Handler Thayer, LLP named Best Private Client Law Firm in North America for 2013 by Family Office Review.
Corporate International of London names Handler Thayer, LLP the Best Tax Law Firm in Illinois for 2013 and the Best Estate Planning Law Firm in Illinois for 2013.
Citywealth Magazine of London, England named Thomas J. Handler to its prestigious global list of Leading Wealth Lawyers for 2013. The benchmark publication’s Leaders List is the result of an extensive, year-long program of peer recommendation and verification which ensures that only leading professionals in the wealth industry are included.
Best Lawyers again named Jarrett Bostwick to its 2013 list of Best Lawyers in America in the area of Estate Planning. Selections are made by a nationwide independent panel after conducting extensive peer reviews and client surveys.
Michael Mazzone wrote the article "NINGs - Nevada Incomplete Gift Trusts: IRS approves transfers to incomplete gift non-grantor trusts to create significant state income tax savings," for the Illinois State Bar Association, Trusts & Estates Vol. 60, No. 6.
Andrew Morton was quoted in The Chicago Tribune's article "Mike Ditka, Gale Sayers righted charity stumbles," regarding Coach Ditka's organization and Handler Thayer's client Gridiron Greats, published on December 21, 2013.
Andrew Morton was quoted by Fox News journalist, Hollie McKay, in the article "Why hasn't Jane Fonda's $800G charity made any gifts since 2006," on December 13, 2013.
Tom Handler will be presenting "IRS Global High Wealth Industry and IRS Representation Practice Tips” sponsored by the CBA Trust Law Committee in Chicago, Illinois on December 9, 2013.
David Berek will present "Maximizing Your Legacy: Year-end Charitable Strategies," at the MS Wealth Management Dedicated Seminar Series sponsored by DePaul College of Business in Chicago, Illinois on December 3, 2013.
Tom Handler was featured on the Rusty Humphries Show, a Talk Radio Show hosted by Charles Butler, discussing Advanced Planning for Ultra-High Net Worth Families, Celebrities, Professional Athletes and Family Offices on December 2, 2013.
Andrew Stroth's Sports and Entertainment Law practice was featured in the Northwestern University Law Reporter. Northwestern Law Reporter. Volume II Number 1. Fall 2013.
David Berek presented "Fiduciary Income Tax Fundamentals" at the Estate Administration Boot Camp sponsored by the Illinois State Bar Association, in Chicago, Illinois on October 25, 2013
Tom Handler was the Keynote Speaker presenting on "Structuring Your Family Office: Formation through Government Regulation" at the Family Office West Conference, sponsored by the Opal Financial Group in Napa Valley, CA, October 23, 2013.
David Berek presented "The Transparency Myth in Family Enterprises: The big reveal or less is more" at the 2013 Global Conference sponsored by Family Firm Institute in San Diego, California October 16-19, 2013.
Tom Handler was a Panel Moderator at the Family Wealth Alliance 2013 Fall Forum in Chicago, Illinois on October 16-18, 2013.
Tom Handler spoke on "Advanced Estate Planning" at the Northwestern Mutual Annual Financial Planning Meeting in Chicago, Illinois on October 9, 2013.
Tom Handler spoke on "Advanced Tax and Estate Planning" at the Advanced Wealth Management Conference sponsored by Investment Management Consultants Association (IMCA) in Chicago, Illinois on October 8, 2013.
Tom Handler presented “Current Trends in Advanced Planning” at the RIA Advisor Investment Forum sponsored by Lord Abbett in Newark, New Jersey on September 26, 2013.
Thomas J. Handler was interviewed by David E. Adler, a frequent writer for Financial Planning and Barron's, for the article "The Seven Biggest Mistakes in Estate Planning." The article was published on Lord Abbett's Financial Advisor Website on August 21, 2013 and republished by Litman Gregory Advisor Intelligence on August 27, 2013.
