Handler Thayer, LLP was presented with the Best Family Office Law Firm in the U.S. Award on October 17, 2018 by the Family Wealth Alliance at their annual Fall Forum Gala held at the Union League Club of Chicago. Read more here.

Tom Handler will be presenting on “The Modern Day Family Office: How to Properly Structure & Select Resources that Fit your Family’s Needs” at the Opal Family Office Forum West in Napa, California on October 24-25, 2018.

Handler Thayer, LLP has been shortlisted by the Family Wealth Alliance for the “Best Family Office Law Firm” award.

Handler Thayer welcomes Steven G. Shaw, C.P.A., M.B.A., J.D., as an associate with the firm.  Steven will be practicing in the tax and estate planning areas as a member of the advanced planning group.

London-based Wealth Briefing Group/Family Wealth Report named Tom Handler to its Editorial Advisory Board on August 6, 2018.

The August edition of Leading Lawyers has named Tom Handler and Steve Thayer as Top Lawyers for Business & Corporate in Illinois.

June 2018

Tom Handler spoke on “Advanced Planning under the TCJA” at the Wentworth PKS RIA Event in Chicago, Illinois on June 28-29, 2018.

Andrew Morton discussed the possibilities and pitfalls of setting up a charitable foundation in Bloomberg’s podcast “He’s the Go-To Guy for Pro Athletes Looking to Do Good” on June 28, 2018.

Eric Kalnins presented at the World Latvian Economics & Innovations Forum in Eastern Europe on June 28 on the topic of “What a European Company Should Know About Doing Business in the U.S.”

Handler Thayer hosted the Handler Thayer Family Office Forum on June 27, 2018, at the University Club of Chicago.  Click here for more information.

Tom Handler was the discussion leader on the Family Office Panel at the Handler Thayer Family Office Conference on June 27, 2018.

Tom Handler presented on Family Office Governance & Culture at the Mariner Wealth Advisors conference in Kansas City, Missouri on June 26, 2018.

May 2018

Tom Handler was interviewed by WGN Television News on Taxpayer Flight which was televised nationwide on May 21, 2018.

Tom Handler presented on Virtual Family Offices: Advanced Planning Strategies at the Empowered Wealth Symposium in Chicago, Illinois on May 15, 2018.

April 2018

Eric Kalnins presented at the Chicago Bar Association’s annual seminar on April 25, 2018 on the topic of “Blockchain and Cryptocurrencies – What Are They and What Are The Tax Consequences.”

Tom Handler spoke at the Financial Policy Council event “Family Office Round Table – A conversation about the issues of greatest concern to the world’s wealthiest families with industry insiders” on April 5 in New York, NY.

Steven Thayer was presented with the Chicago Illini of the Year Award at the 2018 Chicago Illini of the Year Awards Dinner on April 3, 2018, sponsored by the Illinois Alumni Association and the Chicago Illini Club.

March 2018

Tom Handler was a featured speaker at a private luncheon on the topic “Heard From Clients: Will I Ruin My Family If I Give Them Too Much Money?” on March 29 in San Francisco, CA.

Tom Handler spoke at the Family Office Association Investment Forum on “Merits of Structuring (and How) as an Investment Focused Virtual Family Office: The Time is Now!” on March 16 in Palm Beach, FL.

Handler Thayer, LLP is very honored to have been recognized at the 2018 Family Wealth Report Awards Dinner held on March 8, 2018 as the Most Effective Private Client Legal Team in North America.

Tom Handler was a panelist at the Opal Financial Group Family Office Winter Forum for the session “The Modern Day Family Office: How to Properly Structure & Select Resources That Fit Your Family’s Needs” on March 1st in New York, NY.

We are pleased to share the most recent edition of our firm’s Family Office Outlook newsletter. Read the 2018 Quarter I newsletter here.

February 2018

Eric Kalnins  spoke at the Northern Illinois Commercial Association of Realtors luncheon regarding “The Impact of Tax Changes to CRE & What to Expect in 2018” on February 27 in Oak Brook, IL.

Tom Handler attended the the Family Wealth Alliance Partner Summit as the Event Chairman on February 11th and 12th in Palm Beach, FL.

