Mr. Bostwick serves as Of Counsel at Handler Thayer, LLP and focuses his practice on Wealth Transfer, Philanthropy Planning, Income Tax Planning, and Trusts & Estates. His experience includes all facets of wealth and philanthropy planning, specifically pertaining to areas of charitable split interest trusts, private foundations and supporting organizations. Mr. Bostwick has assisted numerous affluent families, entrepreneurs and family offices seamlessly integrate both their charitable and wealth transfer planning goals, and design, analyze and implement complex income tax and estate tax planning strategies.
Prior to joining Handler Thayer, LLP, Mr. Bostwick was a Partner in the Wealth Planning & Philanthropy Group in the Chicago, Illinois office of a leading national law firm. During his tenure, he focused primarily on wealth planning for high net worth individuals with a special emphasis on advising clients in creating tax-efficient and philanthropy-focused estate plans. His experience includes tax litigation, valuation and accounting analysis and serving as the Director of Wealth Planning Design for a nationwide financial planning company. Currently, Mr. Bostwick serves as the managing principal of National Financial Companies, LLC a Florida-based venture capital firm that specializes in financial service companies and health care investments. He also serves on the advisory board of a Family Office Private Equity Structure with an investment focus in the Specialty Pharmacy/Healthcare market space.
Mr. Bostwick earned a Bachelor of Arts in International Affairs degree at The George Washington University in Washington, D.C., a Juris Doctor degree from Gonzaga University School of Law in Spokane, Washington, and a Masters of Law in Taxation degree from The University of Washington School of Law in Seattle, Washington.
Mr. Bostwick was named by Worth Magazine as “One of the Top 100 Attorneys in the United States” serving affluent families and family offices. He has also been recognized by various independent organizations on their lists of top attorneys. Leading Lawyers Network named him one of the Top Attorneys in Illinois, in the area of, Trust, Will & Estate Planning Law. Mr. Bostwick has also been named to the lists of The Best Lawyers in America for Trusts & Estates Law and Super Lawyers Illinois Rising Stars in the areas of Estate Planning & Probate and Tax.
Mr. Bostwick has been active in local and national bar associations, and was named Vice Chair of the Exempt Organization Section of the American Bar Association Real Property, Probate and Trust Law Charitable Planning and Exemption Organizations Group. Mr. Bostwick is a nationally prominent speaker and author who has been named to Who’s Who in America.