Tom Handler will speak on "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.
Tom Handler will be participating 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 will be presenting 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.
Tom Handler will be presenting "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 will present "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. will sponsor the Annual RIA Forum in Jersey City, NJ, at which Tom Handler will give 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.
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 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.
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.
Mary Cascino served on a panel discussing "Hot Topics (Illinois Legislation and New Directed Trusts and Decanting Statutes)" sponsored by the Chicago Bar Association Trust Law Committee in Chicago, Illinois on September 10, 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.
Mary Cascino presented "Estate Planning in Uncertain Times" at the John Hancock Continuing Education Seminar in Chicago, Illinois on May 30, 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.
Mary Cascino presented "Legal Ethics & Advanced Directives: An Assessment of Contemporary End of Life Issues" sponsored by the Catholic Charities of the Archdiocese of Chicago and the Catholic Lawyers Guild in Chicago, Illinois on May 8, 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).
Mary Cascino authored Chapter 15 "Advance Directives" in the 2012 Edition of Estate Planning for Illinois Attorneys: The Basics and Beyond published by IICLE Press.
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.
Congratulations to Mary Cascino who was recently accepted as a member to the American College of Trusts & Estates Counsel (ACTEC) and admitted to the Minnesota Bar.
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.
Handler Thayer, LLP Family Office Update. December 1, 2012.
Handler Thayer, LLP Tax Alert. October 1, 2012.
Handler Thayer, LLP Family Office Outlook 2012. Summer, 2012.
Handler Thayer, LLP Tax Alert. January 26, 2012.
Tax Alert. Spring, 2011.
Family Office Outlook. Spring, 2011.
February 2011 Tax Alert. February, 2011.
January 2010 Tax Alert. January 11, 2010.