Asset Protection for Ultra High Net Worth Families at the FPA of Illinois Distinguished Speakers Series on September 25, 2009.
Tom Handler was named to Leading Lawyers for the state of Illinois in two areas: 1) Trust, Will and Estate Planning Law and, 2) Closely & Privately Held Business Law.
Congratulations to Jarrett Bostwick for having been selected for inclusion in the 2010 edition of The Best Lawyers in America® in the specialty of Trusts and Estates.
Steve Thayer was named to Leading Lawyers for the state of Illinois in two areas: 1) Real Estate Law and, 2) Trust, Will and Estate Planning Law.
Tom Handler co-presented a session on Directors and Officers Professional Liability at the Family Office Exchange Financial Executives Forum, July 14-15, 2009, at the Trump International Hotel & Towers in Chicago, Illinois.
At the Opal Financial Group Family Office & Private Wealth Forum, July 8-10, 2009, in Newport, Rhode Island, Tom Handler presented Asset Protection Strategies.
Tom Handler presented Legislation and Tax Trends at the Insight Benefits Group Executive Compensation/Benefits Conference in San Francisco, California in July 2009.
Eric Kalnins co-presented Fiduciary Responsibility: Helping to Avoid Fraud in conjunction with Credit Suisse and Foundation Source on June 30, 2009 at the Union League Club in Chicago, Illinois.
Investment Newsquoted Tom Handler regarding the outlook on multi-family offices in today's economy, June 14, 2009.
Tom Handler served on the Advisory Board for the 16th Annual Family Office Forum in Chicago, Illinois, June 8-10, 2009, and presented Asset Protection: Preserving your Wealth for Generations to Come Through Innovative Structuring Strategies.
Tom Handler presented Domestic & International Asset Protection Planning at the Iowa Estate Planning Council Meeting in Cedar Rapids, Iowa on May 18, 2009.
As Chair of the Domestic Asset Protection Subcommittee, Tom Handler was among presenters to the Chicago Bar Association Trust Law Committee discussing Domestic Asset Protection Planning on May 11, 2009.
Tom Handler presented Rainmaking and Building a Book of Business to the Chicago Bar Association YLS Estate Planning Committee on May 5, 2009.
Mary Cascino presented Rules of Professional Conduct Affecting Estate Planning, Transition Periods and Estate and Trust Administration at the Illinois State Bar Association CLE Program in Chicago, Illinois, on April 30, 2009.
We are pleased to announce that Ramona Regas has joined Handler Thayer, LLP, as Office Manager. Mary Cascino has joined the firm as Senior Counsel; her practice is focused on estate planning, trusts & estates and estate administration and probate.
At the Family Wealth Alliance Conference Series held in Chicago on April 21-23, 2009, Tom Handler participated on a panel discussing Best Practices - How Far Would you Bend? and served as a Moderator for the panel. The Conference Series included an Advisory Board Meeting, CEO Round Tables and Family Office Advisor Sessions.
Eric Kalnins and Jarrett Bostwick were chosen to represent HANDLER THAYER, LLP at the Family Wealth Alliance’s 40 minus Leadership Summit on March 4-5, 2009, in Boston, Massachusetts, hosted by State Street Corporation. This event represents a family office/family wealth industry first, acknowledging the significant contributions made by professionals 40 years of age or under from a select number of firms that represent a 360-degree view of this robust space. Attendees represented some of the premier family office consultants, law firms, investment firms, banks and others in the family office professional marketplace.
Tom Handler spoke about Retirement Planning for Professionals and Business Owners at a DePaul University College of Law CLE Session on February 27, 2009.
Tom Handler presented Series LLCs at the Chicago Bar Association Tax Section Division in Chicago, Illinois on February 17, 2009.
Tom Handler presented Business and Advanced Planning with LLCs at Hub International's Private Client Advisor Certification Program on December 17, 2008.
The November 2008 Issue of the American Bar Association Journal featured Tom Handler in an article titled "Teaching the Tigers" which explains how U.S. law firms helped grow the market for wealth planning in Asia for affluent families, family businesses and family offices.
At the IMCA Advanced Wealth Management Conference, October 27-29, 2008, in Costa Mesa, California, Tom Handler presented Care and Feeding of Family Limited Partnerships.
Tom Handler was named the Keynote Speaker for the First Financial Resources 2008 Fall Marketing Meeting held in Las Vegas, Nevada on October 12-15, 2008. Mr. Handler presented a session on Legislative Trends & Sales Ideas: Advanced Planning for Family Offices and Ultra High Net Worth Families.
Private Asset Management reported that Tom Handler presented a session on Structuring the Family Office: Optimize Taxes and Minimize Risk at the Single Family Office Forum in Chicago, Illinois, October 2-3, 2008, hosted by the Family Wealth Alliance.
Tom Handler presented Advanced Planning for Family Offices and Ultra High Net Worth Families to the Alabama Estate Planning Council in Birmingham, Alabama, October 1-2, 2008.
Andrew Stroth co-presented Entertainment, Media and Sports Law to the Entertainment, Media and Sports Law Society at John Marshall Law School in Chicago, Illinois, September 24, 2008.
At the Insight Benefits Group Annual Educational Conference in Boston, Massachusetts, Tom Handler presented a session on Benefit Plans - A Regulatory Update, and served on a panel presenting Planning Issues Involving Welfare Benefit Plans, September 7-9, 2008.
Steve Thayer presented Practical Security and Insurance Provisions for Domestic Staff and Data Security at IIR's 15th Annual Family Office Forum in Chicago, Illinois, June 18-20, 2008. Tom Handler presented Best Practices for Managing the Risks and Liabilities of Serving on the Board of Directors of Companies, Charities and Foundations, as well as co-presented a workshop on Asset Protection and Wealth Transfer Strategies and Solutions.
Tom Handler presented various advanced planning strategies including captives, estate transfer techniques and income tax planning at the AIG American General AMES Conference in Las Vegas, Nevada, June 16-17, 2008. Mr. Handler also participated on a panel addressing trends in advanced estate planning and working with ultra high net worth and family office clients.
Financial Events International of Geneva, Switzerland named Tom Handler Conference Chair for its conference, Advanced Planning: Domestic and International Trusts, which was held in New York, New York on May 22-23, 2008. He presented a session on Integration of Trusts and Family Offices and served on a panel presenting Family Office Caliber Planning for Multi-National Families.
Tom Handler participated in a panel presentation discussing the Relationship Between Family Businesses and Family Offices at the Family Office Exchange Wealth Advisor Forum on May 14-15, 2008 in Sunny Isles Beach, Florida.
MGI has named Tom Handler Conference Co-Chairman for the 2nd Annual Southeast Asia Family Wealth Conference, April 28-30, 2008, in Singapore, where he presented Asset Protection Trusts & Family Office Captives: Controlling Investment & Risks under the Same Roof.
Steve Thayer served as the legal expert on a panel of business and healthcare professionals at the Mobile Anesthesiologists Capitalizing on the Future of Medicine Dinner Symposium on March 20, 2008.
Investment News quoted Tom Handler discussing his views on mixing family and business assets, March 17, 2008.
Congratulations to Steve Thayer on the successful exit transaction he performed for one of his clients, as noted in Crain's Chicago Business.
Estate Planning for Divorce was presented by Tom Handler to the Chicago Bar Association on February 11, 2008, in Chicago, Illinois.
Tom Handler presented Advanced Planning for Family Office Clients in Miami Beach, Florida at the International Forum being held January 12-16, 2008.