David Berek presented "Trusts Used For Tax Reduction" and "Grantor Trusts" at the National Business Institute Seminar in Naperville, Illinois on August 8, 2013 and in Chicago, Illinois on August 9, 2013.
Tom Handler was extensively quoted in the August 8th article, "To Embed or Go Virtual With Your Family Office: That is the Question," regarding Virtual Family Offices published by London-based Family Office Review.
Leading Lawyers Magazine August 2013 Consumer Edition features a full length article on Tom Handler, titled "Combining Accounting, Law for Affluent Clients," written by Amanda Robert.
Family Wealth Alliance issued its most recent publication – the Family Wealth Alliance 2012 Security Study. The Wall Street Journal picked up the related news release today which credits Handler Thayer, LLP as a contributor to the study. For a summary of the results, see: "Security Study Finds Gaps at Family Offices."
Tom Handler spoke about "Government Taxation and Regulation" at the Opal Family Office Forum, sponsored by Opal Financial Group in Newport, Rhode Island held on July 22-24, 2013.
Andrew Morton was quoted by Jill Warren Lucas in the Philanthropy Journal article "Paula Deen debacle slows launch of new The Bag Lady Foundation" on July 10, 2013.
Handler Thayer, LLP named 2013 Best Private Client Law Firm in North America by Family Office Review.
Tom Handler participated in two Webinars sponsored by Opal Financial Group, "Relationship Risk: what is it, where is it and how does it affect family sustainability," on June 20, 2013 and "Relationship Development: what is it, how does it happen, and how do you become the advisor families and family offices choose to work with," on June 27, 2013.
Eric Kalnins presented on "The Role and Duties of the Estate Representative in Probate Matters" on June 24 2013, sponsored by the National Business Institute in Lisle, Illinois.
Steve Thayer spoke on a Panel titled "State of Interfamily Direct Co-Investing," and David Berek spoke on a Panel titled "Family Communications: How to Talk About the Good the Bad and the Ugly," at the 2nd Annual FOR Awards sponsored by Family Office Review, on June 5, 2013.
Tom Handler presented "Sophisticated Estate Planning" at the 2013 Estate and High Net Worth Sales Conference sponsored by Northwestern Mutual in Chicago, Illinios on June 4, 2013.
Tom Handler presented "Head-On Solutions for Regulatory Obstacles" and "When the Going Gets Tough - To Save or Dissolve the Family Office" at the Family Office Executive Summit sponsored by Financial Research Associates in New York City, New York held on May 15-16, 2013.
David Berek presented "Fiduciary Income Tax Strategies and Background" at the 2013 Estate and Gift Tax Conference, sponsored by the Illinois CPA Society in Chicago, IL on May 9, 2013.
On May 8-9, 2013, Lord Abbett and Co. sponsored the Annual RIA Forum in Jersey City, NJ, at which Tom Handler gave the keynote presentation on Advanced Estate Planning.
David Berek presented "Ethics in Estate Planning: Issues Raised When Attorneys are Asked to Serve as Fiduciaries for Clients" at the Estate Planning Short Course, sponsored by the Illinois Institute for Continuing Legal Education in Champaign, IL held on May 2-3, 2013.
Corporate International of London names Handler Thayer, LLP the Best Tax Law Firm in Illinois for 2013 and the Best Estate Planning Law Firm in Illinois for 2013.
Tom Handler presented a Webinar titled "Current Estate Planning" sponsored by Trinity Life Settlements, LLC on April 30, 2013.
David Berekpresented "Ethics in Estate Planning: Issues Raised When Attorneys are Asked to Serve as Fiduciaries for Clients" at the Estate Planning Short Course, sponsored by the Illinois Institute for Continuing Legal Education in Champaign, IL held on April 23-24, 2013.
Jarrett Bostwick was the keynote speaker at The 2013 Pinnacle Leaders Council sponsored by Pinnacle Insurance and Financial Services, LLC in Fajardo, Puerto Rico held April 22-25, 2013.
