Professionals

Honors and Awards
Affiliations
Summary Bio
Jarrett T. Bostwick, J.D., LL.M.

Business Succession Planning. March of Dimes Conference in Washington, D.C. (October 17-19, 2007).

International Tax Planning with Life Insurance and Annuities & Cutting Edge Estate/Financial Planning Techniques. First Annual Asset Protection Forum in Las Vegas, Nevada (October 1-2, 2007).

How Family Offices Can Reduce Risk and Realize Enhanced Returns from Structured Products. IIR Family Office Forum in Chicago, Illinois (June 5-7, 2007).

Case Study: Tax Updates and Charitable Planning. Advisors in Philanthropy in Chicago, Illinois (April 28, 2007).

Charitable Split Interests Trusts. American Bar Association Tax Conference in Chicago, Illinois (April 27-29, 2007).

Charitable Planning and Foundation. Family Wealth Alliance Family Office Conference in Chicago, Illinois (October 17-18, 2006).

Recent Tax Updates and New Strategies in Philanthropy Planning. Advisors in Philanthropy in Chicago, Illinois (April 2006).

Special Needs Trusts. Autism Society of America in Chicago, Illinois (April 4, 2006).

Family Corporation Recapitalizations. Institute for Dynamic Wealth Planning in Chicago, Illinois (March 8, 2006).

Advanced Wealth Transfer Planning. Certified Wealth Planning Institute in Chicago, Illinois (February 23-24, 2006).

Cutting Edge Charitable Lead Annuity Trust (CLAT) and Charitable Remainder Trust (CRT) Planning. Suburban Chicago Planned Giving Council in Chicago, Illinois (February 22, 2006).

• Founder, Asset Protection Society
• Vice Chair of the Exempt Organizations Section of the American Bar Association RPPT Charitable Planning & Exemption Organization Group

Honors and Awards

• Who's Who in America, 2008
One of the Top 100 Attorneys in the United States serving affluent families and family offices, Worth Magazine,   December 2005.

Jarrett Bostwick, Think ESOPS!, Trusts & Estates, June 2004.

Jarrett Bostwick, Claiming aircraft related deductions on more that just a wing and a prayer, BNA Tax Management: Insights and Commentary.

Jarrett Bostwick, Classified as a Private Foundation – Say it Ain’t So!, BNA Tax Management: Estates, Gifts and Trusts Journal, July-August 2003.

Jarrett Bostwick, Choose Supporting Organizations, Trusts & Estates, January 2003.

Jarrett Bostwick, et. al., Ernst & Young Tax Guide 2003 Ch. 7, Tips (Rev. ed 2002).

Jarrett Bostwick, et. al., Ernst & Young Tax Guide 2002 Ch. 14, Basis (1st ed. 2002).

Jarrett Bostwick, et. al., Ernst & Young Tax Guide 2002 Ch. 15, Capital Gains and Losses (1st ed. 2002).

Affiliations

Member, American Bar Association
Member, Illinois State Bar Association
Member, Chicago Bar Association

Jarrett T. Bostwick, J.D., LL.M.