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News at Handler Thayer

Mike Whitty spoke on Estate Planning for Business Owners at the American Law Institute CLE Annual Summer Program on Estate Planning in Depth at the University of Wisconsin Law School in Madison, Wisconsin on June 24, 2015.

Tom Handler spoke on the panel Finding the Exit: When and How to Sell your Business or Portfolio Company during the Wilson Conferences Direct Investment & Deal Flow Summit at the University Club of Chicago on May 8, 2015.         

Mike Whitty presented on Gas and Oil Leases, Planes, Cars & Guns Too: Dealing with Tangible Personal Property in Estate Planning during the 58th Annual Estate Planning Illinois Institute for Continuing Legal Education (IICLE) Short Course on May 13, 2015 in Champaign, IL and in Chicago on May 19, 2015.

Tom Handler presented Family Offices A Perspective at The Portrait Group's Annual Internal Conference in Chicago, Illinois on May 29, 2015.

Tom Handler led the panel discussion Regulatory and Tax Issues Facing Family Offices at the Family Office Association Spring Global Summit at the Westchester Country Club in Rye, New York on April 8, 2015. 

Steve Thayer presented the 2015 Dodd-Frank Update for the Securities Law Committee of the Chicago Bar Association in Chicago, Illinois on April 15, 2015.

Steve Thayer presented Family Offices: A to Z About Acting as Legal Counsel for a Family Office at the New York County Lawyers' Association in New York, New York on April 21, 2015.

Mike Whitty presented Planning for Franchises, Dealerships, and Distributorships at the 2015 Attorneys for Family Held Enterprises conference in Scottsdale, Arizona on April 25, 2015.

Handler Thayer, LLP  honored as the 2015 Most Effective Private Client Legal Team in North America by Family Wealth Report.  Only two law firms in North America were short-listed for this only law firm award bestowed by Family Wealth Report.

The Global 100 has named Handler Thayer the 2015 Large Tier Estate Law Firm of the Year. This is the second consecutive year Handler Thayer has earned this distinction.  

Tom Handler spoke on the panel A New Day, a New Model:  How to Structure your Family Office for Success and Minimize the Government’s Hold at the Opal Financial Group’s Family Office Winter Forum in New York, New York on March 10, 2015.   

Andrew Morton returned as a guest of the Wall Street Business Network's Fried on Business radio show on March 19, 2015 to discuss celebrity philanthropy and how to get involved in their causes. Listen to the interview here.      

Handler Thayer, LLP named the Best Overall Law Firm in the U.S. for 2015 by Private Asset Management (PAM) Magazine. The firm was previously awarded this honor in 2012, making Handler Thayer the only firm to have ever won the title a second time.   This is the fourth consecutive year Handler Thayer has been recognized at the annual Private Asset Management Awards, honored in 2013 and 2014 as the “Best Private Client Law Firm in the U.S”

Tom Handler was awarded the prestigious Michael J. Brink Wealth Industry Leadership & Service Award for 2015 by Family Office ReviewThe award recognizes individuals “known throughout the family office community for notable excellence in their field of expertise and producing work that impacts and benefits family offices and their fellow colleagues alike.”

Tom Handler presented on Structuring your Family Office for Success: What Every Family Should Know Regarding Government Taxation and Regulation and The Rules for 2015 and Beyond at the New York State Society of CPAs Family Office Conference in New York, New York on February 3, 2015.

Tom Handler presented on "Advanced Estate Planning: Top 10 Pitfalls & Best Practices" at the Institute for Private Investors' Winter Conference in San Francisco, California on February 12, 2015.

Tom Handler was a Panel Member speaking on Nontraditional Capital: Family Office Funding at the University of Florida Trends and Strategies Conference in Orlando, Florida at the Hyatt Regency Orlando on February 26-27, 2015.

Handler Thayer, LLP was named 2015 Law Firm of the Year, Trust, Wills, & Estate Planning Law Firm of the Year, Private Client Law Firm of the Year, and Tax Law Firm of the Year by M&A Today/Acquisition Finance Magazine and the ACQ5 News Portal.

Handler Thayer, LLP and Tom Handler were recognized as 2015 Wealth Planning Gamechanger Firm of the Year by M&A Today/Acquisition Finance Magazine and ACQ5 News Portal.

Steve Thayer was named 2015 Real Estate Lawyer of the Year by M&A Today/Acquisition Finance Magazine and ACQ5 News Portal.

Tom Handler was named 2015 International Wealth Planner of the Year by M&A Today/Acquisition Finance Magazine and ACQ5 News Portal.