Handler Thayer, LLP is very grateful and pleased to have been again recognized at the 2018 Private Asset Management Awards Gala held on February 8, 2018, for the sixth time in the last seven years with the Best Trust & Estates Division award.

December 2017

We are pleased to share the most recent edition of our firm’s Legal & Tax Trends newsletter. Read the Winter 2017 newsletter here.

Tom Handler was featured in the article “On The Front Lines” in Private Wealth Magazine by Thomas M. Kostigen published December 18, 2017. Read the article here.

November 2017

Tom Handler was interviewed on Jim Fried’s business radio show Fried on Business regarding 2018 Tax Issues on November 30th. Listen to the interview here.

October 2017

Eric Kalnins presented on “What a European Company Should Know About Doing Business in the United States” to various Latvian businesses and Latvian government officials on Friday, October 27th at the Waldorf Astoria in Chicago.

Tom Handler spoke at the Opal Financial Group Annual Family Office West Forum on October 25-27, 2017 in Napa Valley, CA.

Tom Handler spoke at the Family Wealth Alliance Forum in Chicago on October 17-19, 2017.  He was also honored at the event by receiving the 2017 Family Wealth Alliance Leadership Award for Lifetime Achievement.

September 2017

Tom Handler spoke at the IMN Real Estate Family Office and Private Wealth Management Forum in Chicago on September 25th and 26th. Topics included Planning Ahead: Generational Transitions and The Enterprise Family.

Tom Handler conducted the webinar “LLC Structures and Risk Management” for USI Corporate on September 29th.

July 2017

Tom Handler authored a whitepaper titled “21st Century Family Office Structures” which was published by the Family Office Association in July, 2017. 

June 2017

Handler Thayer hosted their annual Family Office Private Capital Forum on June 21st at the University Club of Chicago. For more information click here.

May 2017

Eric Kalnins spoke at the Ernst & Young Family Office Event regarding “Structures of a Family Office” in Chicago on May 23rd.

Tom Handler spoke at the Practicing Law Institute’s International Estate & Tax Planning Seminar about U.S. Family Office Structures and Operations for Global Families on May 22nd in New York City.

Steve Thayer spoke at the Alternative Investing Forum for Family Offices about direct investing at the University Club of Chicago on May 4th.

April 2017

Ben Hughes presented at the Small Business Owner’s Symposium hosted by Carter Dillon Umbaugh LLC regarding corporate structures and business planning opportunities in Valparaiso, IN on April 27th.

March 2017

Tom Handler was interviewed on the Wall Street Network Radio show Fried on Business on March 30th discussing his 2017 Family Office Outlook. Listen to the interview here.

Ben Hughes was a CLE presenter at the Chicago Bar Association where he discussed the topic “Business Operations and Expansion Through Property Income Tax Planning” on March 28th.

Tom Handler was a presenter at the Chicago Bar Association’s Trust Law Seminar on March 23, 2017 and discussed estate planning, buy-sell agreements and governance.

Tom Handler was on the Expert Tax Panel for the Family Wealth Alliance Conference in Chicago, Illinois on March 15, 2017.

Andrew Morton was interviewed on the Wall Street Network Radio show Fried on Business on March 9th discussing celebrity and sports philanthropy. Listen to the interview here.

Tom Handler was interviewed on a on the webcast “Real Estate Tax Strategies for Family Offices” for Institutional Investor and their Family Office Network discussing global family offices on March 8th. Listen to the interview here.

Tom Handler attended the 2017 Family Wealth Report Awards Dinner as both a judge and award nominee in New York, New York on March 2, 2017.

Tom Handler spoke on the panel How to Structure your Family Office: The Evolution of the Modern Day and the Future at the Opal Financial Group Family Office Winter Forum in New York, New York on March 1, 2017.

Tom Handler was quoted in the article “Preserving the Family Fortune: If you think accumulating a king’s ransom is difficult, try holding onto one” in Real Assets Adviser by Steffi Claiden published March 1, 2017. 

February 2017

Eric Kalnins spoke at the Chicago Bar Association’s Federal Taxation Committee meeting on February 28, 2017.

