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Handler, Thayer & Duggan
is dedicated to rendering superior, technologically current,
and innovative professional services to affluent families,
family offices and privately-held companies. In furtherance
of this objective, the firm attracts and develops highly qualified,
dual-degreed attorneys committed to personal and professional
excellence.
The firm’s reputation has been built upon
a foundation of integrity, community service and creative,
cutting edge, business, tax, and financial solutions. Above
all, it is the firm's unique combination of exceptional work
product and highly responsive, personalized client services
that makes Handler, Thayer & Duggan one of the premier
private client law firms in the United States.
HANDLER, THAYER & DUGGAN, LLC
Attorneys and Counselors at Law
191 North Wacker Drive, 23rd Floor
Chicago, Illinois 60606-1633
Telephone (312) 641-2100
Facsimile (312) 641-6866
E-mail info@htdlaw.com
Handler, Thayer & Duggan is a member of:
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Tom Handler will present Wealth Protection Strategies at the Stetson University Family Office Conference, scheduled for November 14, 2008, in Orlando, Florida.
At the IMCA Advanced Wealth Management Conference, October 27-29, 2008, in Costa Mesa, California, Tom Handler will present Care and Feeding of Family Limited Partnerships.
Tom Handler has been named the Keynote Speaker for the annual First Financial Resources Advanced Planning Conference held in Las Vegas, Nevada on October 12-15, 2008. Mr. Handler will be presenting a session on Advanced Tax & Estate Planning for UHNW Families, Family Offices and Family Businesses.
The Family Wealth Alliance Single Family Office Forum will be held in Chicago, Illinois, October 2-3, 2008; Tom Handler will present a session on Legal Structures for Family Offices.
Tom Handler will be presenting Advanced Planning for Family Offices and Ultra High Net Worth Families to the Alabama Estate Planning Council in Birmingham, Alabama, October 1-2, 2008.
Jim Duggan and Dave Henderson will be presenting Introduction to Life Insurance & Annuities and Ethics and Offshore Planning: Anti-Money Laundering Rules, the USA Patriot Act, and Related US Tax Issues, respectively, at The Southpac Offshore Planning Institute Annual Conference in Las Vegas, Nevada, September 18-19, 2008.
Lisa Williams and Michael Passananti are presenting a session on Asset Protection and Divorce Planning to the Young Lawyers Section of the Chicago Bar Association on September 9, 2008.
At the Insight Benefits Group Annual Educational Conference in Boston, Massachusetts, Tom Handler will serve on a panel presenting Planning Issues Involving Welfare Benefit Plans, September 7-9, 2008.
Steve Thayer presented 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 presented Best Practices for Managing the Risks and Liabilities of Serving on the Board of Directors of Companies, Charities and Foundations, as well as co-presented a workshop with Greg Bertsch 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.