Tom Handler was highlighted in the article, "Overcoming the Obstacles," by Jim Fried discussing Advanced Planning and Family Offices in the January 2015 issue of South Florida Business & Wealth Magazine.

Tom Handler presented at the Chicago Bar Association’s Trust Law Committee on Taxpayer Flight & Domicile Issues in Chicago, Illinois on January 12, 2015.

Andrew Morton discussed celebrity philanthropy and support for the non-profit sector with business reporter and radio host Jim Fried on "Fried on Business" on January 15, 2015.

Dave Berek of Handler Thayer, LLP acted as Program Chair for the 4th Annual FOR Family Office Conference and Awards Dinner, sponsored by Family Office Review at the Houstonian in Houston, Texas on January 29, 2015.

Handler Thayer, LLP sponsored a Family Office Private Capital Forum on January 30, 2015 at the Ritz-Carlton Golf Resort in Naples, Florida. Steve Thayer moderated the program.

 

November 2014

Private Asset Management Magazine short-listed Handler Thayer, LLP once again for all three 2015 law firm awards: Best Overall Law Firm in the U.S., Best Private Client Law Firm and Best Law Firm for Client Service, December 11, 2014.

November 2014

Tom Handler presented on "Best-in-Class Advanced Tax & Estate Planning" at the Family Office Super Summit in Miami, Florida on November 11-13, 2014.

October 2014

Handler Thayer, LLP was again recognized in the Global 100 as the Large Tier winner of the 2014 Estate Planning Law Firm of the Year Award (Illinois, USA), October 2014.

Tom Handler presented on "Advanced Estate and Asset Protection Planning" at Northwestern Mutual's 2014 Fee Based Financial Planning Annual Meeting in Rosemont, Illinois October 6 and 7, 2014.

Willis Group Holding plc hosted a webinar featuring Tom Handler speaking about "Asset Protection Planning: Business and Advanced Planning with LLCs" on October 16, 2014.

Family Wealth Alliance tapped Tom Handler to serve as a Featured Speaker at its annual Alliance Fall Forum to be held in Philadelphia, Pennsylvania October 21 and 22, 2014.

Tom Handler acted as a panelist on "Structuring your Family Office for Success" at Opal - West in Napa Valley from October 27 through October 29, 2014.

September 2014

Mike Whitty was selected for the 2015 Super Lawyer List.

Tom Handler presented a session on "Advanced Planning" at the Northwestern Mutual Business Market Conference in Atlanta, Georgia on September 9 and 10, 2014.

Chicago Daily Law Bulletin featured Andrew Stroth in a recent article, "Brand Builder: Stroth creates marketing deals for athletes," on September 22, 2014

July 2014

Handler Thayer, LLP was recently honored as the 2014 Global Awards Winner of the Large Tier Estate Law Firm of the Year in Illinois award by Acquisition Finance Magazine.

Tom Handler will be a panelist on the topic, "Structuring your Family Office for Success: What Every Family Should Know Regarding Government Taxation and Regulation and The New Rules for 2014 and Beyond," at the Family Office and Private Wealth Management Forum sponsored by Opal Financial Group, in Newport, Rhode Island from July 21-23, 2014.

April 2014

Mike Whitty was quoted in a Chicago Tribune article on June 15, 2014 regarding estate planning and management of family collections.

At the Family Wealth Alliance Chicago Regional Event on June 26, 2014 Tom Handler will serve as Conference Chairman and conduct a panel presentation covering updates on Advanced Planning for UHNW families and family offices.

April 2014

Tom Handler will serve as Chairman and present "Family Office Regulation and Taxation: Current Issues," at the Spring Global Summit sponsored by the Family Office Association, April 9-10, 2014 in Rye, New York.

Andrew Morton was quoted in Bloomberg discussing the Master’s Tournament Foundation on April 9, 2014.

March 2014

Handler Thayer, LLP was short-listed by Family Wealth Report for The 2014 Most Effective Private Client Legal Team in North America award.  Only four law firms in North America were short-listed for this only law firm award bestowed by Family Wealth Report.

Handler Thayer, LLP was named the 2014 Gold Winner of the IAIR Award Best Law Firm in the regional private client category resulting from an independent survey conducted by the IAIR Global Economy & Sustainability Magazine. March 2014.

Trusts & Estates Magazine published Tom Handler's article in its Special Report on Family Businesses, "Establishing Virtual Family Offices," March (2014).

Based on independent peer reviews, Leading Lawyers again named Handler Thayer attorneys among the Top Lawyers for 2014: Dave Berek, Jarrett Bostwick, Tom Handler, Steve Thayer and Mike Whitty.

