Mr. Handler is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes, celebrities and family offices. He has extensive experience in the analysis, design and implementation of domestic and international business planning, financial and estate planning, asset protection, family office compliance and advanced tax planning strategies. Mr. Handler is a managing partner in Handler Thayer, LLP, where he chairs the firm’s Advanced Planning & Family Office Practice Group.
His experience includes public accounting and corporate and foundation directorships. He is involved in Chicago Bar Association activities including its Taxation and Trust Law committees, and has authored numerous professional articles. He has lectured extensively both nationally and internationally at wealth industry, professional and family office educational conferences. Mr. Handler created the Asset Protection Profile™ and Stealth Prenup™ in addition to other proprietary strategies for affluent families and family offices.
Mr. Handler has been named to the Wealth Strategies Design Team comprised of fifteen of the top wealth planners in the U.S., Who’s Who in American Law and Who’s Who in America. Illinois Leading Lawyers named Mr. Handler one of the Top Lawyers in the areas of Closely and Privately Held Business Law and Trust, Wills and Estate Planning Law. He was named again to the CityWealth Global Leaders List of Top 100 Lawyers in the U.S. in 2018 as well as awarded the title of Most Influential Advanced Planning Attorney of 2018 – Illinois by Acquisition International. In 2017, Mr. Handler received the Family Wealth Alliance Leadership Award for Lifetime Achievement and was again named to Leading Lawyers and Lawyers of Distinction. He was named 2017 Private Client Lawyer of the Year and in 2016 won the Excellence in Estate Planning Award. In 2015, he was named International Wealth Planner of the Year and Wealth Planning Gamechanger Lawyer of the Year in addition to receiving the Michael J. Brink Wealth Industry Leadership and Service Award.
He earned a Bachelor of Sciences in Accountancy degree from the University of Illinois at Urbana-Champaign and a Juris Doctor degree, Law Review, from DePaul University College of Law in Chicago, Illinois. Mr. Handler is a recognized thought leader in the advanced planning and family office marketplaces, who has been quoted in the Wall Street Journal, Chicago Tribune, Worth Magazine, Financial Times, Barron’s, Christian Science Monitor, Family Office Review, Las Vegas Review-Journal, Chicago Sun-Times, Structured Products Magazine, ABA Journal, National Law Journal, Crain’s Chicago Business, Derivatives Weekly, Family Wealth Report, Wealth Manager Magazine and other publications. He has appeared as an expert commentator on numerous radio and television programs.