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Steve Thayer will present Practical Security and Insurance Provisions for Domestic Staff and Data Security at IIR's 15th Annual Family Office Forum in Chicago, Illinois, June 18-20, 2008. Tom Handler will present Best Practices for Managing the Risks and Liabilities of Serving on the Board of Directors of Companies, Charities and Foundations, as well as a workshop on Asset Protection and Wealth Transfer Strategies and Solutions.
Tom Handler presented various advanced planning strategies including captives, estate transfer techniques and income tax planning at the AIG American General AMES Conference in Las Vegas, Nevada, June 16-17, 2008. Mr. Handler also participated on a panel addressing trends in advanced estate planning and working with ultra high net worth and family office clients.
Greg Bertsch presented Advanced Planning and Captive Insurance Companies at Pension Service Consultants, Inc. in Newton, Massachusetts, June 4, 2008.
Financial Events International of Geneva, Switzerland named Tom Handler Conference Chair for its conference, Advanced Planning: Domestic and International Trusts, which was held in New York, New York on May 22-23, 2008. He presented a session on Integration of Trusts and Family Offices and served on a panel presenting Family Office Caliber Planning for Multi-National Families.
Gloria Materre presented Alternative Dispute Resolution for Media, Sports & Entertainment Clients at the Chicago Bar Association Alternative Dispute Resolution Committee Seminar in Chicago, Illinois on May 15, 2008.
Tom Handler participated in a panel presentation discussing the Relationship Between Family Businesses and Family Offices at the Family Office Exchange Wealth Advisor Forum on May 14-15, 2008 in Sunny Isles Beach, Florida.
Greg Bertsch presented Asset Protection Planning to the Young President's Organization in Los Angeles, California on May 6, 2008.
MGI has named Tom Handler Conference Co-Chairman for the 2nd Annual Southeast Asia Family Wealth Conference, April 28-30, 2008, in Singapore, where he presented Asset Protection Trusts & Family Office Captives: Controlling Investment & Risks under the Same Roof.
David Filkin presented Contract Law to a Business Law Class at Northwestern University on Thursday, April 17, 2008, and on Tuesday, April 22, 2008.
Steve Bonneau presented Asset Protection Planning at a Tax Law Graduate Seminar at John Marshall Law School on Saturday, April 12, 2008, and on Saturday, April 19, 2008.
Steve Bonneau presented Asset Protection Planning at a Tax Law Luncheon Series at John Marshall Law School on March 26, 2008.
Steve Thayer served as the legal expert on a panel of business and healthcare professionals at the Mobile Anesthesiologists Capitalizing on the Future of Medicine Dinner Symposium on March 20, 2008.
Jim Duggan was a special guest in the SageAdvisers Teleseminar Series: "Charitable Remainder Trust - Support a Noble Cause" on March 19, 2008, where he presented the Advantages (and Disadvantages) of a Charitable Remainder Trust.
Investment News quoted Tom Handler discussing his views on mixing family and business assets, March 17, 2008.
Steve Bonneau and Jim Duggan each presented sessions at the Chicago Bar Association Asset Protection Seminar: What Estate Planning Lawyers Need to Know, sponsored by the CBA Trust Law Committee, on March 13, 2008, in Chicago, Illinois.
Greg Bertsch presented a session on Advanced Planning Concepts at the American Benefit Institute in Irvine, California on February 28, 2008.
Michael Passananti presented Comprehensive Planning for the Medical Professional at the Conference of Young Medical Professionals in Chicago, Illinois, February 27, 2008.
Jim Duggan delivered a presentation titled Promote Integration of PPLI through Clear Understanding of Tax and Estate Planning Principles at the Alternative Investing through Life Insurance & Annuities Conference in Miami, Florida, February 25-27, 2008.
Congratulations to Steve Thayer on the successful exit transaction he performed for one of his clients, as noted in Crain's Chicago Business.
Estate Planning for Divorce was presented by Tom Handler to the Chicago Bar Association on February 11, 2008, in Chicago, Illinois.
Jim Duggan presented Integrated Domestic and International Asset Protection Strategies at the Axa Financial EARC Annual Meeting in Boca Raton, Florida on February 7, 2008.
Gloria Materre presented a session on International Laws and Ownership - Belize and Beyond at Invest Latin America's Latin American Investment Summit, January 21-22, 2008, in Chicago, Illinois.
Tom Handler presented Advanced Planning for Family Office Clients in Miami Beach, Florida at the International Forum being held January 12-16, 2008.
Jim Duggan and Michael Passananti presented Family Limited Partnerships/Family Limited Liability Companies: Still the Foundation of Any High Net-Worth Plan to the Society of Financial Services Professionals Greater Chicago Chapter in Oakbrook, Illinois on January 8, 2008.