Tom Handler was on a webcast for The Family Wealth Alliance on advanced tax and estate planning on February 22nd.

Tom Handler  was on the panel Remaking Income Tax & Wealth Transfer Strategies at the 2017 Alliance Partner Summit for the Family Wealth Alliance on February 9, 2017 in Houston, Texas.

Tom Handler became the Chairperson of the 2017 Alliance Partner Summit for the Family Wealth Alliance, February 7-9, 2017 in Houston, Texas.

Handler Thayer, LLP was very grateful and pleased to again be recognized at the 2017 Private Asset Management Awards Gala with the Best Law Firm in the U.S. – Client Service award.

This was one of only two law firm awards bestowed in North America by Private Asset Management.

Handler Thayer, LLP has been named Law Firm of the Year for a Consecutive Year, Family Office Law Firm of the Year for a Consecutive Year, Tax Law Firm of the Year for a Consecutive Year and Large Tier Estate Law Firm of the Year for a Consecutive Year by the ACQ5 2017 Law Awards.

Tom Handler was named Private Client Lawyer of the Year by the ACQ5 2017 Law Awards.

Steven Thayer was named Real Estate Lawyer of the Year for a Consecutive Year by the ACQ5 2017 Law Awards.

Handler Thayer, LLP has been named the 2017 Best Tax Law Firm by Acquisition International Magazine.

M&A Today has recognized Handler Thayer, LLP as the 2017 Large Tier Estate Law Firm of the Year – Illinois, USA

Corporate International Magazine has recognized Handler Thayer, LLP as the 2017 Estate Planning Law Firm of the Year.

The Lawyer International named Handler Thayer, LLP the Large Tier-Estate Law Firm of the Year – Illinois, USA in their 2017 Global Awards.

Handler Thayer, LLP has been named the 2017 Business Law Firm of the Year by Corporate LiveWire.

December 2016

Tom Handler wrote and article that was published by the International Family Offices Journal titled “Virtual Family Offices – a global trend”.

November 2016

Mike Whitty presented to the Chicago Bar Association on November 22, 2016 regarding year-end tax planning and proposed laws.

October 2016

Tom Handler spoke on the panel How to Structure your Family Office: A Strategic Planning Mechanism for Family Offices at the Opal Financial Group Family Office Private Wealth West Forum in Napa Valley, California on October 26, 2016.

Tom Handler  became the 2016 Chairperson of the Family Office Association’s Napa forum, October 24-25, 2016 in Napa Valley, California.

Steve Thayer spoke on the panel Direct Investing: What are Your Options at the Family Wealth Alliance 2016 Fall Forum in Philadelphia, Pennsylvania on October 19, 2016.

September 2016

Ben Hughes  spoke on “What the Rich and Powerful Know That You Do Not – Insights on Advanced Tax and Business Planning” at a conference sponsored by Dillon-Umbaugh Wealth Management in Plymouth, IN on September 30, 2016.

Tom Handler  was on the panel Making Legal Mountains out of Legal Molehills…When To and When Not To at the New York State Society of CPAs Family Office Committee Seminar, September 22, 2016 in New York, NY.

Tom Handler  was the keynote presenter on the panel Advanced Planning: The Changing Landscape of Income, Gift & Estate Taxation at the Annual Family Wealth Report Asset Allocation Summit, September 21-22, 2016 in New York, NY.

Tom Handler  was the keynote speaker on the panel Setting up Your Family Office & Building Your Family Office’s Capabilities and will be moderating the panel Defining Niche Investments and Finding & Evaluating Alternatives at IMN’s 1st Annual Real Estate Family Office and Private Wealth Management Forum, September 12-13, 2016 in Chicago.

July 2016

Tom Handler and Steve Thayer were quoted on living trusts and other tax-free ways to pass down property in the July 22nd Realtor.com article You’re Going to Die—Here Are the Best Ways to Deal With Your Home, by Warren Christopher Freiberg.

Tom Handler spoke on the panel How to Structure your Family Office: A Strategic Planning Mechanism for Family Offices at the Opal Financial Group Family Office and Private Wealth Management Forum in Newport, Rhode Island on July 18, 2016.