Tom Handler will be a panelist for the session "Structuring your Family Office for Success: What Every Family Should Know Regarding Government Taxation and Regulation and The New Rules for 2014 and Beyond," at the Opal Family Office Winter Forum sponsored by Opal Financial Group, in New York, New York on March 12, 2014.

Febuary 2014

Handler Thayer, LLP was named Best Private Client Law Firm in the U.S. for 2014 by Private Asset Management (PAM) Magazine. For the third consecutive year, Handler Thayer has been recognized at the annual Private Asset Management (PAM) Awards, honored for the past two years as the “Best Private Client Law Firm in the U.S”  in addition to the “Best Overall Law Firm in the U.S. for 2012.”   In 2014, Handler Thayer was also short-listed for all three legal categories including  “Best Overall Law Firm in the U.S.” and “Best Law Firm for Client Service in the U.S.”

Mary D. Cascino's article was recently published: Trust Taxation and Due Process," Illinois State Bar Association, Trusts & Estates. Vol. 60. No. 8. February 2014.

Thomas J. Handler and Jarrett Bostwick were quoted in the White Paper released by Ace Private Risk Services and Trōv, “Breakthroughs In Managing Tangible Assets: Completing The Picture Of Wealth.”  February 2014.    

Mike Whitty presented "Family Enterprise and Wealth Challenges Today and Into the Future," at the Equitable Agents Reinsurance Company Annual Meeting sponsored by AXA Equitable in Boca Raton, Florida on February 6, 2014.

Jarrett Bostwick presented "Adding Returns without Adding More Risk: Structure! Structure! Structure!" during an investment strategies panel presentation and Thomas Handler moderated the lead-off Family Office panel, at the 9th Annual Family Office Investment Symposium sponsored by Lido Consulting, Inc. in Beverly Hills, CA from February 5-7, 2014.

January 2014

Handler Thayer has been chosen for the second consecutive year as the Large Tier winner of the 2014 Corporate Intl Magazine Global Award: Estate Law - Law Firm of the Year in Illinois.

Handler Thayer has been short-listed by Family Wealth Report for The 2014 Most Effective Private Client Legal Team in North America award.  The awards are an addition to their worldwide awards program, expanding on Family Wealth Report's unique position in the global wealth management market by focusing on the US and Canadian markets.  The Awards dinner will take place in New York on March 13, 2014. 

Tom Handler was quoted by author, Andrew Barber, in the article "As New Entrants Appear, Family Offices Reassess Their Niche" published by Institutional Investor on January 22, 2014.

Michael Whitty has been named to the 2014 Super Lawyer List for "Best Estate Plan and Probate Lawyers in Illinois" by Super Lawyers Magazine.

December 2013

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.

October 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.

September 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.

August 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."

July 2013

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.

June 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.

May 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.

Andrew Morton presented "Celebrity Philanthropy: Playing by the Rules" at the William Morris Endeavor Agency in New York City, New York on May 15, 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.

February 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.

Steve Thayer served as a panelist on "Family Office and High Net Worth Investors" at the Real Estate Investors Summit sponsored by Opal Financial Group held on April 3-4, 2013 in Miami, FL.

February 2013

Thomas J. Handler wrote the article "Do Your Research, and Be Stealthy" featured in the New York Times Forum on Prenuptial Agreements on March 21, 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.

February 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.

February 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 files

 

December 2012

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.

December 2012

The Chicago Daily Law Bulletin quoted Andrew Morton discussing brand image, celebrity representation and contract termination in “Morality Clauses Cause Armstrong to See Deals End,” October 25, 2012.

The October 2012 issue of Financial Advisor Magazine quoted Thomas J. Handler regarding 2012 year-end income tax and estate tax planning in its article Tough Choices, authored by Mary Rowland.

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.

September 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.

August 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 "Lawyers Doubt if Olympic Tax Deal Worth Pursuing" published by the Chicago Daily Law Bulletin (August 7, 2012).

July 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.

June 2012

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.

May 2012

Thomas J. Handler was quoted in Crain’s Chicago Business on May 28, 2012 discussing Private Equity Investments by Family Offices.

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).

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.

March 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.

May 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).

Handler Thayer, LLP Receives National Recognition; Lawyers Named to Top Attorney Lists for 2012. February 1, 2012.

Jarrett Bostwick is being recognized by Chicago Magazine as one of the Top Young Attorneys in Illinois (February 2012).

January 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).

November 2011

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.

Andrew Morton and clients were featured in “Charity and Service:  Giving Like the Stars,” by Alice Korngold in Fast Company, December 20, 2011. This article was also picked up by USA Today.

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.

November 2011

Private Wealth quoted Tom Handler commenting on life insurance strategies in its lead story on Gene Simmons of KISS entitled "The Rockin' Renaissance Man," November 2011 issue.