Crain’s Chicago Business featured Tom Handler discussing his views on serving the wealth marketplace, December 17, 2007.
At the 3rd Annual MGI Latin American Family Office Conference in Coral Gables, Florida, Tom Handler presented a session on The Future of Family Offices, November 29-30, 2007.
Steve Thayer presented a session on Risk and Trade Compliance Issues at the Financial Research Associates Wealth Management Technology and Operations Summit in Las Vegas, Nevada, November 15-16, 2007.
Lisa Williams was elected as a member of the Board of Directors of Wheat Ridge Ministries, an independent Lutheran charitable organization that provides support for new church-related health and hope ministries.
Tom Handler presented a session titled Advanced Planning: Asset Protection Strategies to the Chicago chapter of Business Forums International on October 23, 2007.
Jarrett Bostwick presented Business Succession Planning at the March of Dimes Conference in Washington, D.C., October 17-19, 2007.
Jim Duggan presented Asset Management for Small Businesses: Benefits, Equity and Retirement at the Ci07 Club Industry Conference: The Conference and Exposition for Health & Fitness Facility Management in Chicago, Illinois, October 10-13, 2007.
At the Investment Management Consultants Association (IMCA) Professional Development Conference in Chicago, Illinois, Tom Handler presented Advanced Planning: Working for Family Limited Partnerships, October 1-3, 2007.
As Co-founders of the Asset Protection Society, Jarrett Bostwick and Jim Duggan presented International Tax Planning with Life Insurance and Annuities & Cutting Edge Estate/Financial Planning Techniques and Domestic Asset Protection & Captive Insurance Companies (CICs), respectively, at the First Annual Asset Protection Forum in Las Vegas, Nevada on October 1-2, 2007.
Congratulations to Accounting & Billing Manager Kerry Tantillo who celebrated her 10-year anniversary with HT&D, September 29, 2007.
Greg Bertsch presented a session on “The Impact of Recent Cases on Charging Order Protection” to the Chicago Bar Association Asset Protection Committee, September 26, 2007.
Tom Handler presented a session on Family Security as part of a panel at the annual Family Wealth Alliance Multi-Family Office Forum in Chicago, Illinois on September 25-27, 2007.
At the Foster & Dunhill Advanced Planning Conference on August 20, 2007, Jim Duggan presented a session on Integrated Domestic & International Asset Protection Strategies.
Welfare Benefits and IRS Policy was presented by Tom Handler at the annual Insight Benefits Group Educational Conference in Chicago, July 15-16, 2007.
In June 2007, Lisa Williams completed the rigorous 40-hour Mediation Certification Program through the Center for Conflict Resolution in Chicago and is now available to mediate disputes between two or more parties in almost any area.
At the Credit Suisse Chicago Wealth Management Conference, Tom Handler presented a session on Advanced Business & Estate Planning on June 21, 2007.
Michael Passananti has accepted a position on the Junior Board of Directors for the Mercy Homes for Boys & Girls.
At the annual MDRT Conference for financial service professionals in Denver, Colorado, Tom Handler presented a session on Advanced Planning for Family Offices and Ultra High Net Worth Families, June 10-13, 2007.
Tom Handler was named Chairman of the track on Family Practice and Governance at the annual Family Office Forum hosted by the Institute for International Research in Chicago, Illinois, June 5-7, 2007. Mr. Handler also presented a session on Asset Protection Strategies and Estate Planning Structures; Jim Duggan served on a panel discussing Managing Security Issues and Health Care for Family Offices; and Jarrett Bostwick served on a panel discussing How Family Offices Can Reduce Risk and Realize Enhanced Returns from Structured Products.
Tom Handler served as Chairman of the Subcommittee on Family Limited Partnerships of the CBA and presented FLP Administration and Termination to the Chicago Bar Association on May 14, 2007.
Jarrett Bostwick presented a case study on Tax Updates and Charitable Planning to Advisors in Philanthropy on April 28, 2007.
Jarrett Bostwick presented a session on Charitable Split Interests Trusts at the American Bar Association Tax Conference, April 27-29, 2007.
Steve Thayer presented a session on Asset Protection Planning to the Asset Protection Committee of the Chicago Bar Association on March 21, 2007.
Jim Duggan and Michael Passananti presented a session on Asset Protection to the American Osteopathic College of Anesthesiologists at their Mid-Year Conference in Chicago, Illinois on March 18, 2007.
Jim Duggan presented a session on Private Placement Life Insurance from the Family Office and Private Banking Perspective at the IIR Alternative Investing Conference in Miami, Florida on February 26-27, 2007.
At the Foster & Dunhill International Advanced Planning Conference in Freeport, Bahamas, Greg Bertch and Tom Handler presented sessions on Integration of Domestic and International Planning and an Overview of International Advanced Planning, February 18-20, 2007.