June 2016

Mike Whitty spoke on Planning and Administration for Unusual Assets:  Artwork, Pets, Guns, Planes, Wine, and (where legal) Cannabis 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 27, 2016.

April 2016

Tom Handler will be delivering the keynote presentation on Best-in-Class Advanced Planning Structures & Strategies at the 4th Private Banking and Family Office Summit in New York on April 28, 2016.

Tom Handler joined hosts Dan Proft and Kristen McQueary on AM 560’s Morning Answer to discuss the Panama Papers on April 15, 2016. 

At the Family Wealth Alliance Chicago Regional Conference, Tom Handler will be moderating a panel on family office client acquisition and relationships at the Union League Club of Chicago on April 7, 2016.

March 2016

Andrew Morton discussed crowdfunding site FanAngel.com and its shift toward philanthropic giving as a nonprofit facilitator of athletes’ charities in the March 24, 2016 TaxNotes.com article “Operating Change Eases Tax Work for Sports Crowdfunding Site,” by David van den Berg.

Tom Handler will speak on the panel How to Structure your Family Office: A Strategic Planning Mechanism for Family Offices for 2016 and Beyond at the Opal Financial Group Family Office Winter Forum in New York City on March 8, 2016.

Steve Thayer was quoted on homestead exemptions in the March 4th Realtor.com article Why Doctors Buy Bigger Homes Than Lawyers (and What It Means to You), by Judy Dutton.

February 2016

Eric Kalnins is speaking on offshore trusts and disclosure of offshore accounts at the Chicago Bar Association’s Federal Tax Committee meeting on February 23, 2016.

Eric Kalnins  was featured at length in the February 21st Deposit Accounts online article “Are You Keeping Secrets from Uncle Sam Overseas?” by Sheryl Nance-Nash.

Tom Handler will speak on the panel debate Defining the Role and Responsibilities of the Family Office at the LegalWeek Private Client Forum Americas, being held at Rosewood Tucker’s Point, Bermuda, February 10-12, 2016.

January 2016

Tom Handler was again named to the 2016 CityWealth Global Leaders List of Top 100 Lawyers in the U.S.

Handler Thayer, LLP has been named the 2016 Best Legal Team in North America by Family Wealth Report.

Handler Thayer, LLP has been named the 2016 Best International Tax Firm in the United States by Acquisition International.

The Lawyer International has recognized Handler Thayer, LLP as the Large-Tier Estate Law Firm of the Year in Illinois.

Handler Thayer, LLP has been named the following by the Acquisition Finance Magazine 2016 awards:

•Law Firm of the Year
•Family Office Law Firm of the Year
•Private Client Law Firm of the Year
•International Tax Law Firm of the Year
•Domestic Tax Law Firm of the Year
•Trust, Wills & Estate Planning Law Firm of the Year for a Consecutive Year

Handler Thayer, LLP has been named Most Outstanding Tax Preparation by Acquisition International Magazine for 2016.

Handler Thayer, LLP received the Excellence in Estate Planning award by Corporate LiveWire for 2016.

Wealth & Finance International named Handler Thayer, LLP the 2016 Family Office Law Firm of the Year.

Handler Thayer, LLP was recognized by the M&A Today Global Awards as the 2016 Large Tier – Estate Law Firm of the Year.

Handler Thayer, LLP was recognized by the Corporate Intl Magazine Global Awards as the 2016 Estate Planning Law Firm of the Year in Illinois.

U.S. News & World Report named Handler Thayer, LLP to the Best Lawyers & Law Firms in America for 2016.

Andrew Morton is the guest speaker at the Estate & Gift Taxes and Fiduciary Income Tax Luncheon for the American Bar Association’s Section of Taxation 2016 Midyear Meeting being held January 28-30, 2016 in Los Angeles.

January 2015

Handler Thayer, LLP  was 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.

Handler Thayer, LLP was 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 was 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.”

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

Tom Handler was awarded the prestigious Michael J. Brink Wealth Industry Leadership & Service Award for 2015 by Family Office Review.  The 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.”

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.

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.

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.

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, Illinois 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.

April 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 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.

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.

March 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.

January 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.

December 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.

October 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 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 2009

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.