Andrew Morton was quoted by Michael Burteau in the Bloomberg article "Druckenmiller Donation Helps Masters Charity Reach $6.8 Million" on April 8, 2013.
Thomas J. Handler presented "Estate Planning Techniques for the Affluent" at the 8th Annual Family Office Symposium, sponsored by Lido Consulting in Beverly Hills, CA March 6-8, 2013.
Thomas J. Handler served as a panelist on "Government Taxation & Regulation: New Rules for 2013 and Beyond" at the Opal Financial Group Family Office Winter Forum in New York, NY held on March 4, 2013.
David Berek was a discussion moderator at "Building the Family Experience: Engage and Create Conversations" sponsored by Inheriting Wisdom and the Family Office Review in Chicago, IL held on March 3-4, 2013.
Handler Thayer, LLP named 2013 Best Private Client Law Firm in the United States by Private Asset Management Magazine.
David Berek presented an "Estate and Gift Tax Update," sponsored by the Northwest Suburban Estate Planning Council in Arlington Heights, IL on February 21, 2013.
Thomas J. Handler presented "Relevant Income Tax Issues for the Estate Planner" for the Chicago Bar Association Trust Law Committee in Chicago, Illinois on February 11, 2013.
Andrew Morton served as a panelist on "Sport Philanthropy" at the Sports Industry Networking & Career (SINC) Conference on Saturday February 9, 2013 in Washington, DC.
David Berek presented the Webinar "After the Fiscal Cliff: Roller Coaster or Merry Go Round? Addressing Income and Transfer Tax Issues" for the Studio Webcast Law Education Program, sponsored by the Illinois State Bar Association on February 5, 2013.
Thomas J. Handler presented "Global Family Office Regulation: The U.S. Dodd-Frank Act" at the European Family Office and Wealth Management Conference, sponsored by ESAFON, in Geneva, Switzerland, January 31 - February 1, 2013.
David Berek was a panelist on "Recent Developments Affecting the Income Taxation of Trusts and Estates" at the American Bar Association 2013 Midyear Meeting in Orlando Florida, held January 24-26, 2013.
Handler Thayer, LLP named Best Private Client Law Firm in North America for 2012 by Family Office Review.
David Berek presented "The Future of Estate Tax" at the Annual Trust and Estate Conference sponsored by the Lake County Bar Association in Lake Forest, Illinois on November 16, 2012.
Thomas J. Handler was a panelist on "Government Taxation & Regulation: New Rules for 2012 and Beyond" at the Opal Financial Group Family Office & Private Wealth Management Forum - West in Napa Valley, California held October 24-26, 2012.
Andrew Morton presented "Celebrity, Policy and Playing by the Rules" at the Leaders in Philanthropy Forum sponsored by the William Morris Endeavor Agency (WME) in Beverly Hills, California on October 4, 2012.
Thomas J. Handler led a webinar titled "Business and Advanced Planning with Limited Liability Companies" sponsored by Hub International Personal Insurance on October 2, 2012.
Thomas J. Handler presented “The Changing Tax Landscape for 2012/2013,” which will include how this topic will impact Tax Planning as well as Risk Management and Investment Strategies at the National Family Office Forum in Boston, Massachusetts on September 20, 2012 sponsored by World Research Group. In addition, Mr. Handler will be conducting a Master class workshop on "Advanced Estate Planning" on September 21, 2012.
David Berek presented "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.
David Berek presented "Dealing with the Top 10+ Mistakes Found in Estate Plans" at the Top 10+ Neglected Estate & Tax Planning Issues Seminar sponsored by the Illinois Institute for Continuing Legal Education (IICLE) in Chicago, Illinois on August 24, 2012.
Andrew Morton served as a panelist on the discussion of “Sustainability” at the Philanthropy Workshop Series Update Event sponsored by All Sports United at the Chicago Bears Headquarters in Lake Forest, Illinois on August 10, 2012.