Tom Handler presented a session on Family Risk Management and Pre-marital Planning at the IIR Family Office Management Conference in Miami, Florida on January 30-31, 2007.
The Institute for International Research has named Tom Handler Chairman of its annual Family Office Series Conference, Mastering Tax & Estate Planning held January 29, 2007 in Miami, Florida. He will also present a session on Asset Protection Strategies.
At the annual Loyalty Circle Dinner on January 19, 2007 at the University of Illinois at Champaign-Urbana, Handler, Thayer & Duggan was recognized and received the 2007 Spirit of Illinois Award for their legacy of support to provide student athletes the opportunity to gain an education and the privilege to compete at the highest levels of NCAA and Olympic competition.
Tom Handler discussed MFO Operational Best Practices and Jarrett Bostwick presented Regulatory & Tax Trends and the MFO at the 6th Annual Multi-Family Office Conference held by Financial Research Associates in New York, NY, December 11-12, 2006.
At the November 15-17, 2006 Foster & Dunhill Advanced Planning Conference, Tom Handler and Jim Duggan presented Integrated Domestic and International Planning and a Summary of Advanced Planning.
Steve Thayer conducted a presentation on Structured Products at a financial products conference sponsored by United Financial Technologies, Inc. in Chicago, Illinois, on November 13, 2006.
A session on Advanced Planning was presented by Jarrett Bostwick at the Pacific Advisors Family Office Conference in Burbank, California, October 18-19, 2006.
Jarrett Bostwick served on a Charitable Planning and Foundation panel at the Family Wealth Alliance Family Office Conference, October 17-18, 2006.
Tom Handler presented Advanced Planning for the Ultra High Net Worth Client (Mega-Strategies for the Mega-Wealthy) at the Society of Financial Service Professionals Annual Financial Service Forum in Palm Springs, California, October 15-17, 2006.
Tom Handler presented Fundamental to Family Office Caliber Advanced Planning at the Securities Industry Association Mid-Atlantic Conference at the Homestead in Hot Springs, Virginia, October 5-8, 2006.
Jim Duggan presented Integrated Domestic & International Planning and a Summary of Advanced Planning at the Foster & Dunhill Advanced International Planning Conference in Freeport, Bahamas, August 16-18, 2006.
Jim Duggan lectured at the IIR Family Office Forum on Asset Protection Planning where Tom Handler chaired the track on Family Limited Partnerships and Family Office Governance, Investment Banking and Securities Issues. Tom also participated in the opening panel discussing Current Trends in the Family Office Industry at the conference held in Chicago, Illinois, June 12-14, 2006.
Jim Duggan presented professional education sessions at the Foster & Dunhill Advanced Planning Conference on Integrated Domestic & International Planning and Advanced Planning in Freeport, Bahamas May 10-12, 2006.
On May 8, 2006 Tom Handler presented to the Chicago Bar Association on Insurable Interest Estate Planning Issues and their Affects as part of a panel.
Jarrett Bostwick presented Recent Tax Updates and New Strategies in Philanthropy Planning to Advisors in Philanthropy, April 2006.
A session on Special Needs Trusts was presented by Jarrett Bostwick to the Autism Society of America, April 4, 2006.
Jarrett Bostwick presented Family Corporation Recapitalizations to the Institute for Dynamic Wealth Planning, March 8, 2006.
At the Chicago Bar Association CLE Seminar, March 1, 2006, Jim Duggan presented Advanced International Planning Strategies.
The Chicago Bar Association Asset Protection Committee hosted Tom Handler's presentation on International Trusts on February 22, 2006.
Jarrett Bostwick presented Advanced Wealth Transfer Planning to the Certified Wealth Planning Institute, February 23-24, 2006.
On February 22, 2006, Jarrett Bostwick presented Cutting Edge CLAT and CRT Planning to the Suburban Chicago Planned Giving Council.
Tom Handler presented professional education sessions on Advanced Planning and Integrated Domestic & International Planning at the Foster & Dunhill Advanced Planning Conference in Freeport, Bahamas, February 15-17, 2006.
At the annual IIR Family Office Management and Administration Conference held in Coral Gables, Florida on February 1-2, 2006, Tom Handler presented a session on Inheritance Planning.
Tom Handler presented a session on Family Limited Partnerships at the IIR Family Office Series Conference, Mastering Tax & Estate Planning, January 30, 2006 in Coral Gables, Florida.
At the International Forum in Boca Raton, Florida, Tom Handler presented two sessions on Advanced Estate Planning and Asset Protection Planning, and participated on the Welfare Benefit Plan panel, January 15-18, 2006.
Steve Bonneau presented State Tax Issues at the Chicago Bar Association January 9, 2006 meeting of the Trust Law Committee.