Andrew Stroth handles major endorsement deal for Tiger Woods, November 10, 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.

September 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.

David A. Berek served as a panelist for a session on "Complex Assets: The Most Overlooked Charitable Donations" at the Fidelity Charitable Conference in Chicago, Illinois, October 12, 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.

December 2010

Thomas Handler was quoted in the Wealth Management Letter discussing the impact of the new tax legislation on ultra-high net worth families and family offices, December 2010.

Eric Kalnins was quoted in Inc. Magazine discussing how to avoid pitfalls when using independent contractors, December 2010..

October 2010

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.

Tom Handler was quoted in an article discussing the potential implications for family offices as a result of the new SEC proposal in the Dow Jones Financial Advisors Blog on October 18, 2010.

August 2010

Tom Handler was quoted in an article discussing the trend of the wealthy migrating south to avoid tax hikes in Investment News on August 8, 2010.

July 2010

Eric Kalnins discusses fiduciary responsibility and offshore planning in a recent article published in the June-July issue of the Chicago Bar Association's CBA Record.

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 comments on the Dodd-Frank Reforms and their potential impact on Family Offices in an article in the Family Wealth Report on July 20, 2010.

Steve Thayer discusses the trickiness of Noncompete Agreements in an article posted in Insurance News, July 2010.

June 2010

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.

May 2010

Steve Thayer and Eric Kalnins discuss the benefits of being able to practice law across state lines in an article in the Chicago Lawyer on May 27, 2010.

Tom Handler was quoted in Investment News on May 12, 2010, discussing the impact of the financial reform bill on family offices and wealthy individuals.

At the CEO Roundtable at the Family Wealth Alliance's Spring Event in Oak Brook, Illinois, May 10-11, 2010, Tom Handler presented New Regulatory and Tax Legislation.

Tom Handler discusses the "biggest concern" for family offices in the Family Wealth Report, May 5, 2010.

Eric Kalnins was quoted extensively in the Chicago Lawyer Magazine article entitled "Borderline: Practicing Across the Illinois Line," May 2010.

April 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.

Tom Handler presented Mitigating Legislative, Registration & Operational Risk in an SFO at the Family Office Association Spring Global Summit in Greenwich, Connecticut, April 29, 2010.

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.

March 2010

Tom Handler presented Advanced Estate Planning at the Lord Abbett & Co/State Street Global Advisors Client Seminar in Atlanta, Georgia, March 30, 2010.

Steve Thayer was quoted in an article discussing partnership agreements on Entrepreneur.com, March 11, 2010.

Tom Handler presented Emerging Trends for Family Offices at the CFA Institute Wealth Management Conference in Phoenix, Arizona, March 9-10, 2010.

February 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.

January 2010

Tom Handler was quoted in Private Asset Management regarding the 2010 Tax Estate Repeal and the resulting marital insecurity and ultra high net worth resurgence uncertainty.

December 2009

Steve Thayer participated in a live radio interview discussing Tiger Woods and Prenuptial Agreements on WGN 720 Radio.

At the IMI (Investment Management Institute) Wealthy Families Forum, Tom Handler presented Advanced Estate Planning Techniques on December 3, 2009, in Greenwich, Connecticut.

October

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.

September 2009

Tom Handler presented Advanced Planning: Asset Protection for Ultra High Net Worth Families at the FPA of Illinois Distinguished Speakers Series on September 25, 2009.

August

Tom Handler was named to Leading Lawyers for the state of Illinois in two areas: 1) Trust, Will and Estate Planning Law and, 2) Closely & Privately Held Business Law.

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.

Steve Thayer was named to Leading Lawyers for the state of Illinois in two areas: 1) Real Estate Law and, 2) Trust, Will and Estate Planning Law.

July 2009

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.

June 2009

Eric Kalnins co-presented Fiduciary Responsibility: Helping to Avoid Fraud in conjunction with Credit Suisse and Foundation Source on June 30, 2009 at the Union League Club in Chicago, Illinois.

Investment Newsquoted Tom Handler regarding the outlook on multi-family offices in today's economy, June 14, 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.

May 2009

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.

Tom Handler presented Rainmaking and Building a Book of Business to the Chicago Bar Association YLS Estate Planning Committee on May 5, 2009.

April 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.

March 2009

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.

February 2009

Tom Handler spoke about Retirement Planning for Professionals and Business Owners at a DePaul University College of Law CLE Session on February 27, 2009.

Tom Handler presented Series LLCs at the Chicago Bar Association Tax Section Division in Chicago, Illinois on February 17, 2009.