Thomas J. Handler was quoted in the article “Costs and Rising Barriers Forcing Change in the Commercial Family Office Landscape” published by Family Office Review (July 25, 2012).
At the Opal Financial Group Family Office & Private Wealth Management Forum in Newport, Rhode Island, Tom Handler served as a panelist on "Government Taxation & Regulation: New Rules for 2012 and Beyond" on July 23-25, 2012.
Family Office Review bestowed the 2012 Best Private Client Law Firm in North America Award on Handler Thayer, LLP.
Thomas J. Handler presented “The Future of the Family Office Industry” at Private Asset Management’s Centers of Influence Network in White Plains, New York on June 26–27, 2012.
Thomas J. Handler served as the Conference Chairman at the Family Office Association (FOA) Chicago Special Event in Chicago, Illinois on June 13, 2012.
David Berek presented "Interest Rate Sensitive Planning: Understanding The Value of Time" at the Young Members Workshop sponsored by the Chicago Estate Planning Council in Chicago, Illinois on June 12, 2012.
Jarrett Bostwick presented "International & Regulatory & Tax Issues: Do You Want to be an Investor, an Investment Professional or a Tax Advisor in Today's Regulatory Environment?" at the European Family Office & Private Wealth Management Forum sponsored by Opal Financial Group in Geneva, Switzerland on June 6-8, 2012.
Andrew Morton served as a panelist on the “Sports Philanthropy” session at the Sports Lawyers Association 2012 Annual Conference in San Diego, CA on May 11, 2012.
Steve Thayer presented "Successor Liability" sponsored by The Chicago Bar Association's Mergers and Acquisitions Committee in Chicago, Illinois on May 10, 2012.
Thomas J. Handler presented "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.
Mike Pieczonka presented "Tax & Estate Planning Issues for Non-Citizens" at the Illinois State Bar Association CLE Program - What If Your Client Is Foreign-Born? Good Lawyering in the Global Legal Environment webinar on May 3, 2012.
Thomas J. Handler was quoted in the book, "The Family Office Book: Investing Capital for the Ultra-Affluent," authored by Richard C. Wilson and published by Wiley Publishing Inc. (May 2012). Mr. Handler is quoted discussing Family Office Investment Committees and Family Office Governance.
Thomas J. Handler was quoted in "The Family Office in the Dodd-Frank Regulatory Environment: New Risks & Requirements" white paper published by HUB International Personal Insurance (May 2012).
The New York Life Insurance Company presented a webinar on “Advanced Estate Planning in the Current Regulatory and Economic Climate” featuring speaker Tom Handler on April 25, 2012.
Tom Handler presented "Family Offices in the Dodd Frank Regulatory Environment" at the webinar sponsored by HUB International Personal Insurance on March 29, 2012.
Tom Handler presented "Tax and Estate Consequences of Annuity Contracts" at the John Hancock Continuing Education Seminar in Skokie, Illinois on March 22, 2012.
David Berek presented "Primer on the Income Taxation of Trusts" at the Spring 2012 Tax Law and Employee Benefits Lunch & Learn Series sponsored by The John Marshall Law School in Chicago, Illinois on March 21, 2012.
Eric E. Kalnins presented "Ethical Considerations and Fraudulent Transfers" and Dave Berek presented "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.
Handler Thayer, LLP named 2012 Best Overall Law Firm in the U.S. serving ultra-high net worth families and family offices by Private Asset Management Magazine.
At the Opal Financial Group Tax, Trust & Estate Planning Forum in New York City, Tom Handler served 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).
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).
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
At the IMI (Investment Management Institute) Wealthy Families Forum, Tom Handler presented Advanced Estate Planning Techniques on December 3, 2009, in Greenwich, Connecticut.
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.
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.
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.
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.
We are pleased to announce that Ramona Regas has joined Handler Thayer, LLP, as Office Manager.
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.