Mr. Bostwick serves as Of Counsel at Handler Thayer, LLP, and focuses his practice on Wealth Transfer, Philanthropy Planning, Income Tax Planning, and Trusts and 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 of Gardner, Carton, & Douglas, LLP in Chicago, Illinois. During his tenure, he focused primarily on wealth planning for high net worth individuals, with a special emphasis on advising clients on 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 marketspace.
Mr. Bostwick earned his Bachelor of Arts in International Affairs Degree at The George Washington University in Washington, D.C., his Juris Doctorate Degree from Gonzaga University School of Law in Spokane, Washington, and his 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 top lists of top attorneys. Leading Lawyers Network named Mr. Bostwick 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 is a member of the American, Chicago and Illinois State Bar Associations, and was named the Vice Chair of the Exempt Organization Sections 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 Marquis Who's Who in America, as well as The Best Lawyers in America.